United Food & Commercial Workers Union Local No 222 (EIN 420953755) - 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

1979

Legal Domicile

Principal Officer

Leo Kanne

Phone

7122768510

Tax Period

2023-01-01 to 2023-08-31

United Food & Commercial Workers Union Local No 222, founded in 1979, is a community nonprofit that reported $1.8M in total revenue in fiscal year 2023. Revenue fell 23% from the prior year — a significant decline worth monitoring. Expenses of $1.6M left a modest 11% surplus.

Mission

To organize workers and promote their economic and well being status in life.

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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 (2023)

Revenue Breakdown

Contributions & Grants $1,670,527

Program Service Revenue $0

Investment Income $19,678

Other Revenue $82,210

TOTAL REVENUE $1,772,415

Expense Breakdown

Grants Paid $0

Salaries & Benefits $736,449

Fundraising Expenses $0

Other Expenses $843,662

TOTAL EXPENSES $1,580,111

Year-over-Year Comparison

	2023	2022	Change
Revenue	$1,772,415	$2,295,805	-0.2%
Expenses	$1,580,111	$2,382,169	-0.3%
Net Income	$192,304	$-86,364	-3.2%

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

$320,350

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Leo Kanne	President	040.00	Officer	$75,192	$0	$75,192
Jaylee Hurst	Sec. Treas.	040.00	Officer	$58,846	$0	$58,846
Dana Jahn	VP	040.00	Officer	$45,731	$0	$45,731
Kay Schurke	VP	040.00	Officer	$45,236	$0	$45,236
Kimberly Orellana	VP	040.00	Officer	$32,326	$0	$32,326
Maria Contreras	VP	040.00	Officer	$17,399	$0	$17,399
Abdigani Abib	VP	040.00	Officer	$15,310	$0	$15,310
Richard Pederson	VP	010.00	Officer	$6,467	$0	$6,467
Johnny Aguilar	VP	003.00	Officer	$4,945	$0	$4,945
Marisa Morris	VP	003.00	Officer	$3,035	$0	$3,035
Liso Jo Jepsen	VP	003.00	Officer	$2,977	$0	$2,977
Bob Schlumbaum	Rec. Sec.	010.00	Officer	$2,932	$0	$2,932
Andrew Jenkins	VP	003.00	Officer	$2,142	$0	$2,142
Carlos Trevino	VP	003.00	Officer	$1,980	$0	$1,980
Ronald Barto	VP	003.00	Officer	$1,791	$0	$1,791
Lance Jahn	VP	003.00	Officer	$1,426	$0	$1,426
Charles Gotto	VP	003.00	Officer	$1,383	$0	$1,383
Debra Canady	VP	003.00	Officer	$1,081	$0	$1,081
Stephen Menda	VP	003.00	Officer	$151	$0	$151
Frank Chavez	VP	003.00	Officer	$0	$0	$0
Cirilo Cruz	VP	003.00	Officer	$0	$0	$0
Gabi Dufo	VP	003.00	Officer	$0	$0	$0
Esteban Martinez	VP	003.00	Officer	$0	$0	$0
Maria Beltran	VP	040.00	Officer	$0	$0	$0
Justin Jay	VP	003.00	Officer	$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
2023	$1,772,415	$1,580,111	No data	$192,304
2022	$2,295,805	$2,382,169	$1,870,430	$-86,364
2021	$2,257,924	$2,386,180	$1,923,199	$-128,256
2020	$1,933,946	$1,709,751	$860,463	$224,195
2019	$1,912,622	$1,664,208	$622,698	$248,414
2018	$1,497,655	$1,523,006	$389,582	$-25,351

United Food & Commercial Workers Union Local No 222