LOCAL 1199 HOSPITAL LEAGUE HEALTH CARE INDUSTRY JOB SECURITY FUND (EIN 133712851) - 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

1993

Legal Domicile

Principal Officer

MERCEDES MAMBRU

Phone

6464736656

Tax Period

2024-01-01 to 2024-12-31

LOCAL 1199 HOSPITAL LEAGUE HEALTH CARE INDUSTRY JOB SECURITY FUND, founded in 1993, is a community nonprofit that reported $8.2M in total revenue in fiscal year 2024. Revenue surged 24% from the prior year, signaling strong growth momentum. The organization ran a surplus of $4.0M, a strong 48% operating margin.

Mission

THE FUND PROVIDES VARIOUS BENEFITS AND SERVICES FOR PARTICIPANTS WHO ARE LAID OFF FROM EMPLOYMENT. FOR MORE INFORMATION, SEE PART III.

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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 $7,749,200

Investment Income $0

Other Revenue $489,684

TOTAL REVENUE $8,238,884

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $1,630,095

TOTAL EXPENSES $4,285,327

Year-over-Year Comparison

	2024	2023	Change
Revenue	$8,238,884	$6,654,703	+0.2%
Expenses	$4,285,327	$7,331,744	-0.4%
Net Income	$3,953,557	$-677,041	-6.8%

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

$3,145,346

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
CHRIS BERNER	EMPLOYER TRUSTEE	1.00	Director	$0	$0	$0
DAVID BROSKY	EMPLOYER TRUSTEE	1.00	Director	$0	$0	$0
JEFFREY COHEN	EMPLOYER TRUSTEE	1.00	Director	$0	$0	$0
BARBARA LOGAN	EMPLOYER TRUSTEE	1.00	Director	$0	$0	$0
GUY MENNONNA	EMPLOYER TRUSTEE	1.00	Director	$0	$0	$0
ROBERT L OLIVER	EMPLOYER TRUSTEE	1.00	Director	$0	$0	$0
STACIE WILLIAMS	EMPLOYER TRUSTEE	1.00	Director	$0	$0	$0
SUSAN WITTICH	FORMER EMPLOYER TRUSTEE	1.00	Director	$0	$0	$0
PAUL STUART	FORMER EMPLOYER TRUSTEE	1.00	Director	$0	$0	$0
MARC KRAMER	EMPLOYER TRUSTEE	1.00	Director	$0	$0	$0
AUSTIN BENDER	EMPLOYER TRUSTEE	1.00	Director	$0	$0	$0
JACQUELINE ALLEYNE	UNION TRUSTEE	1.00	Director	$0	$0	$0
YVONNE ARMSTRONG	UNION TRUSTEE	1.00	Director	$0	$0	$0
GEORGE GRESHAM	UNION TRUSTEE	1.00	Director	$0	$0	$0
STEVE KRAMER	UNION TRUSTEE	1.00	Director	$0	$0	$0
SUI LING XU	UNION TRUSTEE	1.00	Director	$0	$0	$0
JOYCE NEIL	UNION TRUSTEE	1.00	Director	$0	$0	$0
MILLY SILVA	UNION TRUSTEE	1.00	Director	$0	$0	$0
GREG SPELLER	UNION TRUSTEE	1.00	Director	$0	$0	$0
VERONICA TURNER	UNION TRUSTEE	1.00	Director	$0	$0	$0
JANICE REYES TUTIVEN	EMPLOYER TRUSTEE	1.00	Director	$0	$0	$0
SEAN MOORE	EMPLOYER TRUSTEE	1.00	Director	$0	$0	$0
AARON KRANICH	FORMER EMPLOYER TRUSTEE	1.00	Director	$0	$0	$0
JASON LIMSON	EMPLOYER TRUSTEE	1.00	Director	$0	$0	$0
ADEKEMI GRAY	UNION TRUSTEE	1.00	Director	$0	$0	$0
LEIGH HOWARD	UNION TRUSTEE	1.00	Director	$0	$0	$0
MARC LEFF	EMPLOYER TRUSTEE	1.00	Director	$0	$0	$0
ROGER CUMBERBATCH	UNION TRUSTEE	1.00	Director	$0	$0	$0
DANIEL RATNER	UNION TRUSTEE	1.00	Director	$0	$0	$0
KERRY JOHNSTON	UNION TRUSTEE	1.00	Director	$0	$0	$0
NEAL SCHELBERG	EMPLOYER TRUSTEE	1.00	Director	$0	$0	$0
DONNA S REY	CROSS FUNDS EXECUTIVE OFFI	1.00	Officer	$0	$485,086	$1,439,400
SANDI VITO	EXECUTIVE DIRECTOR	1.00	Officer	$24,782	$196,148	$596,262
MERCEDES MAMBRU	CHIEF FINANCIAL OFFICER	1.00	Officer	$5,817	$273,073	$782,857
DANIEL BUSTILLO	DEPUTY EXECUTIVE DIRECTOR	3.00	Officer	$13,280	$112,415	$326,827
LORRAINE MONCHAK	CHIEF INVESTMENTS OFFICE	1.00	Highest	$0	$786,113	$2,343,907
BRANDY D SHILOH	CHIEF OF ADMINISTRATION	1.00	Highest	$0	$409,394	$1,204,837
STACY MILLMAN	CHIEF COMMUNICATIONS OFFIC	1.00	Highest	$0	$315,506	$939,563
VAN H DUNN	CHIEF MEDICAL OFFICER	1.00	Highest	$0	$328,645	$908,427
ANGELA SCOTT	CHIEF BENEFITS OFFICER	1.00	Highest	$0	$282,342	$827,691

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	$8,238,884	$4,285,327	$17,657,222	$3,953,557
2023	$6,654,703	$7,331,744	$14,759,305	$-677,041
2022	$5,613,667	$7,699,099	$15,194,542	$-2,085,432
2021	$6,858,245	$7,922,970	$15,241,116	$-1,064,725
2020	$7,275,139	$7,373,718	$16,566,057	$-98,579
2019	$11,562,839	$6,400,138	$16,276,093	$5,162,701
2018	$6,738,407	$6,540,956	$10,586,125	$197,451

LOCAL 1199 HOSPITAL LEAGUE HEALTH CARE INDUSTRY JOB SECURITY FUND