LOCAL 300 SEIU AFL-CIO CIVIL SERVICE FORUM RETIRED EMPLOYEES WELFARE FUND (EIN 132974140) - Form 990 Financial Analysis & Trantor Score

🔒

Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Financial Trends

Organization Details

Formation Year

1965

Legal Domicile

Principal Officer

JAMES GOLDEN

Phone

7183838945

Tax Period

2024-07-01 to 2025-06-30

LOCAL 300 SEIU AFL-CIO CIVIL SERVICE FORUM RETIRED EMPLOYEES WELFARE FUND, founded in 1965, is a community nonprofit that reported $1.3M in total revenue in fiscal year 2024.

Mission

TO PROVIDE SUPPLEMENTAL BENEFITS TO ELIGIBLE PARTICIPANTS COVERED BY COLLECTIVE BARGAINING AGREEMENT.

🔒

Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

Sign in to view Trantor Score and financial metrics

Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $1,164,331

Investment Income $132,316

Other Revenue $1,338

TOTAL REVENUE $1,297,985

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $205,674

TOTAL EXPENSES $1,407,443

Year-over-Year Comparison

	2024	2023	Change
Revenue	$1,297,985	$1,262,180	+0.0%
Expenses	$1,407,443	$1,424,990	0.0%
Net Income	$-109,458	$-162,810	-0.3%

Key Indicators

✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✗ Schedule B Required

🔒

Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

N/A

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

Total Directors

$375,410

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JAMES GOLDEN	Trustee	6.00	Director	$0	$27,439	$158,099
MARY WALKER	Trustee	6.00	Director	$0	$26,179	$150,839
WAYNE RAMJOHN	Trustee	1.00	Director	$0	$3,593	$20,704
EVELYN NEGRON	Trustee	1.00	Director	$0	$3,593	$20,704
STEPHEN LIU	Trustee - PAST	1.00	Director	$0	$3,294	$18,979
JOSEPH VACIRCA	Trustee	1.00	Director	$0	$1,056	$6,085

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	$1,297,985	$1,407,443	$2,098,013	$-109,458
2024	$1,262,180	$1,424,990	$2,230,252	$-162,810
2023	$1,078,478	$1,334,753	$2,403,990	$-256,275
2022	$1,186,170	$1,019,461	$2,578,701	$166,709
2021	$1,112,420	$867,781	$2,581,893	$244,639
2020	$1,068,217	$889,407	$2,398,855	$178,810
2019	$1,129,224	$916,636	$1,999,390	$212,588
2018	$1,064,875	$1,027,648	$1,727,267	$37,227

LOCAL 300 SEIU AFL-CIO CIVIL SERVICE FORUM RETIRED EMPLOYEES WELFARE FUND