LOCAL 509 SERVICE EMPLOYEES INTERNATIONAL UNION (EIN 046190454) - 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

1961

Legal Domicile

Principal Officer

ISRAEL PIERRE

Phone

7748437509

Tax Period

2023-01-01 to 2023-12-31

LOCAL 509 SERVICE EMPLOYEES INTERNATIONAL UNION, founded in 1961, is a mid-sized nonprofit that reported $16.5M in total revenue in fiscal year 2023. Expenses of $15.3M left a modest 7% surplus.

Mission

LABOR UNION REPRESENTING, SERVICING AND ORGANIZING 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 (2023)

Revenue Breakdown

Contributions & Grants $121,460

Program Service Revenue $15,843,220

Investment Income $429,959

Other Revenue $77,186

TOTAL REVENUE $16,471,825

Expense Breakdown

Grants Paid $0

Salaries & Benefits $9,072,539

Fundraising Expenses $0

Other Expenses $6,205,389

TOTAL EXPENSES $15,277,928

Year-over-Year Comparison

	2023	2022	Change
Revenue	$16,471,825	$15,939,533	+0.0%
Expenses	$15,277,928	$14,361,482	+0.1%
Net Income	$1,193,897	$1,578,051	-0.2%

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

150

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

$348,343

Total Directors

113

$437,646

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
ORLANDO PENA	PSHS CHAPTER PRESIDENT	40.00	Director	$101,698	$52,641	$154,339
ADRIANA GUAZZO-ZWICK	DCF CHAPTER PRESIDENT	1.00	Director	$200	$0	$200
KARA GOODIER	JEB RECORDING SECRETARY	1.00	Director	$14,000	$0	$14,000
CHERI ANTELO	DTA CHAPTER PRESIDENT	1.00	Director	$275	$0	$275
CELINA REYES	FCC CHAPTER PRESIDENT	1.00	Director	$784	$0	$784
EDWARD COTE	TRUSTEE	1.00	Director	$3,200	$0	$3,200
CHRISTINE CREAN	TRUSTEE	1.00	Director	$0	$0	$0
JOHN MASLANKA	TRUSTEE	1.00	Director	$0	$0	$0
TINA SIMMERMAN	DDS JEB CHAPTER PRESIDENT	1.00	Director	$3,300	$0	$3,300
NICOLE PETERSON	JEB MEMBER	1.00	Director	$75,022	$0	$75,022
ETHEL EVERETT	DCF CHAPTER PRESIDENT	1.00	Director	$6,450	$0	$6,450
JAMIE POUDRIER	DTA CHAPTER PRESIDENT	1.00	Director	$3,650	$0	$3,650
JOANNA LAGHETTO	DOE JEB CHAPTER PRESIDENT	1.00	Director	$2,250	$0	$2,250
DAVID ZBIKOWSKI	MRC CHAPTER PRESIDENT	1.00	Director	$0	$0	$0
TAIYE ANJORIN	DPH CHAPTER PRESIDENT	1.00	Director	$2,250	$0	$2,250
CAROLYN HJELTE	MCB CHAPTER PRESIDENT	1.00	Director	$1,107	$0	$1,107
JOHANNA OCHOA	DEEC CHAPTER PRESIDENT	1.00	Director	$0	$0	$0
CYNTHIA MECENE-OLIVIER	MASSHEALTH CHAPTER PRESIDE	1.00	Director	$0	$0	$0
KIMBERLY PEPIN	ELDER SERVICES CHAPTER PRESIDENT	1.00	Director	$2,950	$0	$2,950
SCOTT ROGERS	IST CHAPTER PRESIDENT	1.00	Director	$2,250	$0	$2,250
ELIZABETH LEMONS	HIGHER ED CHAPTER PRESIDEN	1.00	Director	$4,350	$0	$4,350
CHRISTOPHER BARATZ	MASSHEALTH CHAPTER PRESIDE	1.00	Director	$2,600	$0	$2,600
SARAH SLAVICK	HIGHER ED JEB MEMBER	1.00	Director	$120	$0	$120
