SEIU NURSE ALLIANCE SO CA LO 121RN (EIN 820546330) - 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

2002

Legal Domicile

Principal Officer

ROSANNA MENDEZ

Phone

6266396200

Tax Period

2023-01-01 to 2023-12-31

SEIU NURSE ALLIANCE SO CA LO 121RN, founded in 2002, is a mid-sized nonprofit that reported $12.7M in total revenue in fiscal year 2023. Expenses of $12.3M left a modest 4% surplus.

Mission

THE LOCAL UNION ISSUED 5 $1,000 and 2 $2,000 SCHOLARSHIPS TO MEMBERS IN GOOD STANDING FOR ENROLLING IN AN ACCREDITED SCHOOL IN A NURSING OR A HEALTH CARE RELATED FIELD. RECIPIENTS HAVE TO SUBMIT PROOF OF REGISTRATION AND PAYMENT OF FEES PRIOR TO RECEIVING THE SCHOLARSHIPS.

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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 $200,000

Program Service Revenue $12,400,907

Investment Income $103,219

Other Revenue $32,260

TOTAL REVENUE $12,736,386

Expense Breakdown

Grants Paid $9,000

Salaries & Benefits $7,878,953

Fundraising Expenses $0

Other Expenses $4,386,140

TOTAL EXPENSES $12,274,093

Year-over-Year Comparison

	2023	2022	Change
Revenue	$12,736,386	$12,234,948	+0.0%
Expenses	$12,274,093	$11,212,213	+0.1%
Net Income	$462,293	$1,022,735	-0.5%

