SERVICE EMPLOYEES INTERNATIONAL UNION-LOCAL 721 SANTA ANA MEDICAL TRUST (EIN 477298200) - 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

2016

Legal Domicile

Principal Officer

DAVID GREEN

Phone

6267322100

Tax Period

2023-01-01 to 2023-12-31

SERVICE EMPLOYEES INTERNATIONAL UNION-LOCAL 721 SANTA ANA MEDICAL TRUST, founded in 2016, is a small nonprofit in the Mutual Benefit sector that reported $200K in total revenue in fiscal year 2023. The organization ran a surplus of $109K, a strong 54% operating margin.

Mission

THIS TRUST IS ESTABLISHED AND SHALL BE UTILIZED FOR THE SOLE PURPOSE OF PAYING FOR OR PROVIDING HEALTH AND WELFARE BENEFITS INCLUDING, BUT NOT LIMITED TO, SICK ACCIDENT OR ANY OTHER SIMILAR BENEFITS AS THE TRUSTEES SHALL DETERMINE FOR ELIGIBLE PART-TIME EMPLOYEES OF THE CITY OF SANTA ANA AND THEIR SPOUSES. THESE BENEFITS MAY BE PROVIDED THROUGH REIMBURSEMENT OF COSTS ASSOCIATED WITH THE PURCHASE OF INSURANCE POLICIES. THE PURPOSE OF THIS TRUST SHALL ALSO BE DEEMED TO INCLUDE PAYING THE NECESSARY COSTS OF ADMINISTERING AND CONTINUING THIS TRUST AND ACCUMULATING NECESSARY RESERVES.

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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 $200,000

Investment Income $0

Other Revenue $0

TOTAL REVENUE $200,000

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $72,534

TOTAL EXPENSES $91,363

Year-over-Year Comparison

	2023	2022	Change
Revenue	$200,000	$200,000	N/A
Expenses	$91,363	$75,435	+0.2%
Net Income	$108,637	$124,565	-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

N/A

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
CHARLEY MIMS	TRUSTEE	1.0	Director	$0	$0	$0
RENEE HERNANDEZ	TRUSTEE	1.0	Director	$0	$0	$0
MONICA SUTER	TRUSTEE	1.0	Director	$0	$0	$0
DAVID GREEN	CHAIRMAN, TRUSTEE	1.0	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	$200,000	$91,363	$1,228,418	$108,637
2022	$200,000	$75,435	$1,128,170	$124,565
2021	$200,000	$86,113	$998,271	$113,887

SERVICE EMPLOYEES INTERNATIONAL UNION-LOCAL 721 SANTA ANA MEDICAL TRUST