LOCAL 223 UWUA -AFL-CIO (EIN 381116053) - Form 990 Financial Analysis & Trantor Score

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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

1951

Legal Domicile

Principal Officer

JUANITA RAY

Phone

3132719700

Tax Period

2024-01-01 to 2024-12-31

LOCAL 223 UWUA -AFL-CIO, founded in 1951, is a community nonprofit that reported $4.3M in total revenue in fiscal year 2024.

Mission

TO UNITE IN THIS INDUSTRIAL UNION, REGARDLESS OF RACE, CREED, COLOR, SEX OR NATIONAL ORIGIN, ALL EMPLOYEES ELIGIBLE FOR MEMBERSHIP IN LOCAL 223, UWUA, AFL-CIO.

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $4,188,566

Investment Income $126,910

Other Revenue $21,791

TOTAL REVENUE $4,337,267

Expense Breakdown

Grants Paid $0

Salaries & Benefits $658,644

Fundraising Expenses $0

Program Expenses $4,297,426

Other Expenses $3,638,782

TOTAL EXPENSES $4,297,426

Year-over-Year Comparison

	2024	2023	Change
Revenue	$4,337,267	$4,202,843	+0.0%
Expenses	$4,297,426	$4,152,141	+0.0%
Net Income	$39,841	$50,702	-0.2%

Key Indicators

✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✗ Schedule B Required

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Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

Volunteers

N/A

Governance Policies

✗ Conflict of Interest Policy

✗ Whistleblower Policy

✗ Document Retention Policy

Special Practices & Reported Activities

✗ Operated a School

✗ Operated a Hospital

✗ Provided First Class Travel

✗ Reported Conflict of Interest

✗ Reported Asset Diversion

✗ Excess Benefit Transaction

✗ Made Political Expenditures

✗ Engaged in Lobbying

✗ Operated Donor Advised Fund

✗ Maintained Art Collections

✗ Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers

$315,537

Total Directors

$37,052

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JUANITA RAY	PRESIDENT	40.00	Officer	$216,957	$0	$216,957
TIMOTHY COX	VICE PRESIDE	15.00	Officer	$41,994	$0	$41,994
ALLAN MCKINNEY	RECORDING SE	15.00	Officer	$37,495	$0	$37,495
WILLIAM DYER	TREASURER	15.00	Officer	$19,091	$0	$19,091
WALTER CAMPBELL	EXECUTIVE BO	1.50	Director	$6,815	$0	$6,815
IGNATIUS BRENNAN	EXECUTIVE BO	1.50	Director	$5,305	$0	$5,305
JAMYKAL BADGER	EXECUTIVE BO	1.25	Director	$4,535	$0	$4,535
JOHN HOLMES	EXECUTIVE BO	0.75	Director	$3,664	$0	$3,664
MIKE MULLINS	EXECUTIVE BO	0.75	Director	$3,294	$0	$3,294
DAVID JAMES	EXECUTIVE BO	0.75	Director	$3,171	$0	$3,171
MIKE WATKINS JR	EXECUTIVE BO	0.75	Director	$2,900	$0	$2,900
TRAVIS BEVERLIN	EXECUTIVE BO	0.75	Director	$2,397	$0	$2,397
JEFF FRADY	EXECUTIVE BO	0.75	Director	$2,170	$0	$2,170
SHON MCCLANAHAN	EXECUTIVE BO	0.50	Director	$1,374	$0	$1,374
ZAK BIJARRO	EXECUTIVE BO	0.50	Director	$1,202	$0	$1,202
SHAWN EAGLES	EXECUTIVE BO	0.25	Director	$225	$0	$225
SHAWN D HIRTH	EXECUTIVE BO	N/A	Director	$0	$0	$0
DENNIS SMITH	EXECUTICE BO	N/A	Director	$0	$0	$0

Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year	Revenue	Expenses	Assets	Net Income
2024	$4,337,267	$4,297,426	$5,753,206	$39,841
2023	$4,202,843	$4,152,141	$5,711,907	$50,702
2022	$4,129,164	$4,104,306	$5,658,334	$24,858
2021	$4,022,507	$3,942,093	$5,630,120	$80,414
2020	$4,016,743	$3,501,748	$5,556,944	$514,995
2019	$3,898,949	$3,695,259	$5,041,825	$203,690
2018	$3,743,076	$3,493,098	$4,836,309	$249,978

LOCAL 223 UWUA -AFL-CIO