UNITED ELECTRICAL RADIO & MACHINE WORKERS UE Local 197 - TRU (EIN 991253033) - 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

2023

Legal Domicile

Principal Officer

Bassil Ramadan

Phone

5206610246

Tax Period

2024-09-01 to 2025-08-31

UNITED ELECTRICAL RADIO & MACHINE WORKERS UE Local 197 - TRU, founded in 2023, is a community nonprofit that reported $1.9M in total revenue in fiscal year 2024. Revenue surged 970% from the prior year, signaling strong growth momentum. The organization ran a surplus of $547K, a strong 28% operating margin.

Mission

All activities are labor union activities that support our rank and file 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%)

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $1,933,911

Investment Income $10,989

Other Revenue $0

TOTAL REVENUE $1,944,900

Expense Breakdown

Grants Paid $0

Salaries & Benefits $10,308

Fundraising Expenses $0

Program Expenses $0

Other Expenses $1,387,275

TOTAL EXPENSES $1,397,583

Year-over-Year Comparison

	2024	2023	Change
Revenue	$1,944,900	$181,728	+9.7%
Expenses	$1,397,583	$9,460	+146.7%
Net Income	$547,317	$172,268	+2.2%

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

Total Directors

Key Employees

$9,419

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Anna Word	Staff Support	40	Key Emp	$9,419	$0	$9,419
Bassil Ramadan	Treasurer	15	Officer	$0	$0	$0
Anne Merrill	President	15	Officer	$0	$0	$0
April Ma	Vice President	15	Officer	$0	$0	$0
David Bass	Co-Recording Secretary	15	Officer	$0	$0	$0
Josh Beale	Co-Recording Secretary	15	Officer	$0	$0	$0
Matthew Morrgado	Financial Secretary	15	Officer	$0	$0	$0
Lauren Cook	Chief Steward	15	Officer	$0	$0	$0
Mara Lanis	Chief Steward	15	Officer	$0	$0	$0
Joseph Stein	Asst. Chief Steward	15	Officer	$0	$0	$0
Sheridon Ward	Asst. Chief Steward	15	Officer	$0	$0	$0
Myeongseo Kim	Asst. Chief Steward	15	Officer	$0	$0	$0
Rose Ranson	Asst. Chief Steward	15	Officer	$0	$0	$0
Rashad Batley	Asst. Chief Steward	15	Officer	$0	$0	$0
Gareth Keene	Asst. Chief Steward	15	Officer	$0	$0	$0
Anchen Tong	Asst. Chief Steward	15	Officer	$0	$0	$0
Rodger Black	Asst. Chief Steward	15	Officer	$0	$0	$0
Ramona Johnson	Asst. Chief Steward	15	Officer	$0	$0	$0
Evan Vesper	Asst. Chief Steward	15	Officer	$0	$0	$0
Diogo Fortes	Asst. Chief Steward	15	Officer	$0	$0	$0
Laura Mata Lopez	Asst. Chief Steward	15	Officer	$0	$0	$0
Courtney Schill	Trustee	15	Officer	$0	$0	$0
Noah Workman	Trustee	15	Officer	$0	$0	$0
Syd Ghoreishi	Trustee	15	Officer	$0	$0	$0
Stephen Schmidt	E-Board Member	15	Officer	$0	$0	$0
Daniella Butler	E-Board Member	15	Officer	$0	$0	$0
Pat Wohlscheid	E-Board Member	15	Officer	$0	$0	$0
Ryan Palaganas	E-Board Member	15	Officer	$0	$0	$0
Lyla Atta	President	15		$0	$0	$0
Marie Pearce	Treasurer	15		$0	$0	$0
Eric Kernfeld	Co-Recording Secretary	15		$0	$0	$0
Edgar Manriquez-Sandoval	Co-Recording Secretary	15		$0	$0	$0
Sophie D'Anieri	Chief Steward	15		$0	$0	$0
Martin Yepes	Chief Steward	15		$0	$0	$0
Aitana Azurmendi	Executive Board Member	15		$0	$0	$0
Janvi Madhani	Executive Board Member	15		$0	$0	$0
Justin Otter	Executive Board Member	15		$0	$0	$0
Ishbel Russell	Executive Board Member	15		$0	$0	$0
Gareth Keene	Trustee	15		$0	$0	$0
Estefan Santi	Trustee	15		$0	$0	$0
Nooria Ahmed	Asst. Chief Steward	15		$0	$0	$0
Ananya Bhaktaram	Asst. Chief Steward	15		$0	$0	$0
William Brakewood	Asst. Chief Steward	15		$0	$0	$0
Brandon Klein	Asst. Chief Steward	15		$0	$0	$0
Connor Krill	Asst. Chief Steward	15		$0	$0	$0
Mara Lanis	Asst. Chief Steward	15		$0	$0	$0
Fernando Mena-Carrasco	Asst. Chief Steward	15		$0	$0	$0
Rachel Williams	Asst. Chief Steward	15		$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	$1,944,900	$1,397,583	$719,585	$547,317

UNITED ELECTRICAL RADIO & MACHINE WORKERS UE Local 197 - TRU