SEIU LOCAL 200 UNITED BENEFIT FUND

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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

1960

Legal Domicile

Principal Officer

SCOTT PHILLIPSON

Phone

3154241750

Tax Period

2023-01-01 to 2023-12-31

SEIU LOCAL 200 UNITED BENEFIT FUND, founded in 1960, is a small nonprofit that reported $871K in total revenue in fiscal year 2023. Net assets of $2.0M represent 28 months of operating reserves.

Mission

TO PROVIDE MEDICAL, DENTAL, VISION, SUPPLEMENTAL DISABILITY, AND LIFE INSURANCE BENEFITS TO PARTICIPANTS.

Program Service Accomplishments

Program 1

TO PROVIDE MEDICAL, DENTAL, VISION AND LIFE INSURANCE BENEFITS TO APPROXIMATELY 800 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 (2023)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $830,589

Investment Income $40,747

Other Revenue $53

TOTAL REVENUE $871,389

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $209,419

TOTAL EXPENSES $878,052

Year-over-Year Comparison

	2023	2022	Change
Revenue	$871,389	$835,701	+0.0%
Expenses	$878,052	$833,931	+0.1%
Net Income	$-6,663	$1,770	-4.8%

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

N/A

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

$131,182

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
SCOTT PHILLIPSON	TRUSTEE	1.00	Director	$0	$0	$0
JODY DELBROCCO	TRUSTEE	1.00	Director	$0	$0	$0
BRITTANY BUFFUM	TRUSTEE	1.00	Director	$0	$0	$0
CATHY VAIL	TRUSTEE	1.00	Director	$0	$0	$0
MAUREEN LEIB	FUND MANAGER	40.00	Officer	$0	$48,906	$131,182

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	$871,389	$878,052	$2,037,144	$-6,663
2022	$835,701	$833,931	$1,871,152	$1,770
2021	$989,301	$887,181	$2,208,818	$102,120
2020	$1,070,798	$873,373	$2,096,496	$197,425
2019	$555,042	$644,826	$1,787,731	$-89,784
2018	$466,677	$544,647	$1,687,513	$-77,970