DISTRICT 1199J NUHHCE AFSCME AFL CIO (EIN 222180099) - 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

1977

Legal Domicile

Principal Officer

SUSAN CLEARY

Tax Period

2023-01-01 to 2023-12-31

DISTRICT 1199J NUHHCE AFSCME AFL CIO, founded in 1977, is a community nonprofit that reported $5.0M in total revenue in fiscal year 2023. Expenses of $4.8M left a modest 4% surplus.

Mission

LABOR UNION TO SUPPORT COLLECTIVE BARGAINING FOR ITS MEMBERS, CONDUCTING MEMBERSHIP MEETINGS, EDUCATION, ORGANIZING EVENTS TO FURTHER THE COMMON INTERESTS OF THE MEMBERSHIP.

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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 $4,983,132

Investment Income $9,207

Other Revenue $6,475

TOTAL REVENUE $4,998,814

Expense Breakdown

Grants Paid $0

Salaries & Benefits $2,467,821

Fundraising Expenses $0

Other Expenses $2,347,055

TOTAL EXPENSES $4,814,876

Year-over-Year Comparison

	2023	2022	Change
Revenue	$4,998,814	$4,749,512	+0.1%
Expenses	$4,814,876	$4,763,409	+0.0%
Net Income	$183,938	$-13,897	-14.2%

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

$615,300

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
SUSAN CLEARY	PRESIDENT	40.00	Officer	$163,945	$0	$163,945
CRAIG FORD	SECRETARY TREASURER	40.00	Officer	$135,854	$0	$135,854
PHYLLIS SHIVERS	VICE PRESIDENT	40.00	Officer	$115,851	$0	$115,851
GRISEL ANTON	VICE PRESIDENT	40.00	Officer	$115,413	$0	$115,413
JAIMIE HIRSCH	ACTING VICE PRESIDENT	40.00	Officer	$84,237	$0	$84,237

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	$4,998,814	$4,814,876	$1,071,466	$183,938
2022	$4,749,512	$4,763,409	$864,228	$-13,897
2021	$4,441,131	$4,714,430	$850,401	$-273,299
2020	$4,591,914	$4,560,355	$1,111,475	$31,559
2019	$5,038,136	$4,843,299	$1,067,967	$194,837
2018	$5,125,203	$5,039,725	$873,923	$85,478

DISTRICT 1199J NUHHCE AFSCME AFL CIO