International Longshore and Warehouse Union (EIN 940577594) - 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

1937

Legal Domicile

Principal Officer

EDWIN FERRIS

Phone

4157750533

Tax Period

2023-01-01 to 2023-12-31

International Longshore and Warehouse Union, founded in 1937, is a community nonprofit that reported $9.4M in total revenue in fiscal year 2023. Expenses of $19.2M exceeded revenue, resulting in a 103% operating deficit.

Mission

THE ORGANIZATION'S PRIMARY FUNCTION IS TO REPRESENT AND UNIONIZE WORKERS. THE ORGANIZATION MAINTAINS FIVE OFFICES TO ORGANIZE AND TO RENDER ASSISTANCE TO OVER 50 LOCALS AND UNION MEMBERS WHEN CALLED UPON TO DO SO.

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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 $0

Program Service Revenue $9,376,548

Investment Income $14,476

Other Revenue $29,703

TOTAL REVENUE $9,420,727

Expense Breakdown

Grants Paid $151,185

Salaries & Benefits $5,522,991

Fundraising Expenses $0

Other Expenses $13,491,606

TOTAL EXPENSES $19,165,782

Year-over-Year Comparison

	2023	2022	Change
Revenue	$9,420,727	$9,396,201	+0.0%
Expenses	$19,165,782	$8,148,105	+1.4%
Net Income	$-9,745,055	$1,248,096	-8.8%

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

$1,174,607

Total Directors

$1,185,057

Key Employees

$769,304

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
LINDSAY NICHOLAS	GENERAL COUNCIL/EXEC ADMIN	40.0	Key Emp	$239,060	$80,910	$319,970
PAUL SAM KREUTZ	VICE PRESIDENT	40.0	Officer Director	$216,684	$82,175	$298,859
WILLIAM ADAMS	PRESIDENT	40.0	Officer Director	$220,337	$77,540	$297,877
EDWIN FERRIS	SECRETARY TREASURER	40.0	Officer Director	$214,517	$76,492	$291,009
ROBERT OLVERA JR	VICE PRESIDENT	40.0	Officer Director	$211,002	$75,860	$286,862
REBECCA CONTRERAS	ACCOUNTING MANAGER	40.0	Key Emp	$162,890	$67,200	$230,090
RYAN DOWLING	ORGANIZING DIRECTOR	40.0	Key Emp	$153,699	$65,545	$219,244
ALEXANDRA JURCZAK	SENIOR ADVISOR	40.0	Highest	$142,866	$63,595	$206,461
ROY SAN FILIPPO	COMMUNICATION DIRECTOR	40.0	Highest	$139,492	$62,988	$202,480
ROBIN WALKER	LIBRARIAN/ARCHIVIST/EDUC DIR	35.0	Highest	$131,557	$61,560	$193,117
CARLOS CORDON	FIELD SERVICE ORGANIZER	35.0	Highest	$130,331	$61,340	$191,671
RYAN TAKAS	FIELD SERVICE ORGANIZER	35.0	Highest	$125,222	$60,420	$185,642
MELVIN MACKAY	EXECUTIVE BOARD	2.0	Director	$2,800	$0	$2,800
JESSE GROOM	EXECUTIVE BOARD	1.0	Director	$1,800	$0	$1,800
JOHN MARTZ	EXECUTIVE BOARD	1.0	Director	$1,800	$0	$1,800
MYKA DUBAY	EXECUTIVE BOARD	1.0	Director	$1,650	$0	$1,650
JOSE A NUEZ	EXECUTIVE BOARD	1.0	Director	$1,600	$0	$1,600
LUISA GRATZ	EXECUTIVE BOARD	1.0	Director	$800	$0	$800
ROB ASHTON	EXECUTIVE BOARD	1.0	Director	$0	$0	$0
RAY BENAVENTE	EXECUTIVE BOARD	1.0	Director	$0	$0	$0
SIERRA DELGADO	EXECUTIVE BOARD	1.0	Director	$0	$0	$0
RADFORD DEMOTTA	EXECUTIVE BOARD	1.0	Director	$0	$0	$0
JOHN FAGEAUX	EXECUTIVE BOARD	1.0	Director	$0	$0	$0
SEAN FARLEY	EXECUTIVE BOARD	1.0	Director	$0	$0	$0
MATT FINDLEY	EXECUTIVE BOARD	1.0	Director	$0	$0	$0
JASON FORD	EXECUTIVE BOARD	1.0	Director	$0	$0	$0
DAX KOHO	EXECUTIVE BOARD	1.0	Director	$0	$0	$0
DEAN MCGRATH	EXECUTIVE BOARD	1.0	Director	$0	$0	$0
DAN MCKISSON	EXECUTIVE BOARD	1.0	Director	$0	$0	$0
D KEHAU OYAMONT-MAEHA	EXECUTIVE BOARD	1.0	Director	$0	$0	$0
MICHAEL PODUE	EXECUTIVE BOARD	1.0	Director	$0	$0	$0
LOURDES R RIVERA	EXECUTIVE BOARD	1.0	Director	$0	$0	$0
RICARDO DE LA TORRE SR	EXECUTIVE BOARD	1.0	Director	$0	$0	$0
JAY UBELHART	EXECUTIVE BOARD	1.0	Director	$0	$0	$0
CHRISTIAN WEST	EXECUTIVE BOARD	1.0	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
2024	No data	No data	No data	No data
2023	$9,420,727	$19,165,782	$11,541,218	$-9,745,055
2022	$9,396,201	$8,148,105	$10,963,317	$1,248,096
2021	$8,857,061	$7,562,328	$9,534,737	$1,294,733
2020	$8,250,246	$7,218,135	$9,636,485	$1,032,111
2019	$8,546,665	$9,006,209	$8,403,773	$-459,544
2018	$8,165,984	$8,154,583	$8,098,901	$11,401

International Longshore and Warehouse Union