Workers United Local 50
Nonprofit profile at a glance
- EIN
- 201601433
- IRS 990 coverage
- 2014–2024
- Forms available
- Form 990 2024
- Location
- Anaheim, CA, USA
- Phone
- 7145020220
- Rating confidence
- Limited
Reported finances
- Revenue
- $3,073,025
- Expenses
- $2,773,813
- Assets
- $9,298,974
- Liabilities
- $228,812
Source: IRS Form 990. Selected filing: tax year 2024. Amounts in USD.
Leadership & pay
26 people listed
Executive titles in this filing
- ANGEL ESPARZA PAST (PRESIDENT)
- PHILIP R ZUBIATE (PRESIDENT)
- PEDRO M OCEGUERA (1ST VICE PRESIDENT)
- MATTHEW A GRENERT (1ST VICE PRESIDENT (PAST))
- DALIA G MENDEZ (2ND VICE PRESIDENT)
- CASSANDRA J LAYNE-BROWN (2ND VICE PRESIDENT (PAST))
Highest reported compensation
- ANGEL ESPARZA PAST (PRESIDENT): $124,970 total reported compensation
- ISRAEL GUZMAN ORTIZ (EXECUTIVE BOARD): $79,419 total reported compensation
- CHRISTOPHER SHIVELY (SECRETARY (PAST)): $78,837 total reported compensation
Source: IRS Form 990. Selected filing: tax year 2024. Names and roles reflect this filing, not necessarily current officeholders.
Overview
Mission
See schedule o
Operating model
- Revenue model
- Earned-program. 96% of the money available for current operations came from fees and other program revenue.
- Distribution model
- Cannot be determined from the filing. The filing does not provide enough consistent spending detail to tell whether the nonprofit works directly or through others.
The verdict
- The available evidence is not sufficient to produce an overall rating for this filing. This is not a warning sign.
Rating breakdown
- Financial Efficiency: NotEnoughData
- Transparency & Controls: 84
- Accountability: 95
- Sustainability: 62
- Growth: 100
Detailed rating inputs
Financial Efficiency
- Mission deployment rate: Limited
- Program expense ratio: Limited
- Fundraising efficiency: Limited
Transparency & Controls
- Consistency checks: 93.3%; rating input score 93; 17th percentile among comparable filings
- Pay-setting controls: Limited
- Foreign activity oversight: Limited
- Grant itemization coverage: 85.1%; rating input score 85; 23rd percentile among comparable filings
- Major donor itemization: Limited
- Related-party transparency: Limited
Accountability
- Independent voting board: 100%; rating input score 100; 63rd percentile among comparable filings
- Governance controls: 8 of 9 controls in place; rating input score 89
- Conflict-of-interest policy: Pass
- Whistleblower policy: Pass
- Document-retention policy: Fail
- CEO compensation review process: Pass
- Other executive compensation review process: Pass
- Form 990 shared with the board: Pass
- Board meeting minutes documented: Pass
- Audit committee oversight: Pass
- Independent financial-statement audit: Pass
Sustainability
- Operating margin: 9.7%; rating input score 62; 62nd percentile among comparable filings
- Total-asset coverage ratio: 3.35; rating input score 76; 76th percentile among comparable filings
- Liabilities to assets ratio: 0.02; rating input score 78; 78th percentile among comparable filings
- Officer compensation ratio: 20%; rating input score 12; 12th percentile among comparable filings
Growth
- Program expense growth: 107.1% per year; rating input score 100; 99th percentile among comparable filings
- Revenue growth: 2.7% per year; rating input score 100; 25th percentile among comparable filings
- Asset growth: 6.8% per year; rating input score 100; 44th percentile among comparable filings
Details
- Where the money goes: Financial trends and filed revenue, expense, asset, and liability detail
- Governance: 14 of 14 board members independent · 8 of 9 filing controls reported
- Programs: 1 filed program accomplishment
- Leadership: top reported pay $125K · 26 people listed
- Consistency: 14 of 15 current checks pass · 1 finding to review
- Schedules: 5 filed schedules · includes grants
- Filing history: 10 filing years from 2014 to 2024
- Contacts: How to reach this organization
- Money network: 27 filed money-flow records
- Related organizations: 2 filed related-organization links
- Grant readiness: Federal tax and exclusion status, award history, and grant-maker relationships.
- People: Everyone the filings name, and which of them the filings identify by more than a name.
Key Signals
Signals prioritize questions for review. They are not findings of misconduct.
- Review — Transparency & Controls: Domestic grant itemization did not reconcile in the filed values.
- Review — Accountability: Governance controls: Document-retention policy not reported.
- High — Sustainability: Officer compensation ratio scored 12/100.