OFFICE AND PROFESSIONAL EMPLOYEES INTERNATIONAL UNION (EIN 621862224) - 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

1981

Legal Domicile

Phone

8656376547

Tax Period

2023-01-01 to 2023-12-31

OFFICE AND PROFESSIONAL EMPLOYEES INTERNATIONAL UNION, founded in 1981, is a micro nonprofit that reported $99K in total revenue in fiscal year 2023. The organization ran a surplus of $19K, a strong 19% operating margin.

Mission

PROVIDE SERVICE & COUNSEL FOR UNION MEMBERS IN SUCH ACTIVITIES AS CONTACT NEGOTIATIONS, HEARINGS, AND ARBITRATIONS.

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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 $98,958

Program Service Revenue $0

Investment Income $138

Other Revenue $0

TOTAL REVENUE $99,096

Expense Breakdown

Grants Paid $0

Salaries & Benefits $22,023

Fundraising Expenses $0

Program Expenses $0

Other Expenses $58,494

TOTAL EXPENSES $80,517

Year-over-Year Comparison

	2023	2022	Change
Revenue	$99,096	$97,628	+0.0%
Expenses	$80,517	$28,481	+1.8%
Net Income	$18,579	$69,147	-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

$6,125

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
CONNIE GODDARD	SECRETARY-TREASURER	5	Officer	$6,125	$0	$6,125
SUSAN BOSO	ATLANTA SHOP CHAIR	0	Director	$0	$0	$0
BALLARD JACKSON	TRUSTEE	0	Director	$0	$0	$0
JAMES MCDANIEL	DOE SHOP CHAIR	0	Director	$0	$0	$0
DOROTHY TATUM	TVA SHOP CHAIR	0	Director	$0	$0	$0
GEORGIA BARNETT	ALABAMA SHOP CHAIR	0	Director	$0	$0	$0
BARRY STEELE	TRUSTEE	0	Director	$0	$0	$0
NATALIE FERRIS	PRESIDENT	0	Officer	$0	$0	$0
BEVERLY DUCKETT	VICE PRESIDENT	0	Officer	$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	$99,096	$80,517	$326,709	$18,579
2021	$99,107	$80,798	$287,910	$18,309

OFFICE AND PROFESSIONAL EMPLOYEES INTERNATIONAL UNION