AFSCME LOCAL 2076 HEALTH & WELFARE TRUST FUND (EIN 336136808) - 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

1993

Legal Domicile

Principal Officer

ARACELI GUILLEN

Phone

7147784417

Tax Period

2024-01-01 to 2024-12-31

AFSCME LOCAL 2076 HEALTH & WELFARE TRUST FUND, founded in 1993, is a community nonprofit in the Mutual Benefit sector that reported $2.7M in total revenue in fiscal year 2024. Revenue grew 10% year-over-year, indicating healthy expansion. Expenses of $2.5M left a modest 7% surplus.

Mission

AFSCME LOCAL 2076 BENEFITS TRUST WAS ESTABLISHED PURSUANT TO A COLLECTIVE BARGAINING AGREEMENT BETWEEN THE COUNTY OF ORANGE (EMPLOYER) AND AFSCME LOCAL UNION 2076 (SPONSOR) TO HOLD ASSETS AND CONTRIBUTIONS RECEIVED FROM THE EMPLOYER WHICH ARE DESIGNATED FOR THE SOLE PURPOSE OF PROVIDING FOR EMPLOYEE HEALTHCARE BENEFITS TO EMPLOYEES 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 $2,649,565

Investment Income $6,038

Other Revenue $0

TOTAL REVENUE $2,655,603

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $49,792

TOTAL EXPENSES $2,474,833

Year-over-Year Comparison

	2024	2023	Change
Revenue	$2,655,603	$2,415,212	+0.1%
Expenses	$2,474,833	$2,213,923	+0.1%
Net Income	$180,770	$201,289	-0.1%

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

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
ARACELI GUILLEN	TRUSTEE	1.00	Director	$0	$0	$0
MANUEL CORRAL	TRUSTEE	1.00	Director	$0	$0	$0
JOE LEON	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	$2,655,603	$2,474,833	$1,896,032	$180,770
2023	$2,415,212	$2,213,923	$1,693,342	$201,289
2022	$2,458,431	$2,336,529	$1,504,219	$121,902
2021	$2,420,051	$2,235,140	$1,375,071	$184,911
2020	$2,387,773	$2,179,355	$1,156,722	$208,418
2019	$2,383,041	$2,188,601	$961,998	$194,440
2018	$2,287,998	$2,124,613	$758,316	$163,385

AFSCME LOCAL 2076 HEALTH & WELFARE TRUST FUND