UDW AFSCME 3930 SAN LUIS OBISPO COUNTY BENEFITS TRUST (EIN 477438850) - 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

ASTRID ZUNIGA

Phone

6192637254

Tax Period

2023-01-01 to 2023-12-31

UDW AFSCME 3930 SAN LUIS OBISPO COUNTY BENEFITS TRUST, founded in 2016, is a small nonprofit in the Mutual Benefit sector that reported $740K in total revenue in fiscal year 2023. The organization ran a surplus of $121K, a strong 16% operating margin.

Mission

UNITED DOMESTIC WORKERS SAN LUIS OBISPO HEALTH AND BENEFITS FUND WAS ESTABLISHED PURSUANT TO A COLLECTIVE BARGAINING AGREEMENT BETWEEN THE SAN LUIS OBISPO COUNTY IN HOME SUPPORTIVE SERVICES PUBLIC AUTHORITY AND UNITED DOMESTIC WORKERS OF AMERICA, AFSCME LOCAL 3930(PLAN SPONSOR) TO PROVIDE HEALTH INSURANCE BENEFITS FOR THE PROVIDERS COVERED UNDER THE COLLECTIVE BARGAINING UNIT 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 $734,100

Investment Income $6,043

Other Revenue $0

TOTAL REVENUE $740,143

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $13,470

TOTAL EXPENSES $619,634

Year-over-Year Comparison

	2023	2022	Change
Revenue	$740,143	$715,317	+0.0%
Expenses	$619,634	$593,492	+0.0%
Net Income	$120,509	$121,825	0.0%

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
ASTRID ZUNIGA	TRUSTEE	N/A	Director	$0	$0	$0
DOUG MOORE	TRUSTEE	2.00	Director	$0	$55,743	$436,222
EDITHA ADAMS	TRUSTEE	2.00	Director	$0	$0	$124,534
SARAH ILENSTINE	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	$740,143	$619,634	$757,420	$120,509
2022	$715,317	$593,492	$636,911	$121,825
2021	$608,022	$508,975	$515,086	$99,047
2020	$639,594	$470,625	$416,039	$168,969
2019	$462,505	$448,256	$247,070	$14,249
2018	$517,977	$408,182	$232,821	$109,795

UDW AFSCME 3930 SAN LUIS OBISPO COUNTY BENEFITS TRUST