LOCAL 514 (EIN 461144986) - 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

Principal Officer

JOSH GOTTLIEB

Phone

9147153449

Tax Period

2024-01-01 to 2024-12-31

LOCAL 514 is a small nonprofit in the Employment sector that reported $720K in total revenue in fiscal year 2024. Expenses of $698K left a modest 3% surplus.

Mission

LABOR UNION, ORGANIZE WORKERS AND REPRESENT MEMBERS WITH LABOR ISSUES

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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 $719,905

Investment Income $0

Other Revenue $0

TOTAL REVENUE $719,905

Expense Breakdown

Grants Paid $0

Salaries & Benefits $451,382

Fundraising Expenses $0

Other Expenses $246,682

TOTAL EXPENSES $698,064

Year-over-Year Comparison

	2024	2023	Change
Revenue	$719,905	$702,049	+0.0%
Expenses	$698,064	$884,915	-0.2%
Net Income	$21,841	$-182,866	-1.1%

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

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

$328,035

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JOSH GOTTLIEB	PRESIDENT	40.00	Officer	$155,572	$0	$155,572
BRENDON DEVER	SECY-TREASURER	40.00	Officer	$103,555	$0	$103,555
JESUS DUQUE	VP	40.00	Officer	$68,908	$0	$68,908

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	$719,905	$698,064	$319,010	$21,841
2023	$702,049	$884,915	$488,735	$-182,866
2022	$541,682	$676,346	$330,421	$-134,664
2021	$698,402	$382,271	$465,085	$316,131
2020	$610,740	$508,941	$148,954	$101,799
2019	$508,136	$493,350	$47,155	$14,786
2018	$396,800	$388,840	$23,515	$7,960

LOCAL 514