SERVICE EMPLOYEES INTERNATIONAL UNION LOCAL 925 (EIN 912126024) - 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

2001

Legal Domicile

Principal Officer

PATRICIA SCHROEDER

Phone

2063223010

Tax Period

2023-01-01 to 2023-12-31

SERVICE EMPLOYEES INTERNATIONAL UNION LOCAL 925, founded in 2001, is a mid-sized nonprofit that reported $10.5M in total revenue in fiscal year 2023. Revenue grew 11% year-over-year, indicating healthy expansion. Expenses of $9.1M left a modest 13% surplus.

Mission

UNION REPRESENTATION

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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 $132,017

Program Service Revenue $10,281,731

Investment Income $39,217

Other Revenue $15,101

TOTAL REVENUE $10,468,066

Expense Breakdown

Grants Paid $50,120

Salaries & Benefits $5,749,852

Fundraising Expenses $0

Other Expenses $3,259,640

TOTAL EXPENSES $9,064,228

Year-over-Year Comparison

	2023	2022	Change
Revenue	$10,468,066	$9,431,639	+0.1%
Expenses	$9,064,228	$8,058,555	+0.1%
Net Income	$1,403,838	$1,373,084	+0.0%

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

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

$543,586

Total Directors

$543,586

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
MARILYN BOTCHEOS	SECRETARY/TREASURER	40.00	Officer Director	$133,390	$37,860	$171,250
PATRICIA SCHROEDER	PRESIDENT	40.00	Officer Director	$131,119	$55,699	$186,818
CINDY ELIZALDE	EXECUTIVE VICE PRESIDENT	40.00	Officer Director	$131,119	$54,399	$185,518
ERIN HAICK	POL DIRECTOR	40.00	Highest	$121,068	$35,726	$156,794
SARAH BRIGHT	GROWTH ORGANIZING DIRECTOR	40.00	Highest	$120,568	$37,515	$158,083
BINAH PALMER	COMMUNICATIONS DIR	40.00	Highest	$120,568	$35,726	$156,294
EDWARD WASHINGTON	FIELD DIRECTOR	40.00	Highest	$120,406	$53,261	$173,667
KRISTEN SHARP	FIELD DIRECTOR	40.00	Highest	$120,405	$54,593	$174,998
CAROL HARRIS	VICE PRESIDENT	1.00	Officer Director	$0	$0	$0
SABAH SAED	VICE PRESIDENT	1.00	Officer Director	$0	$0	$0
CRYSTAL TIFT	VICE PRESIDENT	1.00	Officer Director	$0	$0	$0
MICHELLE ANDERSON	EXECUTIVE BOARD	1.00	Director	$0	$0	$0
LILIYA AUKHIMOVICH	EXECUTIVE BOARD	1.00	Director	$0	$0	$0
TARA BARTLETT	EXECUTIVE BOARD	1.00	Director	$0	$0	$0
MUNA DAHIR	EXECUTIVE BOARD	1.00	Director	$0	$0	$0
MARKY ERKHARDT	EXECUTIVE BOARD	1.00	Director	$0	$0	$0
SHAREATHA ESCOBAR	EXECUTIVE BOARD	1.00	Director	$0	$0	$0
NOELLE ESCHETE	EXECUTIVE BOARD	1.00	Director	$0	$0	$0
KEITH FEDERER	EXECUTIVE BOARD	1.00	Director	$0	$0	$0
BRIAN HOLMES	EXECUTIVE BOARD	1.00	Director	$0	$0	$0
BRENDAN IMPSON	EXECUTIVE BOARD	1.00	Director	$0	$0	$0
JENNIFER MALAPAJO	EXECUTIVE BOARD	1.00	Director	$0	$0	$0
NANCY MANOS	EXECUTIVE BOARD	1.00	Director	$0	$0	$0
MARIA MARIN	EXECUTIVE BOARD	1.00	Director	$0	$0	$0
ANGELA MCKAY	EXECUTIVE BOARD	1.00	Director	$0	$0	$0
ABBY MCMAHON	EXECUTIVE BOARD	1.00	Director	$0	$0	$0
CARRIE NIELSON	EXECUTIVE BOARD	1.00	Director	$0	$0	$0
DARNELL PARKER	EXECUTIVE BOARD	1.00	Director	$0	$0	$0
AIDA RODRIGUEZ	EXECUTIVE BOARD	1.00	Director	$0	$0	$0
HEATHER RUITER	EXECUTIVE BOARD	1.00	Director	$0	$0	$0
SAM SHUPE	EXECUTIVE BOARD	1.00	Director	$0	$0	$0
ASA WILDER	EXECUTIVE BOARD	1.00	Director	$0	$0	$0
NANCY SOOHOO	EXECUTIVE BOARD	1.00	Director	$0	$0	$0
CORY TAYLOR	EXECUTIVE BOARD	1.00	Director	$0	$0	$0
MARIA VILLA	EXECUTIVE BOARD	1.00	Director	$0	$0	$0
JACKIE WHEELER	EXECUTIVE BOARD	1.00	Director	$0	$0	$0
MICHELLE TRUONG	EXECUTIVE BOARD	1.00	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	$10,468,066	$9,064,228	$15,733,981	$1,403,838
2022	$9,431,639	$8,058,555	$14,332,247	$1,373,084
2021	$9,224,067	$7,959,268	$12,968,885	$1,264,799
2020	$9,517,280	$8,132,836	$12,760,576	$1,384,444
2019	$9,263,037	$8,012,745	$11,392,459	$1,250,292
2018	$9,701,941	$8,396,866	$10,142,923	$1,305,075

SERVICE EMPLOYEES INTERNATIONAL UNION LOCAL 925