COALITION OF KAISER PERMANENTE UNIONS AFL-CIO (EIN 522360920) - 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

2002

Legal Domicile

Principal Officer

CAROLINE LUCAS

Phone

2028441520

Tax Period

2023-01-01 to 2023-12-31

COALITION OF KAISER PERMANENTE UNIONS AFL-CIO, founded in 2002, is a community nonprofit that reported $5.8M in total revenue in fiscal year 2023. Revenue surged 34% from the prior year, signaling strong growth momentum.

Mission

TO COORDINATE AND ASSIST IN COLLECTIVE BARGAINING AND RELATED ACTIVITIES OF THE COALITION UNIONS, AND PROMOTE THE PARTNERSHIP BETWEEN KAISER PERMANENTE AND THE UNIONS THROUGH A VARIETY OF PROGRAMS.

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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 $5,772,665

Investment Income $9,403

Other Revenue $10,573

TOTAL REVENUE $5,792,641

Expense Breakdown

Grants Paid $0

Salaries & Benefits $3,787,649

Fundraising Expenses $0

Other Expenses $2,005,891

TOTAL EXPENSES $5,793,540

Year-over-Year Comparison

	2023	2022	Change
Revenue	$5,792,641	$4,330,641	+0.3%
Expenses	$5,793,540	$4,304,808	+0.3%
Net Income	$-899	$25,833	-1.0%

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

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

$238,389

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
VICKI JACKSON	CHAIR	1.00	Officer Director	$0	$0	$0
MEG NIEMI	EXECUTIVE BOARD MEMBER	1.00	Director	$0	$0	$0
SUSAN KORENKOV	EXECUTIVE BOARD MEMBER	1.00	Director	$0	$0	$0
TAMARA RUBYN	SECRETARY TREASURER	1.00	Officer Director	$0	$0	$0
FRANCISCO PRECIADO	VICE CHAIR	1.00	Officer Director	$0	$0	$0
CAROLINE LUCAS	EXECUTIVE DIRECTOR	35.00	Officer	$169,101	$69,288	$238,389
CHERYL GONZALEZ	NATIONAL COORDINATOR, NCAL	35.00	Highest	$156,689	$53,337	$210,026
ALEX ESPINOZA	NATIONAL COORDINATOR, SCAL	35.00	Highest	$150,151	$63,879	$214,030
JOHN KOLODNY	NATIONAL COORDINATOR, WORK	35.00	Highest	$151,736	$72,587	$224,323
ANISSA DIXON	OPERATIONS DIRECTOR	35.00	Highest	$154,289	$55,112	$209,401
NATALIE HOLTZINGER-CRUZ	STAFF DIRECTOR	35.00	Highest	$150,260	$66,812	$217,072

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	$5,792,641	$5,793,540	$1,155,916	$-899
2022	$4,330,641	$4,304,808	$1,494,491	$25,833
2021	$4,302,367	$4,339,595	$1,025,830	$-37,228
2020	$4,574,045	$4,529,685	$525,900	$44,360
2019	$4,548,731	$4,666,426	$1,301,138	$-117,695
2018	$8,266,224	$8,378,256	$1,176,441	$-112,032

COALITION OF KAISER PERMANENTE UNIONS AFL-CIO