AMY MEINERT	DOR CHAPTER PRESIDENT	1.00	Director	$2,700	$0	$2,700
JENNIFER ROSENLUND	PSHS JEB MEMBER	1.00	Director	$75	$0	$75
KIMBERLY NADEAU	DCF JEB MEMBER	1.00	Director	$0	$0	$0
GOODLUCK AKINYOMI	PSHS JEB MEMBER	1.00	Director	$0	$0	$0
THOMAS ANTHONY	DPH JEB MEMBER	1.00	Director	$0	$0	$0
JAMES BADGER	MCB JEB MEMBER/VP	1.00	Director	$0	$0	$0
AMY BANELIS	PSHS JEB MEMBER	1.00	Director	$23,759	$0	$23,759
KAREN BROWN	DEEC MEMBER	1.00	Director	$0	$0	$0
DESMOND CARTER	PSHS JEB MEMBER	1.00	Director	$0	$0	$0
PETER CIANCIOLO	PSHS JEB MEMBER	1.00	Director	$244	$0	$244
BOB COMITO	DCF JEB MEMBER	1.00	Director	$0	$0	$0
CYNTHIA DAVIS	DMH JEB MEMBER	1.00	Director	$0	$0	$0
CHARLENE DELGADO	DCF JEB MEMBER	1.00	Director	$0	$0	$0
JENEZIA DELGADO	FCC JEB MEMBER	1.00	Director	$0	$0	$0
NORAH DOOLEY	HIGHER ED JEB MEMBER	1.00	Director	$0	$0	$0
HEIDI FREEMAN	MRC JEB MEMBER	1.00	Director	$2,600	$0	$2,600
MARK GALLAGHER	PSHS JEB MEMBER	1.00	Director	$0	$0	$0
SHERRIE GAMMAGE	HIGHER ED JEB MEMBER	1.00	Director	$490	$0	$490
TIFFANY GOFFER-FITZ	DDS JEB MEMBER	1.00	Director	$0	$0	$0
DIA GREEN	PSHS JEB MEMBER	1.00	Director	$0	$0	$0
ALISON JULIAN	DDS JEB MEMBER	1.00	Director	$0	$0	$0
NINA KAMMERER	HIGHER ED JEB MEMBER	1.00	Director	$0	$0	$0
JAYNELLE LANDY	PSHS JEB MEMBER	1.00	Director	$0	$0	$0
THOMASINA LEVESQUE	PSHS JEB MEMBER	1.00	Director	$0	$0	$0
NOEL LOZADA	PSHS JEB MEMBER	1.00	Director	$10,200	$0	$10,200
JENNIFER MALONSON	DESE JEB MEMBER	1.00	Director	$0	$0	$0
MARITZA MANRIQUE RIVERA	FCC CHAPTER PRESIDENT	1.00	Director	$2,866	$0	$2,866
DENISSE MARTINEZ-PENA	MRC JEB MEMBER	1.00	Director	$300	$0	$300
FATIMA MATEO-BELL	FCC JEB MEMBER	1.00	Director	$0	$0	$0
EDITA MENDOZA	FCC JEB MEMBER	1.00	Director	$0	$0	$0
CARLOS MOREL	FCC JEB MEMBER	1.00	Director	$0	$0	$0
GODFREY MPANGA	PSHS JEB MEMBER	1.00	Director	$15,352	$0	$15,352
REYNARDO NAZARIO	DCF JEB MEMBER	1.00	Director	$0	$0	$0
PETER NORTH	DMH JEB MEMBER	1.00	Director	$0	$0	$0
SHEELAGH O'CONNOR	DMH JEB MEMBER	1.00	Director	$0	$0	$0
ARASH PAZOOKI	PSHS JEB MEMBER	1.00	Director	$0	$0	$0
CAROL PURICELLI	DDS JEB MEMBER	1.00	Director	$0	$0	$0
KEYLA RUSSO	DOR JEB MEMBER	1.00	Director	$0	$0	$0
ELIZABETH SANZONE	IST JEB MEMBER	1.00	Director	$0	$0	$0
AMY SAUNDERS	PSHS JEB MEMBER	1.00	Director	$848	$0	$848
STANLEY TARASKA	DDS JEB MEMBER	1.00	Director	$275	$0	$275
PATRISHA TOXEY	DCF JEB MEMBER	1.00	Director	$0	$0	$0
PETER WACHIRIA	PSHS JEB MEMBER	1.00	Director	$0	$0	$0
JOCELYN WENDER-SHOBU	DMH JEB MEMBER	1.00	Director	$0	$0	$0
LAURIE WESMAN	DCF JEB MEMBER	1.00	Director	$0	$0	$0
MEGAN DAILEY	CCJ CHAPTER PRESIDENT	1.00	Director	$2,353	$0	$2,353
SARAH LUPIS	HIGHER ED JEB MEMBER	1.00	Director	$1,425	$0	$1,425
JASON LINKER	DCF JEB MEMBER	1.00	Director	$650	$0	$650
JOYCE ONAFOWOKAN	PRIVATE SECTOR JEB MEMBER	1.00	Director	$460	$0	$460
LAURIE LAPORTE	HIGHER ED JEB MEMBER	1.00	Director	$120	$0	$120
