UNION OF ALPA PROFESSIONAL & ADMINSTRATIVE EMPLOYEES UNIT 1 (EIN 521308582) - Form 990 Financial Analysis & Trantor Score

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Tuckman-Chang Vulnerability Assessment

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

1952

Legal Domicile

Principal Officer

CECILIA E LEE

Phone

7036894143

Tax Period

2023-01-01 to 2023-12-31

UNION OF ALPA PROFESSIONAL & ADMINSTRATIVE EMPLOYEES UNIT 1, founded in 1952, is a small nonprofit that reported $101K in total revenue in fiscal year 2018. Revenue grew 9% year-over-year, indicating healthy expansion. Expenses of $88K left a modest 13% surplus.

Mission

TO COLLECTIVELY BARGAIN FOR ENFORECABLE WORK RULES, HEALTH INSURANCE, STABLE RETIREMENT BENEFITS, AND A FAIR SET PAY SCALE.

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Trantor Score

Financial Health & Payment Capacity Assessment (FICO Scale: 300–850)

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $127,791

Program Service Revenue $0

Investment Income $19,530

Other Revenue $0

TOTAL REVENUE $147,321

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $25,600

Other Expenses $53,771

TOTAL EXPENSES $53,771

Year-over-Year Comparison

	2023	2022	Change
Revenue	$147,321	$126,919	+0.2%
Expenses	$53,771	$59,369	-0.1%
Net Income	$93,550	$67,550	+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

204

Independent Members

204

Employees

N/A

Volunteers

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

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
RICHARD BARTSCH	PRESIDENT	24.00	Officer Director	$0	$0	$0
KEVIN BURTON	VICE-PRESIDENT	20.00	Officer Director	$0	$0	$0
BARBARA GOTTSHALK	SECRETARY	25.00	Officer Director	$0	$0	$0
CECILIA LEE	TREASURER	20.00	Officer Director	$0	$0	$0
MIKE BARRETO	PRESIDENT	30.00	Director	$0	$0	$0
ADAM MELIS	VICE-PRESIDENT	30.00	Director	$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
2024	No data	No data	No data	No data
2023	$147,321	$53,771	$1,127,436	$93,550
2022	$126,919	$59,369	$1,033,886	$67,550
2021	$112,036	$22,356	$966,335	$89,680
2020	$112,921	$93,051	$876,655	$19,870
2019	$102,258	$66,210	$856,785	$36,048
2018	$101,101	$88,359	$820,737	$12,742

UNION OF ALPA PROFESSIONAL & ADMINSTRATIVE EMPLOYEES UNIT 1