SEIU UNITED HEALTHCARE WORKERS WEST AND JOINT EMPLOYER EDUCATION FUND (EIN 651239046) - 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

2004

Legal Domicile

Principal Officer

DANIEL SHAW

Phone

5102506828

Tax Period

2023-01-01 to 2023-12-31

SEIU UNITED HEALTHCARE WORKERS WEST AND JOINT EMPLOYER EDUCATION FUND, founded in 2004, is a mid-sized nonprofit in the Education sector that reported $42.7M in total revenue in fiscal year 2023. Revenue surged 25% from the prior year, signaling strong growth momentum. Expenses of $39.4M left a modest 8% surplus.

Mission

to provide educational benefits and training programs to eligible participants.

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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 $40,848,780

Investment Income $1,864,335

Other Revenue $164

TOTAL REVENUE $42,713,279

Expense Breakdown

Grants Paid $0

Salaries & Benefits $11,421,869

Fundraising Expenses $0

Other Expenses $7,006,496

TOTAL EXPENSES $39,396,586

Year-over-Year Comparison

	2023	2022	Change
Revenue	$42,713,279	$34,179,241	+0.2%
Expenses	$39,396,586	$40,410,131	0.0%
Net Income	$3,316,693	$-6,230,890	-1.5%

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

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

$3,203,328

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
REBECCA HANSON	EXECUTIVE DIRECTOR	40.0	Officer	$227,196	$83,751	$310,947
THOMAS ECHANIZ	CHIEF OF FINANCE & ADMIN	40.0	Officer	$200,623	$94,535	$295,158
EDGAR ROMERO	DIRECTOR OF HR AND ADMIN	40.0	Officer	$159,297	$91,019	$250,316
ROGER MESSIAH	DATABASE APP ADMIN	40.0	Highest	$137,443	$97,813	$235,256
DERRICK SYLVA	DIGITAL PROJECTS DIRECTOR	40.0	Officer	$123,295	$95,026	$218,321
JOCELYN CUTAY	CONTROLLER	40.0	Officer	$149,474	$66,246	$215,720
GREGORY MARON	DIR.,EMPLOYER & LABOR RELATION	40.0	Officer	$170,763	$37,125	$207,888
LAI SAN SETO	ASST DIR. QUALITY ASSURANCE	40.0	Officer	$131,498	$63,434	$194,932
KEITH MITCHELL	DIR. COMM, BRAND & MRKT	40.0	Officer	$130,134	$54,169	$184,303
TARIK SCOTT	DIRECTOR OF DEVELOPMENT	40.0	Officer	$137,066	$41,700	$178,766
ANGELYNN AVE	ASST. DIR. EDUCATION & ROC	40.0	Officer	$100,384	$75,846	$176,230
MARGARET NEWCOMB	DIR. ORG LEARNING	40.0	Officer	$126,430	$49,002	$175,432
DEANNA HATTER	ASST DIR. CAR ADVICE & ROC	40.0	Officer	$127,294	$43,369	$170,663
MABEL MEZA	ASST DIR. EDUCATION	40.0	Officer	$119,277	$50,486	$169,763
QUN WANG	SENIOR ACCOUNTANT	40.0	Highest	$109,901	$58,610	$168,511
PHOENIX LOCKETT	SR. DIR. OF PROGRAMS (former)	40.0	Officer	$131,946	$32,880	$164,826
EDGAR BALLESTEROS	REGIONAL COORDINATOR	40.0	Highest	$113,285	$48,496	$161,781
DANH LOAC	ACCOUNTANT	40.0	Highest	$109,484	$46,826	$156,310
GUADALUPE ALANIZ	PROGRAM COORDINATOR	40.0	Highest	$109,447	$46,046	$155,493
RYAN GOMEZ	ASST. DIR. OF EDU. (FORMER)	40.0	Officer	$57,482	$50,720	$108,202
ANGELA CHOY	CHIEF OPERATING OFFICER	40.0	Officer	$70,388	$26,475	$96,863
RACHEL LUPOLE	DIR. CAREER ADV & ROC (former)	40.0	Officer	$66,665	$18,333	$84,998
DANIEL SHAW	TRUSTEE	1.0	Director	$0	$0	$0
RA CRISCITIELLO	TRUSTEE	1.0	Director	$0	$0	$0
WYLIE ADAMS	TRUSTEE	1.0	Director	$0	$0	$0
DENNIS ANDERSON	TRUSTEE	1.0	Director	$0	$0	$0
RYN SCHNEIDER	TRUSTEE	1.0	Director	$0	$0	$0
SONYA ALLEN-SMITH	TRUSTEE	1.0	Director	$0	$0	$0
LOURDES MARIA R CASAO	TRUSTEE	1.0	Director	$0	$0	$0
MEG NIEMI	TRUSTEE	1.0	Director	$0	$0	$0
TAMARA STAFFORD	TRUSTEE	1.0	Director	$0	$0	$0
TERRIE RIDGEWAY-OLMOS	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	$42,713,279	$39,396,586	$30,784,154	$3,316,693
2022	$34,179,241	$40,410,131	$27,661,849	$-6,230,890
2021	$33,102,664	$30,882,693	$34,525,553	$2,219,971
2020	$29,775,764	$24,598,722	$31,120,399	$5,177,042
2019	$25,025,838	$23,834,913	$24,507,322	$1,190,925
2018	$23,158,018	$22,997,804	$22,302,949	$160,214

SEIU UNITED HEALTHCARE WORKERS WEST AND JOINT EMPLOYER EDUCATION FUND