SERVICE EMPLOYEES INTERNATIONAL UNION LOCAL 500 (EIN 520910299) - 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

1971

Legal Domicile

Principal Officer

PIERANGELI MORRISON

Phone

3017407100

Tax Period

2023-10-01 to 2024-09-30

SERVICE EMPLOYEES INTERNATIONAL UNION LOCAL 500, founded in 1971, is a community nonprofit that reported $5.4M in total revenue in fiscal year 2023.

Mission

TO IMPROVE THE WORKING CONDITIONS AND STANDARD OF LIVING OF ALL MEMBERS THROUGH COLLECTIVE BARGAINING, POLITICAL ACTION, AND ALL OTHER LEGITIMATE MEANS.

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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 $5,270,966

Investment Income $0

Other Revenue $126,880

TOTAL REVENUE $5,397,846

Expense Breakdown

Grants Paid $0

Salaries & Benefits $3,106,545

Fundraising Expenses $0

Other Expenses $2,219,248

TOTAL EXPENSES $5,325,793

Year-over-Year Comparison

	2023	2022	Change
Revenue	$5,397,846	$5,226,953	+0.0%
Expenses	$5,325,793	$4,445,631	+0.2%
Net Income	$72,053	$781,322	-0.9%

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

$198,493

Total Directors

$198,962

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
PIERANGELI MORRISON	PRESIDENT	40.00	Officer Director	$147,970	$25,618	$173,588
CARLENE BUTT-PRUITT	EXECUTIVE VP	1.00	Officer Director	$0	$0	$0
ORIOLE SAAH	TREASURER	1.00	Officer Director	$2,000	$0	$2,000
FATIMA WHITMORE	SECRETARY	1.00	Officer Director	$2,000	$0	$2,000
TODD HOUSER	VP MAINTENANCE	1.00	Officer Director	$1,406	$0	$1,406
JAMES MULHERN	VP MEDIA & TECH	1.00	Officer Director	$1,406	$0	$1,406
LESHIA MURRAY	VP OFFICE EMPLOYEES	1.00	Officer Director	$1,500	$0	$1,500
CHRISTINA BRUNNER	VP FOOD SERVICES	1.00	Officer Director	$1,500	$0	$1,500
SALLY MUREK	VP PARAEDUCATORS	1.00	Officer Director	$1,500	$0	$1,500
NOELIA TORRES	VP PARAEDUCATORS	1.00	Officer Director	$1,500	$0	$1,500
VICKI BROWN	VP PARAEDUCATORS	1.00	Officer Director	$1,500	$0	$1,500
NATHALIA BOURDEREAU	VP PARAEDUCATORS	1.00	Officer Director	$1,500	$0	$1,500
MICHAEL WHITE	VP TRANSPORTATION	1.00	Officer Director	$1,500	$0	$1,500
JOSEAN ACEVEDO-SOTO	VP SECURITY	1.00	Officer Director	$1,500	$0	$1,500
GREGORY BISHOP	VP BUILDING SERVICE (THRU 10/20/23)	1.00	Officer Director	$1,500	$0	$1,500
SHELTON NEAL	VP BUILDING SERVICE	1.00	Officer Director	$1,500	$0	$1,500
SOYINI RICHARDS	VP HIGHER EDUCATION	1.00	Officer Director	$1,406	$0	$1,406
MITCHELL TROPIN	VP HIGHER EDUCATION	1.00	Officer Director	$1,406	$0	$1,406
AUBREY HILL	VP HIGHER EDUCATION	1.00	Officer Director	$281	$0	$281
HENRIETTA JENKINS	TRUSTEE	1.00	Director	$469	$0	$469
THERESA ALEXANDER	DIRECTOR OF HR & FINANCE	40.00	Highest	$109,962	$47,000	$156,962
ANNE MCLEER	DIRECTOR OF H.E. & STRATEG	40.00	Highest	$117,046	$49,696	$166,742
TRAVIS SIMON	EXECUTIVE DIRECTOR	40.00	Highest	$130,595	$39,425	$170,020
REBECCA DRAYTON	DIRECTOR OF REPRESENTATION	40.00	Highest	$108,321	$47,703	$156,024
TRACY TRUE	DIRECTOR OF OPERATIONS & MEMBER SVCS	40.00	Highest	$104,637	$42,348	$146,985

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	$5,397,846	$5,325,793	$5,143,975	$72,053
2023	$5,226,953	$4,445,631	$5,062,679	$781,322
2022	$5,169,269	$4,580,606	$4,285,590	$588,663
2021	$5,490,787	$4,523,768	$3,688,980	$967,019
2020	$5,408,974	$4,740,213	$2,807,300	$668,761
2019	$5,342,340	$4,689,444	$2,140,666	$652,896
2018	$5,721,658	$5,409,382	$1,911,489	$312,276

SERVICE EMPLOYEES INTERNATIONAL UNION LOCAL 500