SERVICE EMPLOYEES INTL UNION LOCAL 32BJ DISTRICT 36 BOLR LEGAL SVCS TRUST FUND (EIN 232307011) - 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

1984

Legal Domicile

Principal Officer

WAYNE MACMANIMAN

Phone

2155683262

Tax Period

2023-01-01 to 2023-12-31

SERVICE EMPLOYEES INTL UNION LOCAL 32BJ DISTRICT 36 BOLR LEGAL SVCS TRUST FUND, founded in 1984, is a small nonprofit that reported $951K in total revenue in fiscal year 2023. The organization ran a surplus of $445K, a strong 47% operating margin.

Mission

TO PROVIDE LEGAL SERVICES FOR ELIGIBLE PARTICIPANTS AND THEIR BENEFICIARIES.

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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 $898,854

Investment Income $52,522

Other Revenue $0

TOTAL REVENUE $951,376

Expense Breakdown

Grants Paid $0

Salaries & Benefits $20,643

Fundraising Expenses $0

Other Expenses $79,500

TOTAL EXPENSES $506,593

Year-over-Year Comparison

	2023	2022	Change
Revenue	$951,376	$912,021	+0.0%
Expenses	$506,593	$548,064	-0.1%
Net Income	$444,783	$363,957	+0.2%

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

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

Total Directors

$764,041

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
WAYNE MACMANIMAN	UNION TRUSTEE	1.00	Director	$0	$35,212	$183,932
GABE MORGAN	UNION TRUSTEE	1.00	Director	$0	$35,212	$210,937
DAISY CRUZ	UNION TRUSTEE	1.00	Director	$0	$35,212	$172,520
ANTHONY HUGHES	EMPLOYER TRUSTEE	1.00	Director	$0	$0	$0
MIKE DUFFY	UNION TRUSTEE	1.00	Director	$0	$35,212	$196,652
DANIEL BRIGHTER	EMPLOYER TRUSTEE	1.00	Director	$0	$0	$0
MICHAEL MAHER	EMPLOYER TRUSTEE	1.00	Director	$0	$0	$0
RONAK CHOKSHI	EMPLOYER 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
2024	No data	No data	No data	No data
2023	$951,376	$506,593	$2,044,257	$444,783
2022	$912,021	$548,064	$1,512,362	$363,957
2021	$830,745	$508,451	$1,294,754	$322,294
2020	$518,508	$416,886	$977,280	$101,622
2019	$562,799	$508,326	$408,499	$54,473
2018	$529,095	$507,359	$340,795	$21,736

SERVICE EMPLOYEES INTL UNION LOCAL 32BJ DISTRICT 36 BOLR LEGAL SVCS TRUST FUND