1199SEIU LABOR MANAGEMENT INITIATIVES INC (EIN 133800331) - 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

1995

Legal Domicile

Principal Officer

MERCEDES MAMBRU

Phone

6464736656

Tax Period

2023-01-01 to 2023-12-31

1199SEIU LABOR MANAGEMENT INITIATIVES INC, founded in 1995, is a mid-sized nonprofit that reported $42.3M in total revenue in fiscal year 2023. Revenue surged 34% from the prior year, signaling strong growth momentum. Expenses of $39.1M left a modest 8% surplus.

Mission

TO IMPROVE LABOR-MANGEMENT RELATIONSHIPS AND TO ACHIEVE BETTER WORKING CONDITIONS FOR EMPLOYEES, A MORE QUALIFIED AND SATISFIED WORKFORCE AND TO MAXIMIZE JOB SECURITY.

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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 $0

Program Service Revenue $42,040,904

Investment Income $0

Other Revenue $272,717

TOTAL REVENUE $42,313,621

Expense Breakdown

Grants Paid $0

Salaries & Benefits $721,641

Fundraising Expenses $0

Other Expenses $5,620,817

TOTAL EXPENSES $39,067,762

Year-over-Year Comparison

	2023	2022	Change
Revenue	$42,313,621	$31,677,529	+0.3%
Expenses	$39,067,762	$28,194,468	+0.4%
Net Income	$3,245,859	$3,483,061	-0.1%

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

152

Volunteers

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

$2,325,933

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
DAVID BRODSKY	EMPLOYER TRUSTEE	1.00	Director	$0	$0	$0
JEFFREY COHEN	EMPLOYER TRUSTEE	1.00	Director	$0	$0	$0
BARBARA GREEN PHD	FORMER EMPLOYER TRUSTEE	1.00	Director	$0	$0	$0
PAUL STUART	FORMER EMPLOYER TRUSTEE	1.00	Director	$0	$0	$0
BARBARA LOGAN	EMPLOYER TRUSTEE	1.00	Director	$0	$0	$0
HUGO PIZARRO	FORMER EMPLOYER TRUSTEE	1.00	Director	$0	$0	$0
TANYA ISAACS	EMPLOYER TRUSTEE	1.00	Director	$0	$0	$0
ROBERT L OLIVER	EMPLOYER TRUSTEE	1.00	Director	$0	$0	$0
MARC KRAMER	EMPLOYER TRUSTEE	1.00	Director	$0	$0	$0
JACQUELINE ALLEYNE	UNION TRUSTEE	1.00	Director	$0	$0	$0
SEAN MOORE	UNION TRUSTEE	1.00	Director	$0	$0	$0
YVONNE ARMSTRONG	UNION TRUSTEE	1.00	Director	$0	$0	$0
MARIA CASTANEDA	FORMER UNION TRUSTEE	1.00	Director	$0	$0	$0
GEORGE GRESHAM	UNION TRUSTEE	1.00	Director	$0	$0	$0
STEVE KRAMER	FORMER 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	FORMER UNION TRUSTEE	1.00	Director	$0	$0	$0
STEPHERN ALLISON	FORMER EMPLOYER TRUSTEE	1.00	Director	$0	$0	$0
AARON KRANICH	EMPLOYER TRUSTEE	1.00	Director	$0	$0	$0
CHRISTENE NATION-JUMPP	EMPLOYER TRUSTEE	1.00	Director	$0	$0	$0
STACEY GRAY	UNION TRUSTEE	1.00	Director	$0	$0	$0
ADEKEMI GRAY	UNION TRUSTEE	1.00	Director	$0	$0	$0
ROBERT MORRIS	UNION TRUSTEE	1.00	Director	$0	$0	$0
DAN RATNER	UNION TRUSTEE	1.00	Director	$0	$0	$0
MILLY SILVA	UNION TRUSTEE	1.00	Director	$0	$0	$0
MARC LEFF	EMPLOYER TRUSTEE	1.00	Director	$0	$0	$0
SANDI VITO	EXECUTIVE OFFICER	7.00	Officer	$84,339	$163,978	$504,305
DONNA S REY	CROSS FUNDS EXECUTIVE OFFI	2.00	Officer	$0	$380,972	$1,053,442
MERCEDES MAMBRU	CHIEF FINANCIAL OFFICER	2.00	Officer	$12,910	$200,481	$516,030
DANIEL BUSTILLO	DEPUTY EXECUTIVE DIRECTOR	7.00	Officer	$41,394	$85,121	$252,156
LORRAINE MONCHAK	CHIEF INVESTMENT OFFICER	1.00	Highest	$0	$571,862	$1,533,245
BRANDY D SHILOH	CHIEF OF ADMINISTRATION	2.00	Highest	$0	$354,847	$989,444
STACEY MILLMAN	CHIEF COMMUNICATIONS OFFIC	1.00	Highest	$0	$247,665	$694,892
VAN DUNN	CHIEF MEDICAL OFFICER	1.00	Highest	$0	$281,465	$770,047
ANGELA SCOTT	CHIEF BENEFITS OFFICER	1.00	Highest	$0	$223,624	$616,262
SUZANNE A METZGER	CHIEF GENERAL COUNSEL	7.00	Highest	$0	$195,172	$508,151
CHARLES OTTOMANELLI	CHIEF INFORMATIONAL OFFICER	7.00	Highest	$12,079	$152,381	$447,604

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	$42,313,621	$39,067,762	$20,020,007	$3,245,859
2022	$31,677,529	$28,194,468	$16,469,803	$3,483,061
2021	$18,632,453	$26,526,790	$9,531,850	$-7,894,337
2020	$37,596,561	$29,374,207	$17,334,003	$8,222,354
2019	$30,490,441	$27,639,782	$8,986,385	$2,850,659
2018	$21,796,762	$26,902,097	$8,142,788	$-5,105,335

1199SEIU LABOR MANAGEMENT INITIATIVES INC