UDW AFSCME 3930 PLACER COUNTY BENEFITS TRUST (EIN 276472885) - 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

2010

Legal Domicile

Principal Officer

ASTRID ZUNIGA

Phone

6192637254

Tax Period

2023-01-01 to 2023-12-31

UDW AFSCME 3930 PLACER COUNTY BENEFITS TRUST, founded in 2010, is a small nonprofit in the Mutual Benefit sector that reported $921K in total revenue in fiscal year 2023. Revenue surged 31% from the prior year, signaling strong growth momentum. The organization ran a surplus of $392K, a strong 43% operating margin.

Mission

UNITED DOMESTIC WORKERS OF AMERICA (UDW) PLACER COUNTY HEALTH AND BENEFITS FUND WAS ESTABLISHED PURSUANT TO A COLLECTIVE BARGAINING AGREEMENT BETWEEN PLACER COUNTY IN HOME SUPPORTIVE SERVICES PUBLIC AUTHORITY (EMPLOYER) AND UNITED DOMESTIC WORKERS OF AMERICA, AFSCME LOCAL 3930(PLAN SPONSOR), TO PROVIDE HEALTH BENEFITS TO THE PROVIDERS COVERED BY THE COLLECTIVE BARGAINING 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 (2023)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $913,851

Investment Income $6,720

Other Revenue $0

TOTAL REVENUE $920,571

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $15,314

TOTAL EXPENSES $528,673

Year-over-Year Comparison

	2023	2022	Change
Revenue	$920,571	$703,114	+0.3%
Expenses	$528,673	$468,431	+0.1%
Net Income	$391,898	$234,683	+0.7%

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

$596,756

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
DOUG MOORE	TRUSTEE	2.00	Director	$0	$55,743	$436,222
EDITHA ADAMS	TRUSTEE	2.00	Director	$0	$0	$124,534
MARTHA RUIZ	TRUSTEE	2.00	Director	$0	$0	$36,000

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	No data	No data	No data	No data
2023	$920,571	$528,673	$1,019,257	$391,898
2022	$703,114	$468,431	$627,359	$234,683
2021	$655,430	$451,987	$392,676	$203,443
2020	$468,507	$312,536	$189,233	$155,971
2019	$275,217	$270,255	$56,187	$4,962
2018	$275,167	$269,731	$51,226	$5,436

UDW AFSCME 3930 PLACER COUNTY BENEFITS TRUST