Office and Professional Employees International Union Local 29 (EIN 940730155) - 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

1946

Legal Domicile

Principal Officer

Kelly Gschwend

Phone

5107465960

Tax Period

2024-01-01 to 2024-12-31

Office and Professional Employees International Union Local 29, founded in 1946, is a community nonprofit that reported $4.2M in total revenue in fiscal year 2024. Revenue surged 25% from the prior year, signaling strong growth momentum. Expenses of $3.7M left a modest 12% surplus.

Mission

To promote and protect employees within their workspaces.

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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 $4,153,087

Investment Income $18,524

Other Revenue $0

TOTAL REVENUE $4,171,611

Expense Breakdown

Grants Paid $1,250

Salaries & Benefits $2,025,745

Fundraising Expenses $0

Other Expenses $1,642,792

TOTAL EXPENSES $3,669,787

Year-over-Year Comparison

	2024	2023	Change
Revenue	$4,171,611	$3,325,583	+0.3%
Expenses	$3,669,787	$3,378,832	+0.1%
Net Income	$501,824	$-53,249	-10.4%

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

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

$454,792

Total Directors

$659,458

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Tamara Rubyn	President/Business Mgr (Thru Apr)	50.00	Officer Director	$119,871	$15,638	$135,509
Kelly Gschwend	President/Business Mgr	50.00	Officer Director	$132,852	$37,430	$170,282
Rosemarie Boothe Bey	Recording Secretary	1.00	Officer Director	$0	$0	$0
Catherine Pearson	Vice President	1.00	Officer Director	$1,424	$0	$1,424
Pharaoh Stone	Secretary-Treasurer/Business Rep	50.00	Officer Director	$115,911	$31,666	$147,577
Minnie Chan	Executive Board	1.00	Director	$0	$0	$0
Rhonda Fortier-Bourne	Executive Board (Thru Apr)	1.00	Director	$0	$0	$0
Ryan Francesco Vilardi	Executive Board	1.00	Director	$0	$0	$0
Cameron Hopson	Executive Board	1.00	Director	$0	$0	$0
Craig Moffitt	Executive Board (Thru Apr)	1.00	Director	$0	$0	$0
Hang Le To	Executive Board	1.00	Director	$0	$0	$0
Emily Citraro	Executive Board	1.00	Director	$303	$0	$303
Michelle Medrano	Executive Board	1.00	Director	$0	$0	$0
Bethany Easiley	Executive Board (From Apr)	1.00	Director	$0	$0	$0
Christina Grady	Executive Board (From Jul)	1.00	Director	$0	$0	$0
Holly Carey	Trustee (Thru Apr)	1.00	Director	$0	$0	$0
Andrea Johnson	Trustee (Thru Apr)	1.00	Director	$0	$0	$0
Emily Pacheco	Trustee (Until Sep)	50.00	Director	$68,156	$19,561	$87,717
Natalie Naylor	Trustee (From Oct)	50.00	Director	$102,428	$14,000	$116,428
Joanna Harris	Trustee (From Apr)	1.00	Director	$0	$0	$0
Danine Harden	Trustee (From Apr)	1.00	Director	$218	$0	$218

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	$4,171,611	$3,669,787	$1,586,699	$501,824
2023	$3,325,583	$3,378,832	$1,082,848	$-53,249
2022	$3,108,580	$3,161,188	$1,135,374	$-52,608
2021	$3,038,973	$3,128,885	$1,187,749	$-89,912
2020	$3,024,916	$3,014,332	$940,798	$10,584
2019	$3,091,732	$3,188,712	$879,704	$-96,980
2018	$3,044,111	$3,076,519	$1,026,839	$-32,408

Office and Professional Employees International Union Local 29