UNITED MIGRANT OPPORTUNITY SERVICE… - Form 990 Financial Data

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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

1965

Legal Domicile

Principal Officer

JOSE MARTINEZ

Phone

4143896000

Tax Period

2024-07-01 to 2025-06-30

UNITED MIGRANT OPPORTUNITY SERVICES UMOS INC, founded in 1965, is a mid-sized nonprofit in the Human Services sector that reported $97.0M in total revenue in fiscal year 2024. Expenses of $89.3M left a modest 8% surplus.

Mission

UMOS, A NON-PROFIT ADVOCACY ORGANIZATION, PROVIDES PROGRAMS AND SERVICES WHICH IMPROVE THE EMPLOYMENT, EDUCATIONAL, HEALTH AND HOUSING OPPORTUNITIES OF UNDER-SERVED POPULATIONS.

Program Service Accomplishments

Program 1

Expenses: $42,716,972 Revenue: $39,084

UMOS' CHILD DEVELOPMENT SERVICES INCLUDE MIGRANT AND SEASONAL HEAD START AND MIGRANT CHILD CARE THROUGH WHICH THE AGENCY SERVED OVER 1,450 CHILDREN DURING THE MOST RECENTLY COMPLETED CALENDAR YEAR...

UMOS' CHILD DEVELOPMENT SERVICES INCLUDE MIGRANT AND SEASONAL HEAD START AND MIGRANT CHILD CARE THROUGH WHICH THE AGENCY SERVED OVER 1,450 CHILDREN DURING THE MOST RECENTLY COMPLETED CALENDAR YEAR 2024 IN TEXAS, WISCONSIN, AND MISSOURI, COMBINED. THE AGENCY MAINTAINS A FIVE-STAR RATING, THE HIGHEST GIVEN BY THE YOUNGSTAR QUALITY RATING SYSTEM, FROM THE WISCONSIN DEPARTMENT OF CHILDREN AND FAMILIES.

Program 2

Expenses: $18,957,164 Revenue: $7,826

Funded by the United States Department of Agriculture USDA, UMOS's Food and Farmworker Relief FFWR program provides a single $600 direct relief payment to farm workers and meatpacking workers for...

Funded by the United States Department of Agriculture USDA, UMOS's Food and Farmworker Relief FFWR program provides a single $600 direct relief payment to farm workers and meatpacking workers for expenses incurred due to the COVID-19 pandemic. The relief payment eligibility period for frontline workers in farming activities and meatpacking is from January 27, 2020, through May 11, 2023, which ended the major disaster declaration related to COVID-19. The FFWR program serves workers in 23 states: Alabama, Arizona, Kentucky, Michigan, Nevada, Ohio, Tennessee, Utah, Washington, Louisiana, Arkansas, Colorado, Florida, Illinois, Indiana, Iowa, Kansas, Minnesota, Missouri, Nebraska, Oklahoma, Texas, and Wisconsin. To date, 96,192 participants have been served.

Program 3

Expenses: $15,929,550

UMOS CONTINUED TO OPERATE PROGRAMS RELATED TO WORKFORCE DEVELOPMENT, WHICH OFFERS EMPLOYMENT AND TRAINING SERVICES TO UNDERSERVED, DIVERSE POPULATIONS. THE AGENCY ENTERED INTO ITS 25TH YEAR...

UMOS CONTINUED TO OPERATE PROGRAMS RELATED TO WORKFORCE DEVELOPMENT, WHICH OFFERS EMPLOYMENT AND TRAINING SERVICES TO UNDERSERVED, DIVERSE POPULATIONS. THE AGENCY ENTERED INTO ITS 25TH YEAR ADMINISTERING THE WISCONSIN WORKS W-2 PROGRAM. THE PROGRAM PROVIDES CASH ASSISTANCE TO FAMILIES WHICH PARENTS PREPARE FOR AND LOOK FOR WORK. UMOS IS IN ITS 15TH YEAR OPERATING TRANSITIONAL JOBS PROGRAMS IS SEVERAL WI REGIONS. DURING FY 2024-2025, UMOS PLACED MORE THAN 1,000 INDIVIDUALS INTO JOBS AND ASSISTED MORE THAN 2,500 WITH TRAINING, EDUCATION, WORK EXPERIENCE, AND SUPPORTIVE SERVICES.

