UNITED DOMESTIC WORKERS BENEFIT TRUST (EIN 306116859) - 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

2004

Legal Domicile

Principal Officer

ASTRID ZUNIGA

Phone

6192637254

Tax Period

2024-01-01 to 2024-12-31

UNITED DOMESTIC WORKERS BENEFIT TRUST, founded in 2004, is a mid-sized nonprofit in the Mutual Benefit sector that reported $47.4M in total revenue in fiscal year 2024. Revenue surged 22% from the prior year, signaling strong growth momentum. Expenses of $42.9M left a modest 9% surplus.

Mission

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

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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 (2024)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $46,904,917

Investment Income $446,424

Other Revenue $0

TOTAL REVENUE $47,351,341

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $28,313

TOTAL EXPENSES $42,897,550

Year-over-Year Comparison

	2024	2023	Change
Revenue	$47,351,341	$38,830,979	+0.2%
Expenses	$42,897,550	$35,687,392	+0.2%
Net Income	$4,453,791	$3,143,587	+0.4%

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

$479,171

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
ANGIE NGUYEN	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	$47,351,341	$42,897,550	$20,284,574	$4,453,791
2023	$38,830,979	$35,687,392	$16,119,033	$3,143,587
2022	$31,618,499	$32,995,900	$12,676,817	$-1,377,401
2021	$28,051,624	$29,067,921	$14,054,218	$-1,016,297
2020	$30,680,900	$26,707,387	$15,070,515	$3,973,513
2019	$23,776,832	$22,913,371	$12,973,949	$863,461
2018	$21,969,269	$20,942,473	$11,965,098	$1,026,796

UNITED DOMESTIC WORKERS BENEFIT TRUST