SEIU WISCONSIN HEALTHCARE AND AND SERVICE WORKERS STRONGER TOGETHER (EIN 921475071) - 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

2023

Legal Domicile

Principal Officer

PAT RAES

Phone

8663528012

Tax Period

2023-01-01 to 2023-12-31

SEIU WISCONSIN HEALTHCARE AND AND SERVICE WORKERS STRONGER TOGETHER, founded in 2023, is a community nonprofit that reported $3.1M in total revenue in fiscal year 2023. Expenses of $2.7M left a modest 12% surplus.

Mission

TO INCREASE THE POWER AND CAPACITY OF SEIU MEMBERS IN WISCONSIN TO IMPROVE THEIR LIVES AND THOSE OF ALL WISCONSIN WORKERS THROUGH MEMBER STRENGTH, COLLECTIVE BARGAINING, POLITICAL ACTION, AND ORGANIZING NOT YET UNION SERVICE AND CARE WORKERS.

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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 $328,572

Investment Income $0

Other Revenue $2,791,364

TOTAL REVENUE $3,119,936

Expense Breakdown

Grants Paid $19,900

Salaries & Benefits $1,725,794

Fundraising Expenses $0

Program Expenses $2,733,742

Other Expenses $988,048

TOTAL EXPENSES $2,733,742

Year-over-Year Comparison

	2023	2022	Change
Revenue	$3,119,936	N/A	N/A
Expenses	$2,733,742	N/A	N/A
Net Income	$386,194	N/A	N/A

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

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

$318,865

Total Directors

$13,056

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JUSTIN BYERS	EXECTIVE BOARD	1.00	Director	$821	$0	$821
VICTORIA GUITERREZ	EXECTIVE BOARD	1.00	Director	$600	$0	$700
PETER THURLOW	EXECTIVE BOARD	1.00	Director	$468	$0	$568
ANN LOUISE TETREAULT	EXECTIVE BOARD	1.00	Director	$672	$0	$772
MICHAEL ELVORD	EXECTIVE BOARD	1.00	Director	$422	$0	$422
DAWN FERLAND	EXECTIVE BOARD	1.00	Director	$586	$0	$586
LEONA BOURNES	EXECTIVE BOARD	1.00	Director	$2,300	$0	$6,526
VICKI ELLENBERGER	EXECTIVE BOARD	1.00	Director	$368	$0	$368
MIKE SHECKLES	EXECTIVE BOARD	0.00	Director	$0	$0	$0
PATRICIA GENGOZIAN	EXECTIVE BOARD	1.00	Director	$287	$0	$287
BLAMCE DE LA CRUZ	EXECTIVE BOARD	0.00	Director	$0	$0	$0
ROCCO DEMARK	EXECTIVE BOARD	1.00	Director	$531	$0	$531
COLIN GILLIS	EXECTIVE BOARD	1.00	Director	$627	$0	$627
MARY JORGENSON	EXECTIVE BOARD	1.00	Director	$848	$0	$848
PAT RAES	PRESIDENT	1.00	Officer	$74,095	$0	$78,080
LOUIS DAVIS	EXECTIVE DIRECTOR	1.00	Officer	$113,194	$0	$113,194
CRYSTAL MARTZALL	SECRETARY-TREASURER	1.00	Officer	$88,815	$0	$88,815
RAMON ARGANDONA	VICE PRESIDENT, HC	1.00	Officer	$4,535	$0	$11,142
BRENDA FRARY	VICE PRESIDENT, HC	1.00	Officer	$4,963	$0	$19,781
LISA GORDON	VICE PRESIDENT, HC	1.00	Officer	$1,363	$0	$1,463
ANTHONY FARRAR	VICE PRESIDENT, PS	1.00	Officer	$1,520	$0	$1,520
WAYNE RASMUSSEN	VICE PRESIDENT, PS	1.00	Officer	$4,870	$0	$4,870

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
2023	$3,119,936	$2,733,742	$607,323	$386,194

SEIU WISCONSIN HEALTHCARE AND AND SERVICE WORKERS STRONGER TOGETHER