UNIVERSITY PROFESSIONAL AND TECHNI… - Form 990 Financial Data

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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

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

TO ORGANIZE WORKERS FOR THEIR MORAL, ECONOMIC AND SOCIAL ADVANCEMENT. TO THAT END, THE OFFICERS AND REPRESENTATIVES OF THE LOCAL COLLECTIVELY BARGAIN WITH EMPLOYERS ON BEHALF OF THE LOCAL'S MEMBERS.

Program Service Accomplishments

Program 1

ORGANIZED WORKERS FOR THEIR MORAL, ECONOMIC AND SOCIAL ADVANCEMENT.

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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 (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

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

$63,342

Total Directors

$85,856

Key Employees

Highest Compensated

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

UNIVERSITY PROFESSIONAL AND TECHNICAL EMPLOYEES CWA LOCAL 9119