WORKERS UNITED SEIU SOUTHERN REGIONAL JO (EIN 581086875) - Form 990 Financial Analysis & Trantor Score

🔒

Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Financial Trends

Organization Details

Formation Year

2004

Legal Domicile

Principal Officer

CHRIS BAUMANN

Phone

7703068856

Tax Period

2024-01-01 to 2024-12-31

WORKERS UNITED SEIU SOUTHERN REGIONAL JO, founded in 2004, is a community nonprofit that reported $5.4M in total revenue in fiscal year 2024. Revenue grew 16% year-over-year, indicating healthy expansion.

Mission

TO ORGANIZE, NEGOTIATE CONTRACTS FOR, REPRESENT WORKER INTERESTS AND ESTABLISH AND MAINTAIN COLLECTIVE BARGAINING AGREEMENTS AND WORK FOR THE BETTERMENT OF OUR MEMBERS AT THE LOCAL, STATE, AND NATIONAL LEVELS.

🔒

Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

Sign in to view Trantor Score and financial metrics

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

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $89,047

Program Service Revenue $3,313,631

Investment Income $83,429

Other Revenue $1,946,311

TOTAL REVENUE $5,432,418

Expense Breakdown

Grants Paid $0

Salaries & Benefits $2,372,333

Fundraising Expenses $0

Program Expenses $5,340,653

Other Expenses $2,968,320

TOTAL EXPENSES $5,340,653

Year-over-Year Comparison

	2024	2023	Change
Revenue	$5,432,418	$4,691,468	+0.2%
Expenses	$5,340,653	$4,796,498	+0.1%
Net Income	$91,765	$-105,030	-1.9%

Key Indicators

✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✗ Schedule B Required

🔒

Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

370

Volunteers

300

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

$493,466

Total Directors

$499,632

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
HARRIS RAYNOR	ASSISTANT DIRECTOR	40.00	Officer Director	$95,472	$0	$95,472
BERNETHA BROWN	MANAGER	40.00	Officer Director	$97,537	$0	$97,537
CHRIS BAUMANN	DIRECTOR	40.00	Officer Director	$123,758	$0	$123,758
MARTHA SESSION	RECORDING SECRETARY	1.00	Director	$10,857	$0	$10,857
LEE PERRY	EXECUTIVE BOARD	1.00	Director	$458	$0	$458
CURTIS ANDERSON	EXECUTIVE BOARD	1.00	Director	$2,301	$0	$2,301
CICERO HALL	VICE PRESIDENT	1.00	Director	$3,677	$0	$3,677
JENESTA HADLEY	EXECUTIVE BOARD	1.00	Director	$485	$0	$485
JOHN MCALLISTER	EXECUTIVE BOARD	1.00	Director	$671	$0	$671
ANNIE CURTIES	EXECUTIVE BOARD	1.00	Director	$384	$0	$384
TAMIKA REED	EXECUTIVE BOARD	1.00	Director	$2,232	$0	$2,232
MARK WILKERSON	MANAGER	40.00	Officer Director	$89,264	$0	$89,264
LORA PORTER	PRESIDENT	1.00	Director	$72,536	$0	$72,536
LOVONNE CHAPMAN	TREASURER	40.00	Officer	$87,435	$0	$87,435

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	$5,432,418	$5,340,653	$11,573,573	$91,765
2023	$4,691,468	$4,796,498	$9,797,556	$-105,030
2022	$4,860,834	$5,218,965	$8,442,418	$-358,131
2021	$4,700,668	$4,143,798	$8,754,095	$556,870
2020	$4,476,137	$4,050,645	$6,950,552	$425,492
2019	$4,510,613	$4,532,223	$6,696,926	$-21,610
2018	$4,748,262	$4,749,873	$6,096,504	$-1,611

WORKERS UNITED SEIU SOUTHERN REGIONAL JO