UDW AFSCME 3930 SAN DIEGO HEALTH AND BENEFITS TRUST FUND (EIN 276135515) - Form 990 Financial Analysis & Trantor Score

🔒

Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Financial Trends

Organization Details

Formation Year

2009

Legal Domicile

Principal Officer

ASTRID ZUNIGA

Phone

6192637254

Tax Period

2024-01-01 to 2024-12-31

UDW AFSCME 3930 SAN DIEGO HEALTH AND BENEFITS TRUST FUND, founded in 2009, is a mid-sized nonprofit in the Mutual Benefit sector that reported $40.1M in total revenue in fiscal year 2024. Revenue grew 15% year-over-year, indicating healthy expansion. Expenses of $38.5M left a modest 4% surplus.

Mission

UNITED DOMESTIC WORKERS SAN DIEGO HEALTH AND BENEFITS FUND WAS ESTABLISHED PURSUANT TO A COLLECTIVE BARGAINING AGREEMENT BETWEEN THE SAN DIEGO COUNTY IN HOME SUPPORTIVE SERVICES PUBLIC AUTHORITY AND THE UNITED DOMESTIC WORKERS OF AMERICA, AFSCME LOCAL 3930 (PLAN SPONSOR) TO PROVIDE HEALTH INSURANCE BENEFITS FOR THE PROVIDERS COVERED UNDER THE COLLECTIVE BARGAINING UNIT AGREEMENT.

🔒

Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

Sign in to view Trantor Score and financial metrics

Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $39,632,371

Investment Income $470,299

Other Revenue $0

TOTAL REVENUE $40,102,670

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $45,153

TOTAL EXPENSES $38,527,209

Year-over-Year Comparison

	2024	2023	Change
Revenue	$40,102,670	$34,986,001	+0.1%
Expenses	$38,527,209	$32,521,932	+0.2%
Net Income	$1,575,461	$2,464,069	-0.4%

Key Indicators

✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✗ Schedule B Required

🔒

Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

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

$476,171

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
DOUG MOORE	TRUSTEE	2.00	Director	$0	$55,936	$400,913
ASTRID ZUNIGA	PRESIDENT	2.00	Director	$0	$0	$42,258
MARIA GARZA	TRUSTEE	2.00	Director	$0	$0	$33,000

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	$40,102,670	$38,527,209	$15,215,420	$1,575,461
2023	$34,986,001	$32,521,932	$13,410,364	$2,464,069
2022	$30,697,112	$30,134,151	$10,427,611	$562,961
2021	$27,977,099	$27,412,335	$9,655,213	$564,764
2020	$25,330,039	$24,778,497	$8,802,886	$551,542
2019	$23,002,415	$21,431,605	$8,098,452	$1,570,810
2018	$20,807,049	$16,723,604	$6,338,657	$4,083,445

UDW AFSCME 3930 SAN DIEGO HEALTH AND BENEFITS TRUST FUND