UDW AFSCME LOCAL 3930 EL DORADO COUNTY BENEFITS PLAN (EIN 455466903) - 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

2012

Legal Domicile

Principal Officer

ASTRID ZUNIGA

Phone

6192637254

Tax Period

2023-01-01 to 2023-12-31

UDW AFSCME LOCAL 3930 EL DORADO COUNTY BENEFITS PLAN, founded in 2012, is a small nonprofit in the Mutual Benefit sector that reported $562K in total revenue in fiscal year 2023. The organization ran a surplus of $86K, a strong 15% operating margin.

Mission

UNITED DOMESTIC WORKERS OF AMERICA (UDW) EL DORADO COUNTY BENEFITS TRUST WAS ESTABLISHED PURSUANT TO A COLLECTIVE BARGAINING AGREEMENT BETWEEN EL DORADO 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.

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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 $557,101

Investment Income $4,632

Other Revenue $0

TOTAL REVENUE $561,733

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $11,631

TOTAL EXPENSES $475,618

Year-over-Year Comparison

	2023	2022	Change
Revenue	$561,733	$538,617	+0.0%
Expenses	$475,618	$444,140	+0.1%
Net Income	$86,115	$94,477	-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

$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	$561,733	$475,618	$624,568	$86,115
2022	$538,617	$444,140	$538,453	$94,477
2021	$510,566	$430,119	$443,976	$80,447
2020	$522,949	$383,118	$363,529	$139,831
2019	$334,698	$365,372	$223,698	$-30,674
2018	$370,426	$328,581	$254,372	$41,845

UDW AFSCME LOCAL 3930 EL DORADO COUNTY BENEFITS PLAN