SERVICE EMPLOYEES INTERNATIONAL UNION HEALTHCARE MINNESOTA AND IOWA (EIN 410489430) - 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

1933

Legal Domicile

Principal Officer

JAMIE GULLEY

Phone

6512948100

Tax Period

2023-01-01 to 2023-12-31

SERVICE EMPLOYEES INTERNATIONAL UNION HEALTHCARE MINNESOTA AND IOWA, founded in 1933, is a mid-sized nonprofit that reported $13.2M in total revenue in fiscal year 2023.

Mission

TO ORGANIZE ALL WORKERS FOR THE ECONOMIC, MORAL, AND SOCIAL ADVANCEMENT OF THEIR CONDITION AND STATUS.

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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 $13,057,043

Investment Income $62,839

Other Revenue $48,235

TOTAL REVENUE $13,168,117

Expense Breakdown

Grants Paid $79,271

Salaries & Benefits $6,708,624

Fundraising Expenses $0

Other Expenses $6,609,839

TOTAL EXPENSES $13,397,734

Year-over-Year Comparison

	2023	2022	Change
Revenue	$13,168,117	$13,251,315	0.0%
Expenses	$13,397,734	$13,798,544	0.0%
Net Income	$-229,617	$-547,229	-0.6%

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

579

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

$946,022

Total Directors

$1,086,495

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JAMIE GULLEY	PRESIDENT	10.00	Officer Director	$156,232	$61,046	$217,278
JIGME UGEN	EXECUTIVE VI	5.00	Officer Director	$149,937	$46,119	$196,056
BRENDA HILBRICH	EXECUTIVE VI	5.00	Officer Director	$132,785	$47,360	$180,145
PHILLIP CRYAN	EXECUTIVE VI	5.00	Officer Director	$123,004	$55,881	$178,885
RASHA AHMAD-SHARIFF	EXECUTIVE VI	1.00	Officer Director	$124,723	$32,966	$157,689
WILLIAM NADAL	LEGAL DIRECT	N/A	Highest	$132,723	$0	$132,723
JOHN PERRI	FINANCE DIRE	N/A	Highest	$122,648	$0	$122,648
FRANCIS HALL	DELEGATE	1.00	Director	$25,798	$0	$25,798
TAVONA JOHNSON	DELEGATE	1.00	Director	$20,441	$0	$20,441
KATHERINE LYNCH	VICE PRESIDE	1.00	Officer Director	$10,111	$0	$10,111
DEBRA HOWZE	DELEGATE	1.00	Director	$8,974	$0	$8,974
JEAN PFARR	DELEGATE	1.00	Director	$8,459	$0	$8,459
CONNIE BERGER	DELEGATE	N/A	Director	$6,589	$0	$6,589
KIA PILLE	DELEGATE	1.00	Director	$6,350	$0	$6,350
JEFF SARRO	DELEGATE	1.00	Director	$5,460	$0	$5,460
ANGELA KNUTSON	DELEGATE	1.00	Director	$5,388	$0	$5,388
MELISSA ROBERTS	DELEGATE	1.00	Director	$4,523	$0	$4,523
ROBIN PIKALA	DELEGATE	1.00	Director	$4,291	$0	$4,291
CHRISTOPHER GRIMES	TRUSTEE	N/A	Director	$4,088	$0	$4,088
JARED MITUGA	DELEGATE	1.00	Director	$3,983	$0	$3,983
JAMES HOLT JR	DELEGATE	1.00	Director	$3,913	$0	$3,913
TAWANDA JACKSON	DELEGATE	1.00	Director	$3,507	$0	$3,507
STEPHANIE KARCHER	DELEGATE	1.00	Director	$3,475	$0	$3,475
CRISSY HANSON	DELEGATE	1.00	Director	$3,424	$0	$3,424
WILLIAM BADER	DELEGATE	1.00	Director	$3,140	$0	$3,140
RITA MATTHEWS	DELEGATE	1.00	Director	$3,026	$0	$3,026
KAMALA RAMNAUTH	DELEGATE	1.00	Director	$3,004	$0	$3,004
BARB STANERSON	VICE PRESIDE	1.00	Officer Director	$2,916	$0	$2,916
YEEG HER	DELEGATE	1.00	Director	$2,853	$0	$2,853
KENT WILCOX	DELEGATE	1.00	Director	$1,858	$0	$1,858
JENNIFER NORGREN	DELEGATE	1.00	Director	$1,534	$0	$1,534
JOHNNIE SMITH	DELEGATE	1.00	Director	$1,501	$0	$1,501
LESLIE KAUP	DELEGATE	1.00	Director	$1,497	$0	$1,497
KATHLENE MEYER	DELEGATE	1.00	Director	$1,357	$0	$1,357
ANTONIETTA GIOVANNI	DELEGATE	1.00	Director	$1,083	$0	$1,083
LATANYA HUGHES	VICE PRESIDE	1.00	Officer Director	$1,016	$0	$1,016
DELORES FLYNN	DELEGATE	1.00	Director	$957	$0	$957
LYNN CARLSON	VICE PRESIDE	1.00	Officer Director	$931	$0	$931
COREY VAN DENBURGH	VICE PRESIDE	1.00	Officer Director	$574	$0	$574
MARY BALE	DELEGATE	1.00	Officer Director	$421	$0	$421
KATHRYN ELRITE	DELEGATE	1.00	Director	$0	$0	$0
MARK FREEMAN	DELEGATE	N/A	Director	$0	$0	$0
LARRY WHITE	DELEGATE	1.00	Director	$0	$0	$0
BLYTH ZEMPEL	DELEGATE	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	No data	No data	No data	No data
2023	$13,168,117	$13,397,734	$2,116,681	$-229,617
2022	$13,251,315	$13,798,544	$2,502,115	$-547,229
2021	$12,392,421	$12,143,594	$3,226,378	$248,827
2020	$12,048,586	$11,553,054	$2,794,511	$495,532
2019	$12,642,127	$11,623,103	$2,360,492	$1,019,024
2018	$12,180,980	$12,032,816	$1,588,933	$148,164

SERVICE EMPLOYEES INTERNATIONAL UNION HEALTHCARE MINNESOTA AND IOWA