UNITE HERE LOCAL 7 (EIN 520677684) - 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

1956

Legal Domicile

Principal Officer

TRACY LINGO

Phone

4434385607

Tax Period

2023-01-01 to 2023-12-31

UNITE HERE LOCAL 7, founded in 1956, is a small nonprofit that reported $986K in total revenue in fiscal year 2023. Revenue surged 23% from the prior year, signaling strong growth momentum.

Mission

ORGANIZE AND REPRESENT WORKERS IN THE HOSPITALITY INDUSTRY, TO ESTABLISH FAIR WAGES, BENEFITS AND RIGHTS ON THE JOB.

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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 $12,533

Program Service Revenue $856,692

Investment Income $24,222

Other Revenue $92,316

TOTAL REVENUE $985,763

Expense Breakdown

Grants Paid $16,399

Salaries & Benefits $568,998

Fundraising Expenses $0

Other Expenses $446,063

TOTAL EXPENSES $1,031,460

Year-over-Year Comparison

	2023	2022	Change
Revenue	$985,763	$803,399	+0.2%
Expenses	$1,031,460	$1,000,131	+0.0%
Net Income	$-45,697	$-196,732	-0.8%

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

$258,175

Total Directors

$258,175

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
ROXIE HERBEKIAN	PRESIDENT THROUGH 05/23	55.00	Officer Director	$29,890	$0	$29,890
STEPHEN BETHEA	VICE PRESIDENT	10.00	Officer Director	$0	$0	$0
KRISTA STROTHMANN	FINANCIAL SECRETARY	50.00	Officer Director	$83,399	$22,848	$106,247
ELIZABETH SCHUELER	RECORDING SECRETARY	5.00	Officer Director	$0	$0	$0
NNAMEKE ONEJEME	SERGEANT AT ARMS	5.00	Officer Director	$0	$0	$0
DEBORAH GREEN	BOARD MEMBER	5.00	Director	$0	$0	$0
KIMBERLY RANDALL	BOARD MEMBER	5.00	Director	$0	$0	$0
LISA BROWN	BOARD MEMBER	5.00	Director	$0	$0	$0
ANDREA WILLIAMS	BOARD MEMBER	5.00	Director	$0	$0	$0
TRACY LINGO	PRESIDENT STARTING 05/23	55.00	Officer Director	$79,515	$42,523	$122,038

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	No data	No data	No data	No data
2023	$985,763	$1,031,460	$649,930	$-45,697
2022	$803,399	$1,000,131	$736,864	$-196,732
2021	$1,187,422	$897,180	$963,939	$290,242
2020	$1,276,814	$1,027,139	$686,619	$249,675
2019	$1,159,443	$1,029,106	$328,235	$130,337
2018	$1,105,118	$1,122,205	$297,868	$-17,087

UNITE HERE LOCAL 7