UNIVERSITY PROFESSIONAL AND TECHNICAL EMPLOYEES CWA LOCAL 9119

EIN: 943124274

BERKELEY, CA

Total Revenue
$9,388,071
Total Expenses
$7,374,215
Total Assets
$8,739,099
Net Assets
$8,682,897
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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
1990
Legal Domicile
CA
Principal Officer
Amy Fletcher
Phone
5107048783
Tax Period
2022-07-01 to 2023-06-30

UNIVERSITY PROFESSIONAL AND TECHNICAL EMPLOYEES CWA LOCAL 9119, founded in 1990, is a community nonprofit that reported $9.4M in total revenue in fiscal year 2022. Revenue grew 16% year-over-year, indicating healthy expansion. The organization ran a surplus of $2.0M, a strong 21% operating margin.

Mission

A LABOR UNION FOR THE BETTERMENT AND ADVANCEMENT OF ITS MEMBERS.

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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%)

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Financial Overview (2022)

Revenue Breakdown

Contributions & Grants $1,857
Program Service Revenue $9,217,118
Investment Income $120,516
Other Revenue $48,580
TOTAL REVENUE $9,388,071

Expense Breakdown

Grants Paid $19,907
Salaries & Benefits $2,594,305
Fundraising Expenses $0
Other Expenses $4,760,003
TOTAL EXPENSES $7,374,215

Year-over-Year Comparison

2022 2021 Change
Revenue $9,388,071 $8,088,220 +0.2%
Expenses $7,374,215 $6,314,191 +0.2%
Net Income $2,013,856 $1,774,029 +0.1%
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

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Governance

Voting Members
23
Independent Members
22
Employees
35
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
5
$63,342
Total Directors
27
$85,856
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
DAN RUSSELL PRESIDENT 40.0
Officer Director
$62,291 $0 $62,291
Amy Fletcher EXECUTIVE BOARD 2.0
Director
$8,400 $0 $8,400
DANIEL THOMPSON EXECUTIVE BOARD 2.0
Director
$7,216 $0 $7,216
SANDRA BLACKMAN EXECUTIVE BOARD 2.0
Director
$6,548 $0 $6,548
MATIAS CAMPOS EXEC. VICE PRESIDENT 8.0
Officer Director
$1,051 $0 $1,051
JODI BAKER EXECUTIVE BOARD 2.0
Director
$350 $0 $350
MATTHEW STEPHEN SECRETARY 2.0
Officer Director
$0 $0 $0
CAROLE NETTER TREASURER 8.0
Officer Director
$0 $0 $0
URSULA QUINN VICE PRESIDENT 8.0
Officer Director
$0 $0 $0
TONI WARD EXECUTIVE BOARD 2.0
Director
$0 $0 $0
STEPHEN BALKE EXECUTIVE BOARD - PAST 2.0
Director
$0 $0 $0
EDUARDO DE UGARTE EXECUTIVE BOARD 2.0
Director
$0 $0 $0
ELLIE CANNELL EXECUTIVE BOARD 2.0
Director
$0 $0 $0
SAMMARAH RAOUF EXECUTIVE BOARD - PAST 2.0
Director
$0 $0 $0
CHEYENNE DEAN EXECUTIVE BOARD 2.0
Director
$0 $0 $0
ENRIQUE TRINIDAD EXECUTIVE BOARD 2.0
Director
$0 $0 $0
MICHELE FREEMAN EXECUTIVE BOARD 2.0
Director
$0 $0 $0
ROBBIE HARRIS EXECUTIVE BOARD 2.0
Director
$0 $0 $0
MARC MILLER EXECUTIVE BOARD - PAST 2.0
Director
$0 $0 $0
SEAN MCSTAY EXECUTIVE BOARD 2.0
Director
$0 $0 $0
Max Belasco EXECUTIVE BOARD 2.0
Director
$0 $0 $0
Angie Bryan EXECUTIVE BOARD 2.0
Director
$0 $0 $0
Brenna Rizan EXECUTIVE BOARD 2.0
Director
$0 $0 $0
Shawn Singh EXECUTIVE BOARD 2.0
Director
$0 $0 $0
Alexis Oberg EXECUTIVE BOARD 2.0
Director
$0 $0 $0
Kevin Two EXECUTIVE BOARD 2.0
Director
$0 $0 $0
Lisa Kermish EXECUTIVE BOARD - PAST 2.0
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
2025 No data No data No data No data
2024 No data No data No data No data
2023 $9,388,071 $7,374,215 $8,739,099 $2,013,856
2022 $8,088,220 $6,314,191 $6,665,341 $1,774,029
2021 $7,677,786 $6,359,544 $4,856,485 $1,318,242
2020 $7,360,964 $5,936,785 $3,456,435 $1,424,179
2019 $6,897,549 $7,806,157 $1,981,156 $-908,608
2018 $9,154,700 $8,530,952 $2,918,269 $623,748
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