OFFICE AND PROFESSIONAL EMPLOYEES INTERNATIONAL UNION

EIN: 390791784

Madison, WI

Total Revenue
$638,463
Total Expenses
$669,663
Total Assets
$228,534
Net Assets
$228,534
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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
1946
Legal Domicile
WI
Principal Officer
M Kathryn Bartlett-Mulvihill
Phone
6082574734
Tax Period
2024-01-01 to 2024-12-31

OFFICE AND PROFESSIONAL EMPLOYEES INTERNATIONAL UNION, founded in 1946, is a small nonprofit that reported $638K in total revenue in fiscal year 2024. Revenue decreased 17% compared to the prior year.

Mission

Our mission is to promote and champion the legitimate struggles of professional, technical and clerical employees.

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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%)

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Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $123,848
Program Service Revenue $514,115
Investment Income $500
Other Revenue $0
TOTAL REVENUE $638,463

Expense Breakdown

Grants Paid $0
Salaries & Benefits $330,038
Fundraising Expenses $0
Program Expenses $0
Other Expenses $339,625
TOTAL EXPENSES $669,663

Year-over-Year Comparison

2024 2023 Change
Revenue $638,463 $770,206 -0.2%
Expenses $669,663 $713,601 -0.1%
Net Income $-31,200 $56,605 -1.6%
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

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Governance

Voting Members
10
Independent Members
10
Employees
6
Volunteers
5

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
3
$7,345
Total Directors
6
$19,014
Key Employees
4
$249,706
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
Andrew Sernatinger Business Agent 40
Key Emp
$80,308 $22,450 $102,758
M Kathryn Bartlett-Mulvihill President/Business Agent 40
Key Emp
$92,077 $441 $92,518
Evan L McKenzie Organizer 40
Key Emp
$48,096 $2,057 $50,153
Debra Eveland Trustee/Business Agent 20
Director
$11,768 $1,781 $13,549
Lori Richardson Secretary/Treasurer 10
Officer Key Emp
$3,662 $615 $4,277
Yvette Joseph Trustee 1
Director
$0 $1,703 $1,703
Kelsey Hahn Recording Secretary 5
Officer
$0 $1,677 $1,677
Michael Farwell Vice President 5
Officer
$0 $1,391 $1,391
Bryan Barber Trustee/Organizer 4
Director
$735 $590 $1,325
Joel Bryhan Trustee 1
Director
$0 $1,293 $1,293
DeAnna Braaksma Trustee 1
Director
$0 $704 $704
Sarah Larsen Trustee 1
Director
$0 $440 $440
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
2025 No data No data No data No data
2024 $638,463 $669,663 $228,534 $-31,200
2023 $770,206 $713,601 $259,734 $56,605
2022 $402,277 $392,191 $203,065 $10,086
2021 $416,333 $469,730 $192,830 $-53,397
2020 $547,745 $520,083 $246,452 $27,662
2019 $434,440 $516,434 $226,841 $-81,994
2018 $354,036 $416,325 $298,383 $-62,289
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