UNITED FOOD AND COMMERCIAL WORKERS INTERNATIONAL UNION (EIN 530220586) - 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

1941

Legal Domicile

Principal Officer

MILTON JONES

Phone

2022233111

Tax Period

2023-01-01 to 2023-12-31

UNITED FOOD AND COMMERCIAL WORKERS INTERNATIONAL UNION, founded in 1941, is a major nonprofit in the Employment sector that reported $244.2M in total revenue in fiscal year 2023. The organization ran a surplus of $52.5M, a strong 22% operating margin.

Mission

TO ORGANIZE ALL WORKERS FOR THE ECONOMIC, MORAL AND SOCIAL ADVANCEMENT OF THEIR CONDITION AND STATUS.

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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 $215,163,673

Investment Income $7,879,197

Other Revenue $21,168,760

TOTAL REVENUE $244,211,630

Expense Breakdown

Grants Paid $2,286,429

Salaries & Benefits $98,036,885

Fundraising Expenses $0

Other Expenses $82,589,132

TOTAL EXPENSES $191,679,890

Year-over-Year Comparison

	2023	2022	Change
Revenue	$244,211,630	$239,991,864	+0.0%
Expenses	$191,679,890	$188,943,835	+0.0%
Net Income	$52,531,740	$51,048,029	+0.0%

