Alliance of Health Care Unions (EIN 830817412) - 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

2018

Legal Domicile

Principal Officer

Greg Chavez

Phone

9095410238

Tax Period

2023-01-01 to 2023-12-31

Alliance of Health Care Unions, founded in 2018, is a community nonprofit in the Employment sector that reported $5.5M in total revenue in fiscal year 2023. Revenue grew 16% year-over-year, indicating healthy expansion.

Mission

THE ALLIANCE MISSION IS TO EMPOWER UNION MEMBERS, USING THEIR COLLECTIVE VOICE AND THEIR PARTNERSHIP TO SUSTAIN HIGH PERFORMANCE AT KAISER PERMANENTE, THEREBY IMPROVING LIVES BY SECURING LEADING WAGES, QUALITY WORK LIFE, AND QUALITY OF CARE.

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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 $5,522,642

Investment Income $0

Other Revenue $1,600

TOTAL REVENUE $5,524,242

Expense Breakdown

Grants Paid $0

Salaries & Benefits $3,854,529

Fundraising Expenses $0

Other Expenses $1,625,038

TOTAL EXPENSES $5,479,567

Year-over-Year Comparison

	2023	2022	Change
Revenue	$5,524,242	$4,777,020	+0.2%
Expenses	$5,479,567	$4,718,414	+0.2%
Net Income	$44,675	$58,606	-0.2%

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

$290,998

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
HAL RUDDICK	EXECUTIVE DIRECTOR	40.0	Key Emp	$211,567	$79,431	$290,998
JULIA KWIEK	DIRECTOR	40.0	Highest	$183,501	$81,345	$264,846
SANDRA FLORES	CHIEF OF STAFF	40.0	Highest	$174,120	$67,970	$242,090
SIMONE ZIMMER	DIRECTOR	40.0	Highest	$169,373	$66,795	$236,168
CASSANDRA BRAUN	PROGRAM DIRECTOR	40.0	Highest	$151,412	$72,663	$224,075
JESSICA BUTZ	PROGRAM DIRECTOR	40.0	Highest	$163,961	$56,391	$220,352
NATE BERNSTEIN	TREASURER	1.0	Officer Director	$0	$0	$0
GREG CHAVEZ	CHAIR	1.0	Officer Director	$0	$0	$0
DON HENLEY	RECORDING SECRETARY	1.0	Officer Director	$0	$0	$0
JONATHAN BAKER	EXECUTIVE BOARD MEMBER	1.0	Director	$0	$0	$0
TERILYN CARVALHO LUKE	EXECUTIVE BOARD MEMBER	1.0	Director	$0	$0	$0
MICHAEL ULLOA	EXECUTIVE BOARD MEMBER	1.0	Director	$0	$0	$0
CHARMAINE MORALES	VICE CHAIR	1.0	Officer Director	$0	$0	$0
SHIG CASH NOGUCHI	EXECUTIVE BOARD MEMBER	1.0	Director	$0	$0	$0
CADE WATANABE	EXECUTIVE BOARD MEMBER	1.0	Director	$0	$0	$0
ERIC GILL	EXECUTIVE BOARD MEMBER - PAST	1.0	Director	$0	$0	$0
KATHLEEN THEOBALD	EXECUTIVE BOARD MEMBER	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	$5,524,242	$5,479,567	$981,432	$44,675
2022	$4,777,020	$4,718,414	$928,348	$58,606
2021	$4,454,615	$4,447,093	$1,127,166	$7,522
2020	$4,090,642	$4,062,455	$571,988	$28,187
2019	$4,143,247	$4,143,247	$563,186	No data

Alliance of Health Care Unions