SERVICE EMPLOYEES INT'L 513 LOCAL U (EIN 486124420) - 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

1921

Legal Domicile

Principal Officer

KIMBERLY BREWER

Phone

3162630323

Tax Period

2024-01-01 to 2024-12-31

SERVICE EMPLOYEES INT'L 513 LOCAL U, founded in 1921, is a small nonprofit that reported $538K in total revenue in fiscal year 2024. Expenses of $512K left a modest 5% surplus.

Mission

THE GOAL OF THE ORGANIZATION IS TO PROTECT THE STANDARD OF LIVING OF MEMBERS AND THEIR FAMILIES, TO AFFIRM THE DIGNITY OF MEMBERS AND SERVICES THEY PROVIDE, AND TO CREATE A MORE JUST AND HUMANE SOCIETY.

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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 (2024)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $524,263

Investment Income $399

Other Revenue $13,205

TOTAL REVENUE $537,867

Expense Breakdown

Grants Paid $0

Salaries & Benefits $203,693

Fundraising Expenses $0

Program Expenses $252,599

Other Expenses $308,279

TOTAL EXPENSES $511,972

Year-over-Year Comparison

	2024	2023	Change
Revenue	$537,867	$520,436	+0.0%
Expenses	$511,972	$495,025	+0.0%
Net Income	$25,895	$25,411	+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

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
JAMES BLACK	TREASURER/SE	2.00	Officer	$0	$0	$0
CHAD BLANCHET	SERGEANT AT	2.00	Officer	$0	$0	$0
KIMBERLY BREWER	PRESIDENT	2.00	Officer	$0	$0	$0
GREG DEGARMO	VICE PRESIDE	2.00	Officer	$0	$0	$0
LINDSAY FAIRBANK	MEMBER AT LA	2.00	Officer	$0	$0	$0
JANET JONES	VICE PRESIDE	2.00	Officer	$0	$0	$0
LEE MOORE	MEMBER AT LA	2.00	Officer	$0	$0	$0
WENDY RATTLIFF	VICE PRESIDE	2.00	Officer	$0	$0	$0
JOHN RODRIGUEZ	MEMBER AT LA	2.00	Officer	$0	$0	$0
ELISHA SNELL	RECORDING SE	2.00	Officer	$0	$0	$0
DINA WILLIAMS	MEMBER AT LA	2.00	Officer	$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
2025	No data	No data	No data	No data
2024	$537,867	$511,972	$330,043	$25,895
2023	$520,436	$495,025	$310,730	$25,411
2022	$479,504	$422,601	$279,690	$56,903
2021	$421,928	$428,592	$218,446	$-6,664
2020	$435,673	$431,546	$223,096	$4,127
2019	$355,712	$424,586	$222,124	$-68,874
2018	$364,549	$382,448	$286,886	$-17,899

SERVICE EMPLOYEES INT'L 513 LOCAL U