UDW AFSCME LOCAL 3930 SUTTER COUNTY BENEFITS TRUST (EIN 851265476) - 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

Legal Domicile

Principal Officer

ASTRID ZUNIGA

Phone

6198143304

Tax Period

2023-01-01 to 2023-12-31

UDW AFSCME LOCAL 3930 SUTTER COUNTY BENEFITS TRUST, founded in 2019, is a small nonprofit in the Mutual Benefit sector that reported $338K in total revenue in fiscal year 2023. Expenses of $298K left a modest 12% surplus.

Mission

UNITED DOMESTIC WORKERS SUTTER HEALTH AND BENEFITS FUND WAS ESTABLISHED PURSUANT TO A COLLECTIVE BARGAINING AGREEMENT BETWEEN THE SUTTER 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 $335,922

Investment Income $1,723

Other Revenue $0

TOTAL REVENUE $337,645

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $15,763

TOTAL EXPENSES $298,007

Year-over-Year Comparison

	2023	2022	Change
Revenue	$337,645	$327,087	+0.0%
Expenses	$298,007	$282,385	+0.1%
Net Income	$39,638	$44,702	-0.1%

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
MARTHA RUIZ	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	$337,645	$298,007	$237,169	$39,638
2022	$327,087	$282,385	$197,531	$44,702
2021	$313,784	$256,187	$152,829	$57,597
2020	$212,951	$117,719	$95,232	$95,232

UDW AFSCME LOCAL 3930 SUTTER COUNTY BENEFITS TRUST