OPEIU LOCAL NO 251 (EIN 850113851) - 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

1950

Legal Domicile

Phone

5055730553

Tax Period

2023-01-01 to 2023-12-31

OPEIU LOCAL NO 251, founded in 1950, is a small nonprofit that reported $307K in total revenue in fiscal year 2023. Revenue surged 23% from the prior year, signaling strong growth momentum. Expenses of $272K left a modest 11% surplus.

Mission

BARGAIN/ENFORCE CONTRACTS AND REPRESENT MEMBERS IN DISPUTES OR VIOLATION OF CONTRACTS.

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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 $304,108

Program Service Revenue $0

Investment Income $3,097

Other Revenue $0

TOTAL REVENUE $307,205

Expense Breakdown

Grants Paid $0

Salaries & Benefits $73,515

Fundraising Expenses $0

Program Expenses $250,018

Other Expenses $198,957

TOTAL EXPENSES $272,472

Year-over-Year Comparison

	2023	2022	Change
Revenue	$307,205	$249,011	+0.2%
Expenses	$272,472	$216,295	+0.3%
Net Income	$34,733	$32,716	+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

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

$56,193

Total Directors

$3,502

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
KELLEY ALLEN	President	20.00	Officer	$20,939	$0	$20,939
ANGELEEN SAIZ	Sec/Treas	20.00	Officer	$18,333	$0	$18,333
PHYLLIS RUTKA	Vice President	5.00	Officer	$11,728	$0	$11,728
KRISTEN LUJAN	RECORDING SEC.	5.00	Officer	$5,193	$0	$5,193
PCHRISTIE CHAMBERS	Trustee	5.00	Director	$2,798	$0	$2,798
SAMUEL RUIZ	Trustee	5.00	Director	$661	$0	$661
BRENDA JARAMILLO	Trustee	5.00	Director	$43	$0	$43

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	$307,205	$272,472	$567,528	$34,733
2022	$249,011	$216,295	$532,895	$32,716
2021	$223,721	$201,336	$501,680	$22,385
2020	$233,492	$174,953	$476,226	$58,539
2019	$237,884	$190,268	$417,256	$47,616
2018	$213,171	$186,370	$375,856	$26,801

OPEIU LOCAL NO 251