SOCIAL SERVICE EMPLOYEES UNION LOCAL 371 WELFARE FUND (EIN 136194130) - 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

DENISE L BARR

Phone

2127779000

Tax Period

2024-07-01 to 2025-06-30

SOCIAL SERVICE EMPLOYEES UNION LOCAL 371 WELFARE FUND, founded in 1965, is a mid-sized nonprofit that reported $25.2M in total revenue in fiscal year 2024.

Mission

TO PROVIDE SUPPLEMENTAL HEALTH AND OTHER BENEFITS TO COVERED PARTICIPANTS.

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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 $25,214,010

Investment Income $1,587

Other Revenue $0

TOTAL REVENUE $25,215,597

Expense Breakdown

Grants Paid $0

Salaries & Benefits $2,379,611

Fundraising Expenses $0

Other Expenses $794,380

TOTAL EXPENSES $25,215,597

Year-over-Year Comparison

	2024	2023	Change
Revenue	$25,215,597	$23,433,177	+0.1%
Expenses	$25,215,597	$23,433,177	+0.1%
Net Income	$0	N/A	N/A

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

Total Directors

$7,280

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
DENISE L BARR	ADMINISTRATOR	20.00		$0	$55,388	$270,299
CHRISTOPHER LEAVEY	Controller	20.00		$0	$55,538	$230,792
IRIS CLARK	ASC. ADMINISTRATOR	20.00		$0	$52,338	$212,233
JOSE CASTILLO	COMPUTER/ IT	15.00		$0	$59,965	$193,841
LILLIAN DELGADO	Trustee	1.00	Director	$0	$0	$1,815
Shante Chamblee	Trustee	1.00	Director	$0	$0	$1,625
CASSANDRA C HENDRICKS	Trustee	1.00	Director	$0	$0	$1,130
MICHELLE D WOODY	Trustee	1.00	Director	$0	$0	$1,035
AKM AMRAN	Trustee	1.00	Director	$0	$0	$935
JOSE NEGRON	Trustee	1.00	Director	$0	$0	$740
ANTHONY RUGGIERO	Trustee	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	$25,215,597	$25,215,597	$3,389,173	No data
2024	$23,433,177	$23,433,177	$4,110,351	No data
2023	$22,448,159	$22,448,159	$2,389,512	No data
2022	$23,163,002	$23,163,002	$3,893,562	No data
2021	$23,247,256	$23,247,256	$3,606,947	No data
2020	$20,806,633	$20,806,633	$2,761,833	No data
2019	$20,540,148	$20,540,148	$2,859,212	No data
2018	$18,492,594	$18,492,594	$2,558,880	No data

SOCIAL SERVICE EMPLOYEES UNION LOCAL 371 WELFARE FUND