UNIVERSITY HEALTH PROFESSIONALS AFT LOCAL 3837 (EIN 060983534) - 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

1975

Legal Domicile

Phone

8606768444

Tax Period

2024-07-01 to 2025-06-30

UNIVERSITY HEALTH PROFESSIONALS AFT LOCAL 3837, founded in 1975, is a community nonprofit that reported $2.9M in total revenue in fiscal year 2024. Revenue grew 15% year-over-year, indicating healthy expansion. The organization ran a surplus of $619K, a strong 21% operating margin.

Mission

LABOR UNION

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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 $2,692,437

Investment Income $100,055

Other Revenue $153,270

TOTAL REVENUE $2,945,762

Expense Breakdown

Grants Paid $0

Salaries & Benefits $549,162

Fundraising Expenses $0

Other Expenses $1,777,868

TOTAL EXPENSES $2,327,030

Year-over-Year Comparison

	2024	2023	Change
Revenue	$2,945,762	$2,553,629	+0.2%
Expenses	$2,327,030	$2,375,712	0.0%
Net Income	$618,732	$177,917	+2.5%

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

$194,155

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JEAN MORNINGSTAR	CHIEF STEWARD	40.00	Officer	$141,020	$0	$141,020
MICHELLE PROPER	Treasurer	4.00	Officer	$11,345	$0	$11,345
SHANEE REID	VP Membership	4.00	Officer	$6,219	$0	$6,219
CHRISTOPHER DEFRANCESCO	VP COMMUNICATIO	4.00	Officer	$6,219	$0	$6,219
MEGAN BARTOS	ADMIN SUPPORT	4.00	Officer	$5,925	$0	$5,925
DAWN THOMAS	VP POL ACTIVITY	4.00	Officer	$4,754	$0	$4,754
PETER ZARABOZO	VP TIER II	4.00	Officer	$4,754	$0	$4,754
ROBIN WASHINGTON	VP COMM OUTREAC	4.00	Officer	$4,754	$0	$4,754
SUMMER LAMBERT	Secretary	4.00	Officer	$4,394	$0	$4,394
RAYMOND BENNETTSON	PAST VP TIER I	4.00	Officer	$2,170	$0	$2,170
WILLIAM GARRITY	President	40.00	Officer	$900	$0	$900
SHAWN A BROWN	1ST VP	40.00	Officer	$900	$0	$900
MARSHA MURRAY	VP TIER I	4.00	Officer	$801	$0	$801

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	$2,945,762	$2,327,030	$3,718,720	$618,732
2024	$2,553,629	$2,375,712	$2,877,796	$177,917
2023	$2,357,738	$2,312,690	$2,929,506	$45,048
2022	$2,178,263	$2,109,442	$2,561,651	$68,821
2021	$2,145,333	$2,059,682	$2,731,072	$85,651
2020	$2,227,101	$2,078,623	$2,265,956	$148,478
2019	$2,053,029	$2,012,752	$2,116,627	$40,277
2018	$2,050,820	$1,979,689	$2,225,681	$71,131

UNIVERSITY HEALTH PROFESSIONALS AFT LOCAL 3837