NATIONAL UNION OF HOSPITAL & HEALTH CARE EMPLOYEES UNION - AFSCME (EIN 133521368) - 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

1958

Legal Domicile

Principal Officer

CRAIG FORD

Phone

2157351300

Tax Period

2023-01-01 to 2023-12-31

NATIONAL UNION OF HOSPITAL & HEALTH CARE EMPLOYEES UNION - AFSCME, founded in 1958, is a mid-sized nonprofit that reported $11.2M in total revenue in fiscal year 2023.

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 (2023)

Revenue Breakdown

Contributions & Grants $61,952

Program Service Revenue $10,999,383

Investment Income $87,835

Other Revenue $91,552

TOTAL REVENUE $11,240,722

Expense Breakdown

Grants Paid $8,250

Salaries & Benefits $2,432,032

Fundraising Expenses $0

Other Expenses $9,030,770

TOTAL EXPENSES $11,471,052

Year-over-Year Comparison

	2023	2022	Change
Revenue	$11,240,722	$10,836,090	+0.0%
Expenses	$11,471,052	$10,238,044	+0.1%
Net Income	$-230,330	$598,046	-1.4%

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

$366,243

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
CHARMAINE MORALES	SECRETARY -TREASURER	5.00	Officer	$0	$0	$0
CRAIG FORD	PRESIDENT	5.00	Officer	$0	$0	$0
DENISE DUNCAN	SECRETARY-TREASURER (P)	5.00	Officer	$0	$0	$0
GRISEL LOPEZ	VICE PRESIDENT (P)	5.00	Officer	$0	$0	$0
JOHN HUNDZYNSKI	SECRETARY	5.00	Officer	$0	$0	$0
MICHAEL CONNAIR MD	VICE PRESIDENT	5.00	Officer	$0	$0	$0
PHYLLIS SHIVERS	VICE PRESIDENT	5.00	Officer	$0	$0	$0
SUSAN CLEARY	EXECUTIVE SECRETARY	5.00	Officer	$0	$0	$0
ELIZABETH HAWKINS	VICE PRESIDENT	5.00	Officer	$0	$0	$0
SERENA CHILDRESS	VICE PRESIDENT	5.00	Officer	$0	$0	$0
ELYSE FORD	VICE PRESIDENT	5.00	Officer	$0	$0	$0
HENRY SANTANA	VICE PRESIDENT	40.00	Officer	$133,821	$74,828	$208,649
PETER SIDHU	VICE PRESIDENT	5.00	Officer	$0	$0	$0
KIMBERELY SMITH	VICE PRESIDENT (P)	5.00	Officer	$0	$0	$0
DAVE HANNON	VICE PRESIDENT	5.00	Officer	$0	$0	$0
MATTHEW HUGHES	VICE PRESIDENT	5.00	Officer	$0	$0	$0
MICHELLE COOPER	VICE PRESIDENT	40.00	Officer	$99,266	$58,328	$157,594
DIONNE GARY	VICE PRESIDENT	5.00	Officer	$0	$0	$0
JAIMIE HIRSCH	VICE PRESIDENT	5.00	Officer	$0	$0	$0
MICHAEL MARTINEZ	VICE PRESIDENT	5.00	Officer	$0	$0	$0
GREG WILSON	VICE PRESIDENT	5.00	Officer	$0	$0	$0
MOISES ALARCON	VICE PRESIDENT	5.00	Officer	$0	$0	$0
LINDA MORALES	VICE PRESIDENT	5.00	Officer	$0	$0	$0
LULA THOMPSON	VICE PRESIDENT	5.00	Officer	$0	$0	$0
NICOLASA AVEY	VICE PRESIDENT	5.00	Officer	$0	$0	$0
KIMBERELY KINSLER	SECRETARY	40.00	Highest	$120,981	$67,362	$188,343
TERESA WASHINGTON	CONTROLLER	40.00	Highest	$104,486	$60,759	$165,245

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	$11,240,722	$11,471,052	$11,398,920	$-230,330
2022	$10,836,090	$10,238,044	$10,611,717	$598,046
2021	$9,689,084	$8,795,388	$10,443,176	$893,696
2020	$10,871,016	$10,303,792	$8,028,223	$567,224
2019	$11,486,609	$10,632,836	$8,183,137	$853,773
2018	$12,853,198	$11,419,852	$8,293,242	$1,433,346

NATIONAL UNION OF HOSPITAL & HEALTH CARE EMPLOYEES UNION - AFSCME