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

Employees

193

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

$412,652

Total Directors

$528,257

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
ROSANNA MENDEZ	EXECUTIVE DIRECTOR	40.0	Officer	$247,215	$62,484	$309,699
ANGEL N HARB	CHIEF OF STAFF	40.0	Highest	$184,947	$52,300	$237,247
CINDY L PARKS	FINANCE DIRECTOR	40.0	Highest	$164,773	$52,612	$217,385
CAROLYNNE K RODERICK	REPRESENTATIVE	40.0	Highest	$182,788	$20,582	$203,370
SHERWYN C LOPEZ	IT/MEMBERSHIP MANAGER	40.0	Highest	$148,803	$45,668	$194,471
KATELYN N ZAMORA	FIELD DIRECTOR	40.0	Highest	$138,942	$44,361	$183,303
MONIQUE N HERNANDEZ	VICE PRESIDENT	22.59	Officer Director	$75,748	$0	$75,748
KERRY CAVAZOS	EXECUTIVE BOARD	12.26	Director	$35,626	$0	$35,626
JENNIFER NELSON	EXECUTIVE BOARD	8.16	Director	$29,736	$0	$29,736
SUSAN MCMASTER	EXECUTIVE BOARD	7.33	Director	$28,589	$0	$28,589
TARA ADAMS-CLARKE	EXECUTIVE BOARD-PAST	8.11	Director	$27,684	$0	$27,684
ELIZABETH LOSEVA	EXECUTIVE BOARD	6.98	Director	$24,924	$0	$24,924
CHRISTIE LEE	EXECUTIVE BOARD	9.95	Director	$24,756	$0	$24,756
TERRY ROBNETT	EXECUTIVE BOARD	4.07	Director	$22,808	$0	$22,808
MARIA E DIAZ	EXECUTIVE BOARD	5.45	Director	$21,171	$0	$21,171
YVETTE HARRIS	EXECUTIVE BOARD	4.98	Director	$20,645	$0	$20,645
CONNIE HERNANDEZ	EXECUTIVE BOARD	3.71	Director	$20,161	$0	$20,161
YOLANDA TOMINAC	EXECUTIVE BOARD	5.39	Director	$19,074	$0	$19,074
CHRISTINA SMITH	EXECUTIVE BOARD	4.31	Director	$15,341	$0	$15,341
JOYCE A POWELL	SECRETARY-TREASURER	3.32	Officer Director	$13,700	$0	$13,700
JACINTA M LINCKE	EXECUTIVE BOARD	3.48	Director	$13,399	$0	$13,399
LEOVARDO PEREZ-FERRER	PRESIDENT	2.72	Officer Director	$11,456	$0	$11,456
GLORIA M MATEOS	EXECUTIVE BOARD	2.68	Director	$9,897	$0	$9,897
MERTHINE THOMAS	EXECUTIVE BOARD	1.92	Director	$6,404	$0	$6,404
TRACY PRYOR	EXECUTIVE BOARD	1.24	Director	$6,255	$0	$6,255
ANJELICA JACKSON	EXECUTIVE BOARD-PAST	1.7	Director	$6,068	$0	$6,068
JULIA ARCEO	EXECUTIVE BOARD	1.26	Director	$5,870	$0	$5,870
GRACIELA JAIME	EXECUTIVE BOARD	0.83	Director	$5,100	$0	$5,100
KAMILLAH TATE	EXECUTIVE BOARD	1.19	Director	$5,064	$0	$5,064
GABRIEL C GUILLEN	EXECUTIVE BOARD	0.98	Director	$4,953	$0	$4,953
JENNIFER SOLOVAY	EXECUTIVE BOARD	1.07	Director	$4,887	$0	$4,887
BRIDGET OPORTA	EXECUTIVE BOARD	0.89	Director	$4,249	$0	$4,249
CARMELA GONZAGA	EXECUTIVE BOARD	0.76	Director	$4,000	$0	$4,000
CINDY K SNYDER	EXECUTIVE BOARD	0.74	Director	$4,000	$0	$4,000
DIANNA TAN	EXECUTIVE BOARD	0.77	Director	$4,000	$0	$4,000
FLORINA MEDINA	EXECUTIVE BOARD	0.78	Director	$4,000	$0	$4,000
HONG T PHAM	EXECUTIVE BOARD	0.77	Director	$4,000	$0	$4,000
JOY GREENE	EXECUTIVE BOARD	0.62	Director	$4,000	$0	$4,000
RICO MAGSINO	EXECUTIVE BOARD	0.75	Director	$4,000	$0	$4,000
TERI MOGAVERO	EXECUTIVE BOARD	0.73	Director	$4,000	$0	$4,000
WINNIE L RONQUILLO	EXECUTIVE BOARD	0.76	Director	$4,000	$0	$4,000
AMINA MOHAMMED	EXECUTIVE BOARD	0.69	Director	$3,600	$0	$3,600
JOANN CALIZO	EXECUTIVE BOARD	1.0	Director	$2,988	$0	$2,988
KATHLEEN WALKER	EXECUTIVE BOARD	0.51	Director	$2,800	$0	$2,800
VANESSA J LIPANA	EXECUTIVE BOARD-PAST	0.47	Director	$2,800	$0	$2,800
HOMER MARMOL	EXECUTIVE BOARD	0.52	Director	$2,400	$0	$2,400
SILVIA L ARREOLA	EXECUTIVE BOARD	0.42	Director	$2,000	$0	$2,000
CINDY TRIOLA	EXECUTIVE BOARD-PAST	0.55	Director	$1,918	$0	$1,918
JAIME DELOERA	EXECUTIVE BOARD	0.36	Director	$1,600	$0	$1,600
STEPHANIE CADRA	EXECUTIVE BOARD	0.21	Director	$1,600	$0	$1,600
DANIELLE Y HAN	EXECUTIVE BOARD	0.29	Director	$1,337	$0	$1,337
NINA WELLS	PRESIDENT-PAST	0.31	Officer Director	$1,276	$0	$1,276
ANGELA LUX	EXECUTIVE BOARD-PAST	0.22	Director	$1,200	$0	$1,200
GOLAN STUCHINSKY	EXECUTIVE BOARD-PAST	0.21	Director	$1,200	$0	$1,200
LESLIE PFEIFFER	EXECUTIVE BOARD-PAST	0.3	Director	$1,200	$0	$1,200
SYDNIE R BOYLAN	VICE PRESIDENT-PAST	0.23	Officer Director	$773	$0	$773
CAROLINE JACKS	SECRETARY-TREASURER-PAST	0.0	Officer Director	$0	$0	$0
ERIN MCINTOSH	EXECUTIVE BOARD-PAST	0.0	Director	$0	$0	$0
JAMES OWEN	EXECUTIVE BOARD-PAST	0.0	Director	$0	$0	$0
KATHLEEN GREGG	EXECUTIVE BOARD-PAST	0.0	Director	$0	$0	$0
KIM BINGAMAN	EXECUTIVE BOARD-PAST	0.0	Director	$0	$0	$0
MARION MARTINEZ	EXECUTIVE BOARD-PAST	0.0	Director	$0	$0	$0
PAUL MCKEOUGH	EXECUTIVE BOARD-PAST	0.0	Director	$0	$0	$0
RHONNA MERCADO	EXECUTIVE BOARD	0.0	Director	$0	$0	$0
SUSAN MANNERINO	EXECUTIVE BOARD-PAST	0.0	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	$12,736,386	$12,274,093	$9,572,420	$462,293
2022	$12,234,948	$11,212,213	$9,119,062	$1,022,735
2021	$11,675,716	$10,366,083	$8,094,526	$1,309,633
2020	$11,043,999	$10,176,494	$7,091,587	$867,505
2019	$11,061,211	$10,735,073	$6,480,017	$326,138
2018	$11,054,768	$10,702,080	$6,360,605	$352,688

SEIU NURSE ALLIANCE SO CA LO 121RN