LOCAL 9158 SALARIED EMPLOYEES OF NORTH AMERICA A DIVISION OF USW AFL-CIO CLC (EIN 521485854) - 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

1985

Legal Domicile

Principal Officer

JOSEPH SMITH

Phone

6173678589

Tax Period

2023-01-01 to 2023-12-31

LOCAL 9158 SALARIED EMPLOYEES OF NORTH AMERICA A DIVISION OF USW AFL-CIO CLC, founded in 1985, is a small nonprofit that reported $476K in total revenue in fiscal year 2023. Revenue decreased 18% compared to the prior year. The organization ran a surplus of $72K, a strong 15% operating margin.

Mission

TO BETTER THE TERMS AND CONDITIONS OF EMPLOYMENT FOR UNION MEMBERS.

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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 $0

Program Service Revenue $438,218

Investment Income $26,513

Other Revenue $11,400

TOTAL REVENUE $476,131

Expense Breakdown

Grants Paid $44,685

Salaries & Benefits $56,243

Fundraising Expenses $0

Other Expenses $303,278

TOTAL EXPENSES $404,206

Year-over-Year Comparison

	2023	2022	Change
Revenue	$476,131	$582,002	-0.2%
Expenses	$404,206	$335,056	+0.2%
Net Income	$71,925	$246,946	-0.7%

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

$36,600

Total Directors

$40,500

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JOSEPH SMITH	PRESIDENT	20.00	Officer Director	$9,000	$0	$9,000
JOHN SINAGRA	VICE PRESIDENT	15.00	Officer Director	$7,200	$0	$7,200
KEITH HENDERSON	FINANCIAL SECRETARY	15.00	Officer Director	$7,200	$0	$7,200
JOSEPH PLAGENZA	TREASURER	15.00	Officer Director	$7,200	$0	$7,200
LISA MENINO	RECORDING SECRETARY	15.00	Officer Director	$6,000	$0	$6,000
MICHAEL VARDARO	OUTSIDE GUIDE	2.00	Director	$600	$0	$600
VALERIE HOGAN	INSIDE GUARD	2.00	Director	$600	$0	$600
JOHNNY HERNANDEZ	GUIDE	2.00	Director	$600	$0	$600
JOHN DESTEFANO	TRUSTEE	2.00	Director	$600	$0	$600
ELLIOT DERDAK	TRUSTEE	3.00	Director	$900	$0	$900
KEMPTON FLEMMING	TRUSTEE	3.00	Director	$600	$0	$600

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	$476,131	$404,206	$4,195,572	$71,925
2022	$582,002	$335,056	$3,948,136	$246,946
2021	$657,102	$369,636	$3,828,692	$287,466
2020	$497,156	$293,303	$3,133,441	$203,853
2019	$608,529	$360,051	$2,797,010	$248,478
2018	$613,252	$329,740	$2,338,825	$283,512

LOCAL 9158 SALARIED EMPLOYEES OF NORTH AMERICA A DIVISION OF USW AFL-CIO CLC