UDW AFSCME LOCAL 3930 SANTA BARBARA COUNTY BENEFITS (EIN 844622131) - 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

2019

Principal Officer

ASTRID ZUNIGA

Tax Period

2023-01-01 to 2023-12-31

UDW AFSCME LOCAL 3930 SANTA BARBARA COUNTY BENEFITS, founded in 2019, is a community nonprofit in the Mutual Benefit sector that reported $1.3M in total revenue in fiscal year 2023. Revenue grew 15% year-over-year, indicating healthy expansion. Expenses of $1.1M left a modest 14% surplus.

Mission

UNITED DOMESTIC WORKERS SANTA BARBARA HEALTH AND BENEFITS FUND WAS ESTABLISHED PURSUANT TO A COLLECTIVE BARGAINING AGREEMENT BETWEEN THE SANTA BARBARA COUNTY IN HOME SUPPORTIVE SERVICES PUBLIC AUTHORITY AND UNITED DOMESTIC WORKERS OF AMERICA, AFSCME LOCAL 3930 (PLAN SPONSOR) TO PROVIDE HEALTH INSURANCE BENEFITS FOR THE PROVIDERS COVERED UNDER THE COLLECTIVE BARGAINING UNIT AGREEMENT.

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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 $1,276,601

Investment Income $4,575

Other Revenue $0

TOTAL REVENUE $1,281,176

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $15,659

TOTAL EXPENSES $1,108,170

Year-over-Year Comparison

	2023	2022	Change
Revenue	$1,281,176	$1,117,671	+0.1%
Expenses	$1,108,170	$982,483	+0.1%
Net Income	$173,006	$135,188	+0.3%

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

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

$596,756

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
SARAH ILENSTINE	TRUSTEE	2.00	Director	$0	$0	$36,000
ASTRID ZUNIGA	TRUSTEE	N/A	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	$1,281,176	$1,108,170	$701,438	$173,006
2022	$1,117,671	$982,483	$528,432	$135,188
2021	$945,616	$849,054	$393,244	$96,562
2020	$931,641	$634,959	$296,682	$296,682

UDW AFSCME LOCAL 3930 SANTA BARBARA COUNTY BENEFITS