PUBLIC EMPLOYEES LOCAL 71 (EIN 920047054) - 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

1986

Legal Domicile

Principal Officer

JORDAN ADAMS

Phone

9072767211

Tax Period

2023-01-01 to 2023-12-31

PUBLIC EMPLOYEES LOCAL 71, founded in 1986, is a community nonprofit that reported $2.3M in total revenue in fiscal year 2023. Revenue decreased 8% compared to the prior year. Expenses of $2.6M exceeded revenue, resulting in a 14% operating deficit.

Mission

UNION REPRESENTATION OF MEMBERSHIP

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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 $7,250

Program Service Revenue $2,178,198

Investment Income $62,778

Other Revenue $51,305

TOTAL REVENUE $2,299,531

Expense Breakdown

Grants Paid $34,219

Salaries & Benefits $1,420,938

Fundraising Expenses $0

Other Expenses $1,170,046

TOTAL EXPENSES $2,625,203

Year-over-Year Comparison

	2023	2022	Change
Revenue	$2,299,531	$2,488,224	-0.1%
Expenses	$2,625,203	$2,498,975	+0.1%
Net Income	$-325,672	$-10,751	+29.3%

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

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

$514,515

Total Directors

$514,515

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JORDAN ADAMS	BUSINESS MANAGER/SECRETARY	40.00	Officer Director	$152,938	$65,339	$218,277
WILLIAM MEERS	EXECUTIVE BOARD MEMBER	40.00	Officer Director	$113,777	$57,696	$171,473
KYLE PERRY	RECORDING SECRETARY STARTI	40.00	Officer Director	$82,274	$42,491	$124,765
MATTHEW CRUIKSHANK	PRESIDENT THRU 5/25	1.00	Officer Director	$0	$0	$0
PHILIP PETRIE	PRESIDENT STARTING 5/25	1.00	Officer Director	$0	$0	$0
BRIAN LASHINSKI	VICE PRESIDENT STARTING 5/25	1.00	Officer Director	$0	$0	$0
JESSE DAVIS	SERGEANT AT ARMS THRU 6/1	1.00	Officer Director	$0	$0	$0
CHUCK GIELOW	SERGEANT AT ARMS STARTING 9/14	1.00	Officer Director	$0	$0	$0
MARK LASETER	ELECTED AUDITOR	1.00	Officer	$0	$0	$0
JOHN WALTERS	ELECTED AUDITOR	1.00	Officer	$0	$0	$0
THOMAS DALTON	EXECUTIVE BOARD MEMBER	1.00	Officer Director	$0	$0	$0
CATHY ROBBINS	EXECUTIVE BOARD MEMBER	1.00	Officer Director	$0	$0	$0
LEROY SMITH	ELECTED AUDITOR STARTING 5/25	1.00	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	No data	No data	No data	No data
2023	$2,299,531	$2,625,203	$3,030,125	$-325,672
2022	$2,488,224	$2,498,975	$3,159,087	$-10,751
2022	$2,488,224	$2,498,975	$3,159,087	$-10,751
2021	$2,444,489	$2,160,834	$3,567,702	$283,655
2020	$2,605,462	$2,353,003	$3,279,384	$252,459
2019	$2,649,033	$2,815,472	$2,921,487	$-166,439
2018	$2,959,952	$3,142,232	$2,987,780	$-182,280

PUBLIC EMPLOYEES LOCAL 71