LOCAL UNION NO 129 UBCJA

EIN: 800697279

KENT, WA

Total Revenue
$487,576
Total Expenses
$583,016
Total Assets
N/A
Net Assets
N/A
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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
2011
Legal Domicile
WA
Principal Officer
ANTHONY PENA
Phone
2539458812
Tax Period
2022-07-01 to 2023-03-01

LOCAL UNION NO 129 UBCJA, founded in 2011, is a small nonprofit that reported $488K in total revenue in fiscal year 2022. Revenue fell 41% from the prior year — a significant decline worth monitoring. Expenses of $583K exceeded revenue, resulting in a 20% operating deficit.

Mission

LABOR UNION FOR BENEFIT OF THE MEMBERSHIP

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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%)

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Financial Overview (2022)

Revenue Breakdown

Contributions & Grants $0
Program Service Revenue $471,667
Investment Income $242
Other Revenue $15,667
TOTAL REVENUE $487,576

Expense Breakdown

Grants Paid $9,292
Salaries & Benefits $244,413
Fundraising Expenses $0
Other Expenses $329,311
TOTAL EXPENSES $583,016

Year-over-Year Comparison

2022 2021 Change
Revenue $487,576 $822,256 -0.4%
Expenses $583,016 $777,376 -0.3%
Net Income $-95,440 $44,880 -3.1%
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

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Governance

Voting Members
N/A
Independent Members
N/A
Employees
15
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
1
$0
Total Directors
0
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
ANTHONY PENA SUPERVISOR O 1.00
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
2023 $487,576 $583,016 No data $-95,440
2022 $822,256 $777,376 $603,636 $44,880
2021 $892,887 $740,166 $553,846 $152,721
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