UDW AFSCME LOCAL 3930 IMPERIAL COUNTY BENEFITS TRUST (EIN 842544213) - Form 990 Financial Analysis & Trantor Score

🔒

Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Financial Trends

Organization Details

Formation Year

2019

Legal Domicile

Principal Officer

ASTRID ZUNIGA

Phone

6198143304

Tax Period

2023-01-01 to 2023-12-31

UDW AFSCME LOCAL 3930 IMPERIAL COUNTY BENEFITS TRUST, founded in 2019, is a community nonprofit in the Mutual Benefit sector that reported $3.7M in total revenue in fiscal year 2023. Revenue grew 12% year-over-year, indicating healthy expansion. Expenses of $3.3M left a modest 10% surplus.

Mission

UNITED DOMESTIC WORKERS OF AMERICA (UDW) IMPERIAL COUNTY HEALTH AND BENEFITS FUND WAS ESTABLISHED PURSUANT TO A COLLECTIVE BARGAINING AGREEMENT BETWEEN IMPERIAL COUNTY IN HOME SUPPORTIVE SERVICES PUBLIC AUTHORITY (EMPLOYER) AND UNITED DOMESTIC WORKERS OF AMERICA, AFSCME LOCAL 3930(PLAN SPONSOR), TO PROVIDE HEALTH BENEFITS TO THE PROVIDERS COVERED BY THE COLLECTIVE BARGAINING AGREEMENT.

🔒

Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

Sign in to view Trantor Score and financial metrics

Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $3,706,643

Investment Income $12,690

Other Revenue $0

TOTAL REVENUE $3,719,333

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $15,667

TOTAL EXPENSES $3,339,181

Year-over-Year Comparison

	2023	2022	Change
Revenue	$3,719,333	$3,326,858	+0.1%
Expenses	$3,339,181	$2,829,362	+0.2%
Net Income	$380,152	$497,496	-0.2%

Key Indicators

✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✗ Schedule B Required

🔒

Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

N/A

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

$597,212

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
DOUG MOORE	TRUSTEE	2.00	Director	$0	$55,743	$436,222
EDITHA ADAMS	TRUSTEE	2.00	Director	$0	$0	$124,534
MARIA ISABEL SERRANO	TRUSTEE	2.00	Director	$0	$0	$36,456

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	$3,719,333	$3,339,181	$2,126,557	$380,152
2022	$3,326,858	$2,829,362	$1,746,405	$497,496
2021	$2,776,376	$2,458,186	$1,249,246	$318,190
2020	$2,699,075	$2,342,775	$933,823	$356,300

UDW AFSCME LOCAL 3930 IMPERIAL COUNTY BENEFITS TRUST