UNITED FOOD AND COMMERCIAL WORKERS INTERNATIONAL UNION LOCAL NO 663 (EIN 831802813) - 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

2018

Legal Domicile

Principal Officer

RENA WONG

Phone

7635251500

Tax Period

2023-01-01 to 2023-12-31

UNITED FOOD AND COMMERCIAL WORKERS INTERNATIONAL UNION LOCAL NO 663, founded in 2018, is a community nonprofit that reported $7.1M in total revenue in fiscal year 2023. Expenses of $8.1M exceeded revenue, resulting in a 15% operating deficit.

Mission

LABOR UNION

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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 $186,440

Program Service Revenue $6,528,311

Investment Income $300,993

Other Revenue $39,178

TOTAL REVENUE $7,054,922

Expense Breakdown

Grants Paid $29,896

Salaries & Benefits $3,823,843

Fundraising Expenses $0

Other Expenses $4,176,260

TOTAL EXPENSES $8,090,649

Year-over-Year Comparison

	2023	2022	Change
Revenue	$7,054,922	$6,884,233	+0.0%
Expenses	$8,090,649	$7,818,913	+0.0%
Net Income	$-1,035,727	$-934,680	+0.1%

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

Governance

Voting Members

Independent Members

N/A

Employees

304

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

$1,264,568

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
RENA WONG	PRESIDENT	40.00	Officer	$160,507	$24,785	$185,292
MICHAEL LACOSTE	SECRETARY TREASURER	40.00	Officer	$109,798	$24,785	$134,583
MICHAEL POTTER	SECRETARY TREASURER - PAST	40.00	Officer	$154,984	$6,674	$161,658
COURTNEY HUBER	RECORDING SECRETARY	3.00	Officer	$12,306	$0	$12,306
NICHOLAS STUTE	VICE PRESIDENT - PAST	4.00	Officer	$7,296	$0	$7,296
JOHN PIGNATO	VICE PRESIDENT	4.00	Officer	$13,015	$0	$13,015
CHRISTOPHER ERICKSON	VICE PRESIDENT	4.00	Officer	$13,163	$0	$13,163
MARK HUSBYN	VICE PRESIDENT	5.00	Officer	$13,760	$0	$13,760
AYAYEW BEJICA	VICE PRESIDENT	8.00	Officer	$11,417	$0	$11,417
ANTONIO JIMENEZ	VICE PRESIDENT	3.00	Officer	$7,462	$0	$7,462
YOLANDA MARTINEZ	VICE PRESIDENT	2.00	Officer	$6,411	$0	$6,411
JUAN TRAPERO	VICE PRESIDENT	5.00	Officer	$9,234	$0	$9,234
ZACHARY QUANDT	VICE PRESIDENT - PAST	2.00	Officer	$6,936	$0	$6,936
RODNEY RYKS	VICE PRESIDENT - PAST	2.00	Officer	$3,558	$0	$3,558
TERRY WOLFGRAM	VICE PRES-PAST/UNION STEWARD	40.00	Officer	$25,593	$0	$25,593
MICHAEL KARNES	VICE PRESIDENT	12.00	Officer	$14,592	$12,394	$26,986
JAYSON GALLAGER	VICE PRES/UNION REP	40.00	Officer	$46,219	$12,652	$58,871
JUDI JOHNSON	VICE PRESIDENT	5.00	Officer	$14,795	$0	$14,795
JESSICA HAYSSEN	VICE PRES/COMM DIRECTOR	40.00	Officer	$99,660	$24,785	$124,445
KRISTINE FOSLIEN	VICE PRESIDENT	5.00	Officer	$9,112	$0	$9,112
JESS ALEXANDER	VICE PRES/LEAD ORGANIZER	40.00	Officer	$84,045	$24,785	$108,830
SCOTT LARSON	VICE PRES/METRO DIRECTOR - PAST	40.00	Officer	$147,142	$15,884	$163,026
CLAUDIA AMBRIZ	VICE PRES/UNION STEWARD	40.00	Officer	$78,274	$8,035	$86,309
JERRY BOLASH	VICE PRESIDENT	1.00	Officer	$1,566	$0	$1,566
KODZO KUDATSI	VICE PRESIDENT	16.00	Officer	$25,646	$0	$25,646
TAE-SUNG LEE	VICE PRESIDENT	4.00	Officer	$8,278	$0	$8,278
GERMAN MUNOZ ROJO	VICE PRES/UNION STEWARD	40.00	Officer	$18,102	$0	$18,102
SOUAD SAMI	VICE PRESIDENT	3.00	Officer	$5,790	$0	$5,790
MARBEL BRUNO	VICE PRESIDENT	1.00	Officer	$1,128	$0	$1,128
LISA THOMA	UNION REPRESENTATIVE	40.00	Highest	$101,520	$3,925	$105,445
DOUGLAS RIGERT	UNION REPRESENTATIVE	40.00	Highest	$122,820	$24,785	$147,605
TIM SCHAEFER	UNION REPRESENTATIVE	40.00	Highest	$138,300	$29,952	$168,252
JAMES SCHOMMER	UNION REPRESENTATIVE	40.00	Highest	$104,332	$24,785	$129,117

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	$7,054,922	$8,090,649	$6,677,826	$-1,035,727
2022	$6,884,233	$7,818,913	$7,294,896	$-934,680
2021	$6,952,279	$6,012,240	$9,426,055	$940,039
2020	$10,425,961	$5,652,144	$7,470,899	$4,773,817
2019	$4,942,320	$6,037,463	$8,109,183	$-1,095,143

UNITED FOOD AND COMMERCIAL WORKERS INTERNATIONAL UNION LOCAL NO 663