SERVICE EMPLOYEES INTERNATIONAL UNION LOCAL 226 (EIN 470349383) - 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

1941

Legal Domicile

Principal Officer

STEVE OWENS

Phone

4027338775

Tax Period

2025-01-01 to 2025-12-31

SERVICE EMPLOYEES INTERNATIONAL UNION LOCAL 226, founded in 1941, is a small nonprofit that reported $382K in total revenue in fiscal year 2025. Revenue grew 10% year-over-year, indicating healthy expansion. Expenses of $340K left a modest 11% surplus.

Mission

COLLECTIVE REPRESENTATION OF SERVICE EMPLOYEES FOR WAGES, WORKING CONDITIONS, AND JURISDICTION

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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 (2025)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $363,597

Investment Income $18,478

Other Revenue $318

TOTAL REVENUE $382,393

Expense Breakdown

Grants Paid $0

Salaries & Benefits $148,506

Fundraising Expenses $0

Other Expenses $191,358

TOTAL EXPENSES $339,864

Year-over-Year Comparison

	2025	2024	Change
Revenue	$382,393	$347,703	+0.1%
Expenses	$339,864	$341,425	0.0%
Net Income	$42,529	$6,278	+5.8%

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

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

$74,332

Total Directors

$74,332

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
SHARON BLOCK	ASST. CHIEF STEWARD	25.00	Officer Director	$10,500	$0	$10,500
STEVE RYS	ASST. CHIEF STEWARD	25.00	Officer Director	$11,514	$0	$11,514
DIANE CHIZEK	FINANCIAL SECRETARY/TREASU	20.00	Officer Director	$5,399	$0	$5,399
STEVE OWENS	PRESIDENT	25.00	Officer Director	$10,740	$0	$10,740
OTTO STENNIS	CHIEF STEWARD	25.00	Officer Director	$11,962	$0	$11,962
BRIAN STENZEL	VICE PRESIDENT	25.00	Officer Director	$10,500	$0	$10,500
DAN FOOTE	ASST. CHIEF STEWARD	25.00	Officer Director	$11,517	$0	$11,517
DESIRAE SMART	SECRETARY	10.00	Officer Director	$2,200	$0	$2,200
DOUGLAS BUSH	SECRETARY	10.00		$200	$0	$200

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
2025	$382,393	$339,864	$281,856	$42,529
2024	$347,703	$341,425	$241,283	$6,278
2023	$313,638	$310,686	$234,969	$2,952
2022	$324,572	$321,680	$232,139	$2,892
2021	$335,014	$352,204	$248,495	$-17,190
2020	$329,532	$305,989	$247,368	$23,543
2019	$358,317	$319,384	$225,088	$38,933
2018	$352,607	$404,590	$188,454	$-51,983

SERVICE EMPLOYEES INTERNATIONAL UNION LOCAL 226