Local 300 SEIU AFL-CIO Civil Service Forum Active Employees Welfare Fund (EIN 136167915) - 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

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 Active Employees Welfare Fund, founded in 1965, is a community nonprofit that reported $1.7M in total revenue in fiscal year 2024. The organization ran a surplus of $379K, a strong 22% operating margin.

Mission

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

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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 $1,522,119

Investment Income $194,767

Other Revenue $12,906

TOTAL REVENUE $1,729,792

Expense Breakdown

Grants Paid $0

Salaries & Benefits $77,012

Fundraising Expenses $0

Other Expenses $210,278

TOTAL EXPENSES $1,351,020

Year-over-Year Comparison

	2024	2023	Change
Revenue	$1,729,792	$1,766,110	0.0%
Expenses	$1,351,020	$1,405,996	0.0%
Net Income	$378,772	$360,114	+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

N/A

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

Total Directors

$266,035

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
Joseph Key	Trustee	1.00	Director	$0	$12,389	$71,384
Rosalyn Conaway	Trustee	1.00	Director	$0	$3,593	$20,704
Lydia Sechter	Trustee	1.00	Director	$0	$2,716	$15,648
Gary Sideris	Trustee	1.00	Director	$200	$0	$200
Shawn Hodges	Trustee - new	1.00	Director	$0	$0	$0
Annette Clemente-Allen	Trustee - new	1.00	Director	$0	$0	$0

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	$1,729,792	$1,351,020	$5,980,142	$378,772
2024	$1,766,110	$1,405,996	$5,498,054	$360,114
2023	$1,735,184	$1,344,591	$4,874,550	$390,593
2022	$2,018,311	$1,393,080	$4,420,991	$625,231
2021	$2,130,563	$1,433,213	$4,096,018	$697,350
2020	$2,193,549	$1,403,294	$3,415,370	$790,255
2019	$2,053,650	$1,479,035	$2,461,466	$574,615
2018	$2,021,232	$1,499,101	$1,821,884	$522,131

Local 300 SEIU AFL-CIO Civil Service Forum Active Employees Welfare Fund