SERVICE EMPLOYEES INTERNATIONAL 99 OPEU LOCAL HOMECARE WORKERS (EIN 900037690) - 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

1946

Legal Domicile

Principal Officer

REBECCA SANDOVAL

Phone

5035811505

Tax Period

2019-10-01 to 2020-09-30

SERVICE EMPLOYEES INTERNATIONAL 99 OPEU LOCAL HOMECARE WORKERS, founded in 1946, is a small nonprofit that reported $253K in total revenue in fiscal year 2019. Expenses of $352K exceeded revenue, resulting in a 39% operating deficit.

Mission

TO REPRESENT AND NEGOTIATE FOR HOMECARE WORKERS IN THE STATE OF OREGON.

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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 (2019)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $252,871

Investment Income $0

Other Revenue $188

TOTAL REVENUE $253,059

Expense Breakdown

Grants Paid $70,908

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $281,361

TOTAL EXPENSES $352,269

Year-over-Year Comparison

	2019	2018	Change
Revenue	$253,059	$246,882	+0.0%
Expenses	$352,269	$234,284	+0.5%
Net Income	$-99,210	$12,598	-8.9%

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

$48,039

Total Directors

$48,039

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
REBECCA SANDOVAL	PRESIDENT	1.00	Officer Director	$0	$0	$48,039
TERRY HAYDON	CHIEF STEWAR	1.00	Officer Director	$0	$0	$0
AVERY HORTON	SECRETARY/TR	1.00	Officer Director	$0	$0	$0
JOY'E WILLMAN	VICE PRESIDE	1.00	Officer 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
2020	$253,059	$352,269	$250,867	$-99,210
2019	$246,882	$234,284	$350,077	$12,598
2018	No data	$162,482	$337,479	No data

SERVICE EMPLOYEES INTERNATIONAL 99 OPEU LOCAL HOMECARE WORKERS