UNITE HERE 165 LOCAL BARTENDERS INT AFFILIATED UNITE HERE INTL UNION (EIN 880024168) - 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

1934

Legal Domicile

Principal Officer

TERRY GREENWALD

Phone

7023847774

Tax Period

2024-01-01 to 2024-12-31

UNITE HERE 165 LOCAL BARTENDERS INT AFFILIATED UNITE HERE INTL UNION, founded in 1934, is a community nonprofit that reported $3.8M in total revenue in fiscal year 2024. Revenue grew 10% year-over-year, indicating healthy expansion. Expenses of $3.5M left a modest 7% surplus.

Mission

ORGANIZATION OF MEMBERS, NEGOTIATE AND ENFORCE BARGAINING AGREEMENTS TO PROVIDE SUPERIOR WAGES BENEFITS AND WORK CONDITIONS FOR OUR INDUSTRY

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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 (2024)

Revenue Breakdown

Contributions & Grants $3,612,272

Program Service Revenue $98,093

Investment Income $17,384

Other Revenue $23,165

TOTAL REVENUE $3,750,914

Expense Breakdown

Grants Paid $0

Salaries & Benefits $1,933,488

Fundraising Expenses $0

Other Expenses $1,539,924

TOTAL EXPENSES $3,473,412

Year-over-Year Comparison

	2024	2023	Change
Revenue	$3,750,914	$3,399,128	+0.1%
Expenses	$3,473,412	$3,204,273	+0.1%
Net Income	$277,502	$194,855	+0.4%

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

$345,729

Total Directors

$114,963

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
TERRY GREENWALD	SECRETARY/TR	40.00	Officer	$153,685	$22,286	$175,971
LANA RENTON-LOEBIG	PRESIDENT	40.00	Officer	$140,272	$22,286	$162,558
GREGORY VENEZIA	VICE PRESIDE	2.00	Officer	$7,200	$0	$7,200
ROBERT MOYA	EXECUTIVE BO	2.00	Director	$3,600	$0	$3,600
DALE PRYOR	EXECUTIVE BO	2.00	Director	$9,060	$0	$9,060
MIKE ZAPOROWSKI	EXECUTIVE BO	2.00	Director	$3,600	$0	$3,600
NICHOLAS HOUCK	EXECUTIVE BO	2.00	Director	$3,600	$0	$3,600
KARRI KRATZ	EXECUTIVE BO	40.00	Director	$78,314	$16,789	$95,103
KATHY FARO	TRUSTEE	1.00	Director	$0	$0	$0
RUSSELL COLGRAVE	TRUSTEE	1.00	Director	$0	$0	$0
DENNIS REDD	TRUSTEE	1.00	Director	$0	$0	$0
GEOFFREY THOMAS	CONTROLLER	40.00	Highest	$123,663	$22,286	$145,949
MICHAEL CIANCI	BUSINESS REP	40.00	Highest	$121,532	$22,286	$143,818
JOSE CANO	ORGANIZER	40.00	Highest	$121,191	$22,286	$143,477
MICHAEL CONTORELLI	BUSINESS REP	40.00	Highest	$122,453	$22,286	$144,739
RUDY ROYBAL	ORGANIZER	40.00	Highest	$108,682	$22,286	$130,968

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	$3,750,914	$3,473,412	$2,130,677	$277,502
2023	$3,399,128	$3,204,273	$1,964,866	$194,855
2022	$2,673,299	$3,151,013	$1,721,330	$-477,714
2021	$2,941,935	$3,010,675	$2,340,062	$-68,740
2020	$2,336,492	$2,632,093	$2,614,656	$-295,601
2019	$3,126,735	$3,199,611	$2,712,232	$-72,876
2018	$3,239,821	$3,095,857	$2,729,106	$143,964

UNITE HERE 165 LOCAL BARTENDERS INT AFFILIATED UNITE HERE INTL UNION