SEIU HEALTHCARE WISCONSIN

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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

2009

Legal Domicile

Principal Officer

PAT RAES

Phone

8663528012

Tax Period

2023-01-01 to 2023-12-31

SEIU HEALTHCARE WISCONSIN, founded in 2009, is a small nonprofit that reported $940K in total revenue in fiscal year 2023. Revenue fell 22% from the prior year — a significant decline worth monitoring.

Mission

TO WORK TO IMPROVE THE LIVES OF WORKERS AND THEIR FAMILIES BY ORGANIZING AND REPRESENTING HOMECARE WORKERS IN THE STATE OF WISCONSIN.

Program Service Accomplishments

Program 1

WORKED TO IMPROVE THE LIVES OF WORKERS AND THEIR FAMILIES BY ORGANIZING AND REPRESENTING HOMECARE WORKERS IN THE STATE OF WISCONSIN.

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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 $888,438

Investment Income $23,020

Other Revenue $28,210

TOTAL REVENUE $939,668

Expense Breakdown

Grants Paid $380

Salaries & Benefits $151,348

Fundraising Expenses $0

Other Expenses $859,109

TOTAL EXPENSES $1,010,837

Year-over-Year Comparison

	2023	2022	Change
Revenue	$939,668	$1,197,968	-0.2%
Expenses	$1,010,837	$1,330,983	-0.2%
Net Income	$-71,169	$-133,015	-0.5%

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

$109,003

Total Directors

$10,615

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
VICTORIA GUTIERREZ	BOARD OF DIRECTORS - RN	0.62	Director	$0	$100	$700
LISA GORDON	BOARD OF DIRECTORS - MONRO	0.62	Director	$0	$100	$1,463
LOUISE APFELSTAD	BOARD OF DIRECTORS - RN	0.15	Director	$0	$0	$0
MIKE ELVORD	BOARD OF DIRECTORS - SS	0.62	Director	$0	$0	$0
VERONICA CRAIG	BOARD OF DIRECTORS - GUNDE	0.15	Director	$0	$0	$0
LEONA BOURNES	BOARD OF DIRECTORS - GUNDE	0.15	Director	$0	$4,226	$6,526
DAWN FERLAND	BOARD OF DIRECTORS - SKAAL	0.15	Director	$0	$0	$586
CHRISTINA PROPSON	BOARD OF DIRECTORS - AMC	0.15	Director	$0	$0	$0
JUSTIN BYERS	BOARD OF DIRECTORS - TRI S	0.62	Director	$0	$0	$0
PETER THURLOW	BOARD OF DIRECTORS - OAKWO	0.62	Director	$0	$100	$568
ANN LOUISE TETREAULT	BOARD OF DIRECTORS - RETIR	0.62	Director	$0	$100	$772
RAMON ARGANDONA	VICE PRESIDENT	8.37	Officer	$0	$6,607	$11,142
BRENDA FRARY	TREASURER	11.01	Officer	$0	$14,818	$19,781
PAT RAES	PRESIDENT	26.86	Officer	$0	$3,985	$78,080
TAMMY SCHUTZ	SECRETARY	4.30	Officer	$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	$939,668	$1,010,837	$1,029,281	$-71,169
2022	$1,197,968	$1,330,983	$1,101,016	$-133,015
2021	$1,450,298	$1,424,662	$1,281,655	$25,636
2020	$1,484,970	$1,645,708	$1,268,631	$-160,738
2019	$1,184,874	$1,820,137	$1,357,118	$-635,263
2018	$1,592,271	$1,808,481	$2,688,765	$-216,210