OFFICE AND PROFESSIONAL EMPLOYEES INTERNATIONAL UNION (EIN 711016972) - Form 990 Financial Analysis & Trantor Score

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Tuckman-Chang Vulnerability Assessment

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

2004

Legal Domicile

Principal Officer

Robert Kramer

Phone

3342373150

Tax Period

2024-01-01 to 2024-12-31

OFFICE AND PROFESSIONAL EMPLOYEES INTERNATIONAL UNION, founded in 2005, is a small nonprofit in the Employment sector that reported $999K in total revenue in fiscal year 2018. Revenue grew 12% year-over-year, indicating healthy expansion. The organization ran a surplus of $435K, a strong 44% operating margin.

Mission

Promote social/economic justice through collective bargaining, meetings, education, communication, organizing, community action, administration, maintenance of property/assets, delivery of benefits to represented mbrs, fraternal & social activities & activities which further common interests of the mbrship.

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Trantor Score

Financial Health & Payment Capacity Assessment (FICO Scale: 300–850)

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

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $1,115,175

Investment Income $0

Other Revenue $32,773

TOTAL REVENUE $1,147,948

Expense Breakdown

Grants Paid $13,300

Salaries & Benefits $470,645

Fundraising Expenses $0

Program Expenses $0

Other Expenses $687,719

TOTAL EXPENSES $1,171,664

Year-over-Year Comparison

	2024	2023	Change
Revenue	$1,147,948	$1,001,018	+0.1%
Expenses	$1,171,664	$1,246,810	-0.1%
Net Income	$-23,716	$-245,792	-0.9%

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

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

$414,330

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Robert Kramer II	President	0.4	Officer	$77,850	$0	$77,850
Kelly Gonzales	Sec-Treasurer	0.7	Officer	$75,200	$0	$75,200
Carlos Cuellar	SW Steward	0.7	Officer	$57,600	$0	$57,600
Gregory Poore	Vice President	0.2	Officer	$50,700	$0	$50,700
Michael Litteral	MidW Steward	0.3	Officer	$41,400	$0	$41,400
Paul Barbee	NE Steward	0.3	Officer	$37,800	$0	$37,800
Wesley Smith	SE Steward	0.2	Officer	$26,380	$0	$26,380
Gregory Oldham	W/NW Steward	0.2	Officer	$24,000	$0	$24,000
Michael Ojeda	Sec-Treasurer	0.1	Officer	$19,200	$0	$19,200
Scott Belknap	SE Steward	0	Officer	$4,200	$0	$4,200

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	$1,147,948	$1,171,664	$1,316,548	$-23,716
2023	$1,001,018	$1,246,810	$1,329,110	$-245,792
2022	$850,982	$1,348,443	$1,574,902	$-497,461
2021	$897,712	$1,058,315	$2,072,363	$-160,603
2020	$979,039	$780,722	$2,232,966	$198,317
2019	$835,106	$666,319	$2,034,649	$168,787
2018	$999,251	$564,375	$1,865,862	$434,876

OFFICE AND PROFESSIONAL EMPLOYEES INTERNATIONAL UNION