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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 $96,658,967

Program Service Revenue $304,695

Investment Income $105,923

Other Revenue $-101,182

TOTAL REVENUE $96,968,403

Expense Breakdown

Grants Paid $15,219,600

Salaries & Benefits $48,815,741

Fundraising Expenses $0

Program Expenses $79,280,341

Other Expenses $25,225,720

TOTAL EXPENSES $89,261,061

Year-over-Year Comparison

	2024	2023	Change
Revenue	$96,968,403	$97,480,158	0.0%
Expenses	$89,261,061	$98,752,143	-0.1%
Net Income	$7,707,342	$-1,271,985	-7.1%

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

1740

Volunteers

550

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

$416,177

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Role	Reportable Comp	Other Comp	Total
JOSE MARTINEZ	President & CEO	Officer	$197,358	$37,035	$234,393
LUPE MARTINEZ	PRESIDENT/CEO		$188,965	$37,444	$226,409
KAYE HARTMANN	VP PLANNING DEVELOPMENT		$155,250	$35,774	$191,024
BARB FELSKE	CIO-FACILITIES MANAGEMENT		$153,486	$35,089	$188,575
RENEE DUDLEY	CFO	Officer	$147,753	$34,031	$181,784
MARIA VALLE	VP-EARLY CARE & ED		$127,444	$30,807	$158,251
MARGARET FISCHBACH	GENERAL COUNSEL		$133,136	$17,252	$150,388
CYNTHIA GALVAN	VP SOCIAL SERVICES		$117,903	$31,704	$149,607
HEIDI RATTNER	DEPUTY ATTORNEY		$125,794	$14,934	$140,728
SUSAN ST AMAND	HR DIRECTOR		$123,541	$15,619	$139,160
CHANKHAM CONNER	DEPUTY CFO		$126,163	$6,776	$132,939
PARKER RIOS	FRMR VP WRKF DEVELOPMENT		$60,524	$7,404	$67,928
DANIEL VIDAS	FORMER CFO		$62,705	$0	$62,705
CELESTINE KOEHN	FORMER COO		$39,381	$1,789	$41,170
BEN OBREGON	Chairman	Officer Director	$0	$0	$0
MARIA WATTS	Vice President	Officer Director	$0	$0	$0
NEDDA AVILA	Secretary	Officer Director	$0	$0	$0
JULIO GUIX	Treasurer	Officer Director	$0	$0	$0
MARISELA GALAVIZ	Director	Director	$0	$0	$0
JOE VILLMOW	Director	Director	$0	$0	$0
MARIA BORDA WIESNER	Director	Director	$0	$0	$0
MIKE MILAM	Director	Director	$0	$0	$0
ISRAEL RAMON	Director	Director	$0	$0	$0
DON COHEN	Director	Director	$0	$0	$0
JOSE RUANO	Director	Director	$0	$0	$0
PASTOR JUAN SALINAS JR	Director	Director	$0	$0	$0
CESAR SOTELO	Director	Director	$0	$0	$0
JESSICA JACQUELINE GOMEZ	Director	Director	$0	$0	$0
RITA SAAVREDA	Director	Director	$0	$0	$0
WILLIE SMITH	Director	Director	$0	$0	$0
CARMEN FLORES	Director	Director	$0	$0	$0
LUPE MARTINEZ	Executive Dir.	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
2025	$96,968,403	$89,261,061	$37,923,431	$7,707,342
2024	No data	No data	No data	No data
2023	$74,080,739	$73,605,256	$34,495,640	$475,483
2022	$53,376,134	$54,976,124	$27,248,707	$-1,599,990
2021	$55,548,809	$44,501,821	$28,466,318	$11,046,988
2020	$28,547,094	$27,144,367	$16,770,987	$1,402,727
2019	$26,571,829	$25,690,967	$17,531,957	$880,862
2019	$26,571,829	$25,690,967	$17,531,957	$880,862
2018	$26,133,476	$25,800,795	$16,893,743	$332,681

UNITED MIGRANT OPPORTUNITY SERVICES UMOS INC