UNITED FOOD AND COMMERCIAL WORKERS LOCAL UNION NO 9 (EIN 410588577) - 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

1933

Legal Domicile

Principal Officer

RICHARD MORGAN

Phone

5074378647

Tax Period

2021-01-01 to 2021-10-31

UNITED FOOD AND COMMERCIAL WORKERS LOCAL UNION NO 9, founded in 1933, is a community nonprofit that reported $1.1M in total revenue in fiscal year 2021. Revenue decreased 20% compared to the prior year. Expenses of $1.0M left a modest 7% surplus.

Mission

LABOR UNION

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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 (2021)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $1,115,005

Investment Income $0

Other Revenue $7,704

TOTAL REVENUE $1,122,709

Expense Breakdown

Grants Paid $9,468

Salaries & Benefits $463,692

Fundraising Expenses $0

Other Expenses $567,153

TOTAL EXPENSES $1,040,313

Year-over-Year Comparison

	2021	2020	Change
Revenue	$1,122,709	$1,398,071	-0.2%
Expenses	$1,040,313	$1,213,689	-0.1%
Net Income	$82,396	$184,382	-0.6%

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

Governance

Voting Members

N/A

Independent Members

N/A

Employees

N/A

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

Total Directors

$286,814

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
RICHARD MORGAN	PRESIDENT - PAST	40.00	Director	$77,592	$6,812	$84,404
TIMOTHY SCHAEFER	SECRETARY/TREASURER - PAST	40.00	Director	$77,592	$21,056	$98,648
TERRY WOLFGRAM	1ST VICE PRESIDENT - PAST	14.00	Director	$16,594	$0	$16,594
RODNEY RYKS	2ND VICE PRESIDENT - PAST	1.00	Director	$651	$0	$651
DAN LENWAY	6TH VP-PAST/3RD VP-PAST/STEWARD	14.00	Director	$18,826	$0	$18,826
RON ROSS	4TH VICE PRESIDENT - PAST	1.00	Director	$651	$0	$651
MICHAEL KARNES	5TH VICE PRESIDENT - PAST	1.00	Director	$327	$0	$327
ABRAHAM JOK	7TH VICE PRESIDENT - PAST	1.00	Director	$143	$0	$143
CLAUDIA AMBRIZ	7TH VICE PRESIDENT - PAST	40.00	Director	$50,525	$7,988	$58,513
LOUIS DIAZ	8TH VICE PRESIDENT - PAST	1.00	Director	$140	$0	$140
CHRIS VAN HOUTEN	8TH VICE PRESIDENT - PAST	1.00	Director	$1,011	$0	$1,011
ZACH QUANDT	9TH VICE PRESIDENT - PAST	1.00	Director	$5,269	$0	$5,269
RENAE BRACKEY	RECORDER - PAST	1.00	Director	$1,637	$0	$1,637
DENNIS JORGENSON	3RD VICE PRESIDENT - PAST	1.00	Director	$0	$0	$0
THOMAS FELTON	4TH VICE PRESIDENT - PAST	1.00	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
2021	$1,122,709	$1,040,313	No data	$82,396
2020	$1,398,071	$1,213,689	$600,592	$184,382
2019	$1,385,790	$1,495,194	$416,210	$-109,404
2018	$1,372,749	$1,289,627	$525,614	$83,122

UNITED FOOD AND COMMERCIAL WORKERS LOCAL UNION NO 9