UTILITY WORKERS UNION

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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

2012

Legal Domicile

Tax Period

2023-01-01 to 2023-12-31

UTILITY WORKERS UNION, founded in 2012, is a micro nonprofit that reported $77K in total revenue in fiscal year 2023. The organization ran a surplus of $26K, a strong 35% operating margin.

Mission

TO PROVIDE BENEFITS FOR THE EMPLOYEES AND THEIR FAMILIES WORKING WITHIN THE UTILITY INDUSTRY FOR UNION LOCAL 160-D

Program Service Accomplishments

Program 1

Expenses: $50,103

WE STAND FOR PROGRESS AND DECLARE THAT WE ARE ENTITLED TO AN EQUITABLE SHARE OF THE FRUITS OF OUR LABOR IN ORDER THAT WE AND OUR DEPENDENTS MAY ENJOY SOCIAL ECONOMIC RELIGIOUS AND POLITICAL FREEDOM...

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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 $76,519

Program Service Revenue $0

Investment Income $0

Other Revenue $0

TOTAL REVENUE $76,519

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $50,103

Other Expenses $50,103

TOTAL EXPENSES $50,103

Year-over-Year Comparison

	2023	2022	Change
Revenue	$76,519	N/A	N/A
Expenses	$50,103	N/A	N/A
Net Income	$26,416	N/A	N/A

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

N/A

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

$1,260

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Role	Reportable Comp	Other Comp	Total
ADAM SOULLIERE	TREASURER	Officer	$540	$0	$540
MATT GIPSON	DELEGATE	Officer	$180	$0	$180
CECIL PHILLIPS	PRESIDENT	Officer	$180	$0	$180
JESSIE BOLIN	SECRETARY	Officer	$120	$0	$120
STEPHANIE MANGRUM	VICE PRESIDENT	Officer	$120	$0	$120
ERIC PAIERI	DELEGATE	Officer	$120	$0	$120
KYLE GARTNER	DELEGATE		$60	$0	$60
BRETT LANZAVECCHIA	SECRETARY		$60	$0	$60
CODY SINOT	VICE PRESIDENT		$60	$0	$60

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
2023	$76,519	$50,103	$29,053	$26,416
2022	$70,347	$67,710	$2,637	$2,637