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

N/A

Employees

458

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

$6,718,473

Total Directors

$4,964,186

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
PERRONE ANTHONY	INTERNATIONAL PRESIDENT	39.80	Officer Director	$312,554	$70,334	$382,888
BARCLAY WARREN S	INT'L SECY-TREASURER (THROUGH 9/2023)	39.80	Officer Director	$362,443	$60,746	$423,189
JONES MILTON L	INT'L SECY-TREASURER (EFFECTIVE 9/2023)	39.80	Officer Director	$248,444	$68,463	$316,907
MEINEMA PAUL	EXEC VP/NAT'L PRESIDENT	39.80	Officer Director	$174,920	$49,081	$224,001
STUART APPELBAUM	EXEC VP/PRESIDENT RWDSU	10.00	Officer Director	$0	$70,050	$392,811
WERNER LORI A	EXECUTIVE VICE PRESIDENT	39.80	Officer Director	$244,913	$68,341	$313,254
AGER-NORMAN FALLON D	INT'L VICE PRESIDENT	40.00	Officer Director	$192,749	$67,942	$260,691
CROSBY TODD S	INT'L VICE PRES/ORG DIR	40.00	Officer Director	$18,747	$7,618	$26,365
EDWARDS BRAD	INT'L VICE PRESIDENT	40.00	Officer Director	$190,581	$67,347	$257,928
HEASLEY LANCE E	INT'L VICE PRESIDENT	40.00	Officer Director	$170,834	$66,891	$237,725
LAMBERT REGINA M	INT'L VICE PRESIDENT	40.00	Officer Director	$200,188	$67,708	$267,896
LAURITSEN MARK D	INT'L VICE PRESIDENT	40.00	Officer Director	$204,583	$67,647	$272,230
MECKLER KATHLEEN M	INT'L VICE PRESIDENT	40.00	Officer Director	$188,835	$67,852	$256,687
ORLANDO GEORGE J	INT'L VICE PRESIDENT	40.00	Officer Director	$203,066	$67,141	$270,207
ADEMOLA OYEFESO	INT'L VICE PRES/DIRECTOR	40.00	Officer Director	$0	$56,250	$248,080
RAMIREZ LETICIA	INT'L VICE PRESIDENT	40.00	Officer Director	$194,222	$67,347	$261,569
VINSON SCOTT A	INT'L VICE PRESIDENT	40.00	Officer Director	$195,309	$67,347	$262,656
WYNN BRYAN E	INT'L VICE PRESIDENT/DEPARTMENT DIRECTOR	40.00	Officer Director	$221,220	$67,882	$289,102
BRUNY JEAN-JOSEPH M	NON-DIR INTL VP	1.00	Officer	$20,000	$4,460	$24,460
BUONAUGURIO MARIA	NON-DIR INTL VP	1.00	Officer	$20,000	$4,460	$24,460
BURRIS RICHARD C	NON-DIR INTL VP	1.00	Officer	$6,615	$1,475	$8,090
CHAMBERS EDWARD	NON-DIR INTL VP	1.00	Officer	$20,000	$4,460	$24,460
COOK DAVID A	NON-DIR INTL VP	1.00	Officer	$20,000	$4,460	$24,460
CORDOVA KIM C	NON-DIR INTL VP	1.00	Officer	$20,000	$4,460	$24,460
DERISO FRANK	NON-DIR INTL VP	1.00	Officer	$20,000	$4,460	$24,460
DURSO JOHN	NON-DIR INTL VP	1.00	Officer	$20,000	$4,460	$24,460
FEDERICI MARK P	NON-DIR INTL VP	1.00	Officer	$20,000	$4,460	$24,460
FINN KATHY A	NON-DIR INTL VP	1.00	Officer	$14,077	$3,139	$17,216
GARRISON-CLAY DANIEL G	NON-DIR INTL VP	1.00	Officer	$20,000	$4,460	$24,460
GARVEY KEVIN C	NON-DIR INTL VP	1.00	Officer	$20,000	$4,460	$24,460
HALL JR CHARLES	NON-DIR INTL VP	1.00	Officer	$20,000	$4,460	$24,460
IVKA CARL	NON-DIR INTL VP	1.00	Officer	$20,000	$4,460	$24,460
LOMAX DONALD S	RETIRED INTERNATIONAL VICE PRESIDENT	1.00	Officer	$10,000	$2,582	$12,582
LOO PATRICK K	NON-DIR INTL VP	1.00	Officer	$20,000	$4,460	$24,460
LOVEALL JACQUES	NON-DIR INTL VP	1.00	Officer	$20,000	$4,460	$24,460
MCLAUGHLIN JAMES J	NON-DIR INTL VP	1.00	Officer	$20,000	$4,460	$24,460
MELIA TIMOTHY M	NON-DIR INTL VP	1.00	Officer	$20,000	$4,460	$24,460
NEWELL JR ROBERT W	NON-DIR INTL VP	1.00	Officer	$20,000	$4,460	$24,460
NICCOLLAI II JOHN T	NON-DIR INTL VP	1.00	Officer	$20,000	$4,460	$24,460
O'TOOLE ROBERT W	NON-DIR INTL VP	1.00	Officer	$20,000	$4,460	$24,460
PEDERSEN DANIEL B	NON-DIR INTL VP	1.00	Officer	$6,615	$7,288	$13,903
PENA EDUARDO R	INT'L VICE PRESIDENT/REGIONAL DIRECTOR	40.00	Officer	$292,814	$67,852	$360,666
POWELL STEVEN M	NON-DIR INTL VP	1.00	Officer	$20,000	$4,460	$24,460
QUICKEL RANDY	NON-DIR INTL VP	1.00	Officer	$20,000	$4,460	$24,460
RENNE FIORIGI	NON-DIR INTL VP	1.00	Officer	$20,000	$4,460	$24,460
RODRIGUEZ JOHN	NON-DIR INTL VP	1.00	Officer	$13,385	$2,985	$16,370
ROSAS MARTIN A	NON-DIR INTL VP	1.00	Officer	$20,000	$4,460	$24,460
SHEPPARD JR LEON E	NON-DIR INTL VP	1.00	Officer	$20,000	$4,460	$24,460
WHILLE HARVEY L	NON-DIR INTL VP	1.00	Officer	$20,000	$4,460	$24,460
WHITAKER JOHN A	NON-DIR INTL VP	1.00	Officer	$20,000	$33,450	$53,450
YOUNG IV WENDEL W	NON-DIR INTL VP	1.00	Officer	$20,000	$4,460	$24,460
YOUNG DAVID T	INT'L VICE PRESIDENT	40.00	Officer	$234,726	$69,186	$303,912
ZINDER ANDREA	NON-DIR INTL VP	1.00	Officer	$20,000	$4,460	$24,460
FIGUEIREDO LUCIA D	NON-DIR INTL VP	1.00	Officer	$4,979	$982	$5,961
FILATO ANTONIO	NON-DIR INTL VP	1.00	Officer	$14,938	$2,946	$17,884
HAGGERTY MICHAEL	NON-DIR INTL VP	1.00	Officer	$14,938	$2,946	$17,884
HANLEY WAYNE	NON-DIR INTL VP	1.00	Officer	$14,938	$2,946	$17,884
JONES KIMBERLY E	NON-DIR INTL VP	1.00	Officer	$14,938	$2,946	$17,884
TRAEGER JEFFREY D	NON-DIR INTL VP	1.00	Officer	$14,938	$2,946	$17,884
JOHN WHITAKER	NON-DIR INTL VP	1.00	Officer	$0	$19,764	$212,297
CAIN ANTHONY F	COMPTROLLER	40.00	Highest	$204,472	$67,141	$271,613
FORD PETER JAMES	GENERAL COUNSEL	40.00	Highest	$242,130	$67,141	$309,271
HONEYSUCKER LAQUITA V	CIVIL RIGHTS DIR	40.00	Highest	$193,034	$66,652	$259,686
PEDERSEN LISA D	ASST/SPC COUNSEL T/T PRES	40.00	Highest	$203,058	$67,347	$270,405
WISZYNSKI GEORGE	ASSOCIATE GENERAL COUNSEL	40.00	Highest	$193,222	$67,141	$260,363

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	$244,211,630	$191,679,890	$610,483,388	$52,531,740
2022	$239,991,864	$188,943,835	$531,305,933	$51,048,029
2021	$252,363,419	$189,588,145	$512,046,012	$62,775,274
2020	$247,224,999	$211,208,904	$448,141,412	$36,016,095
2019	$259,412,269	$203,638,119	$404,089,097	$55,774,150
2018	$251,804,153	$205,329,046	$339,224,220	$46,475,107

UNITED FOOD AND COMMERCIAL WORKERS INTERNATIONAL UNION