Office & Professional Employees INTERNATIONAL UNION LOCAL 8 (EIN 910344245) - 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

1945

Legal Domicile

Principal Officer

Kellie McGuire

Phone

2064418880

Tax Period

2023-01-01 to 2023-12-31

Office & Professional Employees INTERNATIONAL UNION LOCAL 8, founded in 1945, is a community nonprofit that reported $6.4M in total revenue in fiscal year 2023. Revenue grew 11% year-over-year, indicating healthy expansion. Expenses of $6.1M left a modest 5% surplus.

Mission

TO ORGANIZE ALL UNORGANIZED PROFESSIONAL, TECHNICAL, OFFICE, CLERICAL AND HEALTH CARE EMPLOYEES, TO SECURE TERMS OF EMPLOYMENT FOR ITS MEMBERS, SECURE FAIR WAGES, AND GOOD WORKING CONDITIONS.

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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 $8,389

Program Service Revenue $6,327,144

Investment Income $42,666

Other Revenue $37,177

TOTAL REVENUE $6,415,376

Expense Breakdown

Grants Paid $20,212

Salaries & Benefits $3,626,109

Fundraising Expenses $0

Other Expenses $2,458,045

TOTAL EXPENSES $6,112,650

Year-over-Year Comparison

	2023	2022	Change
Revenue	$6,415,376	$5,767,496	+0.1%
Expenses	$6,112,650	$5,372,526	+0.1%
Net Income	$302,726	$394,970	-0.2%

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

$192,551

Total Directors

$206,166

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Suzanne Mode	Business Manager	40.00		$163,100	$57,704	$220,804
Valarie Peaphon	Union Rep	40.00		$144,482	$53,194	$197,676
Erin Adamson	Union Rep	40.00		$141,468	$52,854	$194,322
Corinne Cosentino	Sec-Tre/Org Dir	40.00	Officer Director	$138,960	$52,724	$191,684
Leslie Liddle	Union Rep	40.00		$137,263	$50,543	$187,806
Patrick Pedersen	Union Rep	40.00		$128,596	$49,684	$178,280
Paul Bender	Executive Board	0.50	Director	$7,316	$0	$7,316
Bobbie Pringle	Executive Board	0.50	Director	$2,754	$0	$2,754
Richard Nesbitt	Executive Board	0.50	Director	$2,275	$0	$2,275
Anthony Forte	Executive Board	0.50	Director	$1,270	$0	$1,270
Sara Franklin	Vice President	5.00	Officer Director	$867	$0	$867
Kellie McGuire	President	0.50	Officer Director	$0	$0	$0
Brandon Ashford-Whitfield	Executive Board	0.50	Director	$0	$0	$0
Emmanuel Flores	Executive Board	0.50	Director	$0	$0	$0
Elizabeth Maass	Executive Board	0.50	Director	$0	$0	$0
Elizabeth Flavin	Executive Board	0.50	Director	$0	$0	$0
Coreale Forrest	Executive Board	0.50	Director	$0	$0	$0
Barb Cameron	Executive Board	0.50	Director	$0	$0	$0
Brandon Galovin	Executive Board	0.50	Director	$0	$0	$0
Byram Simpson	Executive Board	0.50	Director	$0	$0	$0
Theresa Sullivan	Executive Board	0.50	Director	$0	$0	$0
Lucy Lopez	Executive Board	0.50	Director	$0	$0	$0
Corina Yballa	Executive Board	0.50	Director	$0	$0	$0
Benjamin Peterson	Executive Board	0.50	Director	$0	$0	$0
David Olivera	Executive Board	0.50	Director	$0	$0	$0
Katrina Ondeck	Recording Secre	0.50	Officer Director	$0	$0	$0
Misha Smith	Executive Board	0.50	Director	$0	$0	$0
Robin Sullivan	Executive Board	0.50	Director	$0	$0	$0
Sara Jimenez	Executive Board	0.50	Director	$0	$0	$0
Debbie Guillot	Executive Board	0.50	Director	$0	$0	$0
John L Adams	Past Vice Pres	0.50	Officer Director	$0	$0	$0
Catherine Houser	Past Exec Board	0.50	Director	$0	$0	$0
Joanne Ortiz	Past Exec Board	0.50	Director	$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
2025	No data	No data	No data	No data
2024	No data	No data	No data	No data
2023	$6,415,376	$6,112,650	$2,989,633	$302,726
2022	$5,767,496	$5,372,526	$2,691,790	$394,970
2021	$5,546,628	$4,925,160	$2,297,205	$621,468
2020	$5,199,286	$4,990,402	$1,671,985	$208,884
2019	$5,138,462	$4,723,072	$1,470,393	$415,390
2018	$4,582,561	$4,336,604	$1,053,363	$245,957

Office & Professional Employees INTERNATIONAL UNION LOCAL 8