SOUTHWEST PUBLIC WORKERS' UNION (EIN 742657749) - 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

1989

Legal Domicile

Principal Officer

DIANA LOPEZ

Phone

2102992666

Tax Period

2023-01-01 to 2023-12-31

SOUTHWEST PUBLIC WORKERS' UNION, founded in 1989, is a micro nonprofit that reported $5K in total revenue in fiscal year 2023. Revenue fell 96% from the prior year — a significant decline worth monitoring. Expenses of $78K exceeded revenue, resulting in a 1407% operating deficit.

Mission

ORGANIZE LOW INCOME COMMUNITIES TO ADDRESS SOCIAL, ECONOMIC AND GENERAL NEEDS AFFECTING THEIR NEIGHBORHOODS.

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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 $5,040

Program Service Revenue $0

Investment Income $0

Other Revenue $132

TOTAL REVENUE $5,172

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $46,186

Other Expenses $77,964

TOTAL EXPENSES $77,964

Year-over-Year Comparison

	2023	2022	Change
Revenue	$5,172	$117,400	-1.0%
Expenses	$77,964	$15,918	+3.9%
Net Income	$-72,792	$101,482	-1.7%

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

N/A

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

$1,115

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
DIANA LOPEZ	EXECUTIVE DI	5.00	Officer	$1,115	$0	$1,115
MADELEIN SANTIBANEZ	PRESIDENT	2.00	Officer Director	$0	$0	$0
LORENA CASTANEDA	SECRETARY	2.00	Officer Director	$0	$0	$0
MICHAEL OLIVAS	VICE PRESIDE	2.00	Officer Director	$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	$5,172	$77,964	$108,573	$-72,792
2022	$117,400	$15,918	$181,365	$101,482
2021	$45,770	$21,203	$79,883	$24,567
2020	$22,265	$35,694	$55,316	$-13,429
2019	$39,465	$5,121	$68,745	$34,344
2018	$122,895	$176,475	$34,401	$-53,580
2017	$101,685	$70,877	$88,165	$30,808
2016	$133,408	$106,949	$57,173	$26,459

SOUTHWEST PUBLIC WORKERS' UNION