United Food and Commercial Workers 1149 (EIN 426099299) - 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

1975

Legal Domicile

Principal Officer

Roger Kail

Phone

6417521464

Tax Period

2019-01-01 to 2019-12-31

United Food and Commercial Workers 1149, founded in 1975, is a community nonprofit that reported $1.0M in total revenue in fiscal year 2019. Expenses of $967K left a modest 4% surplus.

Mission

To represent working men and women in obtaining fair working conditions and wages,

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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 (2019)

Revenue Breakdown

Contributions & Grants $985,804

Program Service Revenue $0

Investment Income $0

Other Revenue $23,210

TOTAL REVENUE $1,009,014

Expense Breakdown

Grants Paid $0

Salaries & Benefits $393,794

Fundraising Expenses $0

Other Expenses $567,392

TOTAL EXPENSES $966,559

Year-over-Year Comparison

	2019	2018	Change
Revenue	$1,009,014	$1,046,727	0.0%
Expenses	$966,559	$977,074	0.0%
Net Income	$42,455	$69,653	-0.4%

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

$152,970

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Roger Kail	President	040.00	Officer	$83,859	$0	$83,859
Jody Wells	Secretary-Treasurer	040.00	Officer	$68,323	$0	$68,323
Michael Fisher	Vice President	001.00	Officer	$648	$0	$648
Than Moo	Vice President	001.00	Officer	$140	$0	$140
Michael Graves	Vice President	001.00	Officer	$0	$0	$0
Margarita Heredia	Recorder	001.00	Officer	$0	$0	$0
Richard Morden	Vice President	001.00	Officer	$0	$0	$0
Krai Thay	Vice President	001.00	Officer	$0	$0	$0
Telma A Cruz	Vice President	001.00	Officer	$0	$0	$0
Carlos Rodriguez	Vice President	001.00	Officer	$0	$0	$0
Thomas Lian	Vice President	001.00	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
2019	$1,009,014	$966,559	$555,862	$42,455
2018	$1,046,727	$977,074	$548,811	$69,653

United Food and Commercial Workers 1149