United Food and Commercial Workers Local 1155 (EIN 853250459) - 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

2020

Legal Domicile

Principal Officer

Roger Kail

Phone

6417521464

Tax Period

2024-01-01 to 2024-07-31

United Food and Commercial Workers Local 1155, founded in 2020, is a community nonprofit that reported $1.1M in total revenue in fiscal year 2023. Revenue fell 38% from the prior year — a significant decline worth monitoring. Expenses of $1.0M left a modest 6% surplus.

Mission

To promote fair working rules, wages and benefits for organized workers.

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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 $1,081,273

Program Service Revenue $0

Investment Income $141

Other Revenue $5,733

TOTAL REVENUE $1,087,147

Expense Breakdown

Grants Paid $0

Salaries & Benefits $455,545

Fundraising Expenses $0

Other Expenses $563,546

TOTAL EXPENSES $1,019,091

Year-over-Year Comparison

	2023	2022	Change
Revenue	$1,087,147	$1,756,791	-0.4%
Expenses	$1,019,091	$1,746,628	-0.4%
Net Income	$68,056	$10,163	+5.7%

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

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

$259,749

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Roger Kail	President	040.00	Officer	$50,385	$0	$50,385
Heredia Margarita	VP	040.00	Officer	$48,521	$0	$48,521
Jody Wells	Secretary-Treasurer	040.00	Officer	$45,347	$0	$45,347
Michael Sunken	VP	040.00	Officer	$45,281	$0	$45,281
Tim Nelson	VP	015.00	Officer	$38,035	$0	$38,035
Thomas Lian	VP	040.00	Officer	$19,317	$0	$19,317
Telma Cruz	VP	040.00	Officer	$6,648	$0	$6,648
Richard Morden	VP	001.00	Officer	$4,158	$0	$4,158
Michael Wells	VP	001.00	Officer	$1,297	$0	$1,297
Carlo Rodriguez	VP	001.00	Officer	$540	$0	$540
Baw Meh-Past	VP	001.00	Officer	$220	$0	$220
Michael Nelson	VP	001.00	Officer	$0	$0	$0
Blaine Heinhold	VP	001.00	Officer	$0	$0	$0
Kenneth O'Leary	VP	001.00	Officer	$0	$0	$0
Mark Cruz	VP	001.00	Officer	$0	$0	$0
Elena Kail	VP	001.00	Officer	$0	$0	$0
Jessica Khalid	VP	001.00	Officer	$0	$0	$0
Scott Davis	VP	005.00	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
2024	$1,087,147	$1,019,091	No data	$68,056
2023	$1,756,791	$1,746,628	$775,330	$10,163
2022	$1,730,307	$1,807,746	$764,564	$-77,439
2020	$303,935	$275,963	$900,239	$27,972

United Food and Commercial Workers Local 1155