SAM ALTERMAN	HIGHER ED JEB MEMBER	1.00	Director	$0	$0	$0
ALEJANDRO ALVAREZ	DCF METRO JEB MEMBER	1.00	Director	$0	$0	$0
JARBATHA BOYKAI	PSHS JEB MEMBER	1.00	Director	$0	$0	$0
SHEEANA CALLISTE	ELDER SERVICES JEB MEMBER	1.00	Director	$0	$0	$0
DENISE CRONIN	ELDER SERVICES JEB MEMBER	1.00	Director	$0	$0	$0
MISSY MOJICA	DCF JEB MEMBER	1.00	Director	$0	$0	$0
JOYCE NORTH	ELDER SERVICES JEB MEMBER	1.00	Director	$0	$0	$0
ANNE OSULA	JEB MEMBER	1.00	Director	$0	$0	$0
CLAYTON DYKSTRA	PSHS JEB MEMBER	1.00	Director	$0	$0	$0
KIM FANTINI	DMH JEB MEMBER	1.00	Director	$0	$0	$0
SAYIDA FARMER	ELDER SERVICES JEB MEMBER	1.00	Director	$0	$0	$0
DEBORAH FOSTER-SMITH	DDS JEB MEMBER	1.00	Director	$0	$0	$0
ANTHONY XATSE	PSHS CHAPTER VP	1.00	Director	$0	$0	$0
COKIENA FULLER	JEB MEMBER	1.00	Director	$0	$0	$0
CHRISTOPHER GERMAINE	DDS JEB MEMBER	1.00	Director	$0	$0	$0
MELODIE LEVY	PSHS JEB MEMBER	1.00	Director	$81,847	$0	$81,847
BRIAN LEONARD	PSHS JEB MEMBER	1.00	Director	$0	$0	$0
JEAN MCCLURE	DMH CHAPTER PRESIDENT	1.00	Director	$3,335	$0	$3,335
BRIAN CASTELLANOS	TRUSTEE	1.00	Director	$3,200	$0	$3,200
MICHAEL GRUNKO	TRUSTEE	1.00	Director	$3,200	$0	$3,200
FERNANDO LAZU	DEEC CHAPTER PRESIDENT	1.00	Director	$2,250	$0	$2,250
KATHE COLL	DDS JEB MEMBER/VP	1.00	Director	$0	$0	$0
LEE-ANN CORNELIO	CCJ JEB MEMBER/VP	1.00	Director	$0	$0	$0
ARI DAVIDOW	HIGHER ED JEB MEMBER	1.00	Director	$0	$0	$0
JOHN LEE	DDS JEB MEMBER	1.00	Director	$0	$0	$0
JOVANIA MORIN	DCF JEB MEMBER	1.00	Director	$0	$0	$0
SIDNEY MURRAY	DOR JEB MEMBER	1.00	Director	$0	$0	$0
PAUL HENNESSEY	HIGHER ED JEB MEMBER	1.00	Director	$0	$0	$0
DAVID HIGGINS	PRIVATE SECTOR JEB MEMBER	1.00	Director	$0	$0	$0
MATT KALAN	HIGHER ED JEB MEMBER	1.00	Director	$0	$0	$0
STEVE KATZ	NUPATH JEB MEMBER	1.00	Director	$0	$0	$0
JANET KOOME	INCOMPASS JEB MEMBER	1.00	Director	$0	$0	$0
ROBERT LAWLER	CES JEB MEMBER	1.00	Director	$0	$0	$0
KAREN MASTERSON	JEB MEMBER	1.00	Director	$0	$0	$0
WILLIAM MCKEON	CCJ JEB MEMBER/VP	1.00	Director	$0	$0	$0
MOLLY RIGBY	BRIDGEWELL JEB MEMBER	1.00	Director	$0	$0	$0
JOHN ROS	HIGHER ED JEB MEMBER	1.00	Director	$0	$0	$0
MICHAEL ROUSSOS	MRC JEB MEMBER	1.00	Director	$0	$0	$0
SHARONNE TAITT	DMH JEB MEMBER	1.00	Director	$0	$0	$0
JOY TALBOT	JEB MEMBER	1.00	Director	$0	$0	$0
ISRAEL PIERRE	TREASURER	40.00	Officer	$120,412	$46,366	$166,778
DAVID FOLEY	PRESIDENT	40.00	Officer	$123,200	$58,365	$181,565

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
2024	No data	No data	No data	No data
2023	$16,471,825	$15,277,928	$18,106,812	$1,193,897
2022	$15,939,533	$14,361,482	$17,588,897	$1,578,051
2021	$15,228,361	$13,342,520	$14,032,750	$1,885,841
2019	$14,255,036	$13,607,870	$8,796,710	$647,166
2018	$13,848,288	$12,418,737	$7,805,603	$1,429,551

LOCAL 509 SERVICE EMPLOYEES INTERNATIONAL UNION