COMMUNICATION WORKERS OF AMERICA LU 9413 (EIN 880089022) - 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

1999

Legal Domicile

Phone

7753229413

Tax Period

2024-10-01 to 2025-09-30

COMMUNICATION WORKERS OF AMERICA LU 9413, founded in 1999, is a small nonprofit that reported $277K in total revenue in fiscal year 2024. Expenses of $267K left a modest 4% surplus.

Mission

THE COMMUNICATIONS WORKERS OF AMERICA LOCAL UNION 9413 IS THE COLLECTIVE BARGAINING AGENT FOR THE MEN AND WOMEN EMPLOYED BY UNION SHOPS IN THE RELATED INDUSTRY. AS A MEMBER SUPPORTED ORGANIZATION, THE MAJORITY OF INCOME IS GENERATED BY DUES. THE LOCAL UNION OPERATES A HIRING HALL, ORGANIZES WORKERS, AND NEGOTIATES COMPENSATION FOR MEMBERS OF THE LOCAL 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 (2024)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $275,395

Investment Income $0

Other Revenue $1,374

TOTAL REVENUE $276,769

Expense Breakdown

Grants Paid $4,870

Salaries & Benefits $200,981

Fundraising Expenses $65,946

Program Expenses $22,649

Other Expenses $61,097

TOTAL EXPENSES $266,948

Year-over-Year Comparison

	2024	2023	Change
Revenue	$276,769	N/A	N/A
Expenses	$266,948	N/A	N/A
Net Income	$9,821	N/A	N/A

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

$140,549

Total Directors

$24,845

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
RICHARD ELLIS	President	38.00	Officer	$52,889	$0	$52,889
ELIZABETH SHERMAN	Vice President	24.00	Officer	$38,805	$0	$38,805
PAMELA MENDEZ	Secretary	15.00	Director	$24,845	$0	$24,845
JOANN WILLIAMS	Treasurer	15.00	Officer	$24,103	$0	$24,103
CARLA CAMPOS-ORTIZ	President	10.50	Officer	$18,032	$0	$18,032
JOSH LA PLANTE	Vice President	6.20	Officer	$6,720	$0	$6,720

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
2025	$276,769	$266,948	$28,174	$9,821
2024	$269,559	$333,414	$155,520	$-63,855
2023	$250,954	$224,580	$202,145	$26,374
2022	$248,615	$271,495	$176,956	$-22,880
2021	$272,220	$259,950	$197,075	$12,270
2020	$238,928	$220,133	$183,419	$18,795
2018	$212,673	$217,805	$189,917	$-5,132

COMMUNICATION WORKERS OF AMERICA LU 9413