Southwest Regional Joint Board Wor… - 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

Jean Hervey

Phone

9728803343

Tax Period

2024-01-01 to 2024-12-31

Southwest Regional Joint Board Workers United, founded in 1965, is a community nonprofit that reported $1.0M in total revenue in fiscal year 2024. Revenue grew 20% year-over-year, indicating healthy expansion. Expenses of $997K left a modest 4% surplus.

Mission

To organize all workers and to secure improved wages, hours, working conditions, and other economic advantages thru organization, negotiation, and collective bargaining.

Program Service Accomplishments

Program 1

To organize all workers and to secure improved wages, hours, working conditions and other economic advantages through organization, negotiations, and collective bargaining.

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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 $0

Program Service Revenue $1,033,220

Investment Income $2,196

Other Revenue $0

TOTAL REVENUE $1,035,416

Expense Breakdown

Grants Paid $0

Salaries & Benefits $518,392

Fundraising Expenses $0

Other Expenses $478,632

TOTAL EXPENSES $997,024

Year-over-Year Comparison

	2024	2023	Change
Revenue	$1,035,416	$863,930	+0.2%
Expenses	$997,024	$1,061,608	-0.1%
Net Income	$38,392	$-197,678	-1.2%

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

107

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

$5,977

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
LINDA GARDNER	President	2.00	Director	$2,447	$0	$2,447
LAWRENCE ZEPEDA	Executive Board	2.00	Director	$1,307	$0	$1,307
FELICIA CALDWELL	Financial Secretary	2.00	Director	$1,019	$0	$1,019
ARLISHER CALVIN	Executive Board	2.00	Director	$661	$0	$661
GLORIA LOPEZ	Vice President	2.00	Director	$153	$0	$153
BARBARA WHITECOTTON	Executive Board	2.00	Director	$150	$0	$150
ANGELA TUCKER	Sergeant at Arms	2.00	Director	$122	$0	$122
MICHELLE Y HARRIS	Executive Board	2.00	Director	$118	$0	$118

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
2024	$1,035,416	$997,024	$368,929	$38,392
2023	$863,930	$1,061,608	$268,714	$-197,678
2022	$970,635	$928,791	$425,798	$41,844
2021	$1,080,216	$942,771	$361,191	$137,445
2020	$939,315	$755,639	$223,666	$183,676

Southwest Regional Joint Board Workers United