AFSCME SPU LIMITED HEALTH & WELFARE TRUST (EIN 924010461) - 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

2022

Legal Domicile

Principal Officer

LEE SAUNDERS

Phone

2024251000

Tax Period

2023-01-01 to 2023-12-31

AFSCME SPU LIMITED HEALTH & WELFARE TRUST, founded in 2022, is a small nonprofit in the Mutual Benefit sector that reported $276K in total revenue in fiscal year 2023. Revenue fell 94% from the prior year — a significant decline worth monitoring. Expenses of $4.6M exceeded revenue, resulting in a 1561% operating deficit.

Mission

FUNDING ARRANGEMENT FOR HEALTH AND WELFARE BENEFITS COVERING MEMBERS OF SERVIDORS PUBLICOS UNIDOS, AFSCME COUNCIL 95 UNDER A COLLECTIVE BARGAINING 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 $276,000

Investment Income $0

Other Revenue $0

TOTAL REVENUE $276,000

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $84,252

TOTAL EXPENSES $4,584,252

Year-over-Year Comparison

	2023	2022	Change
Revenue	$276,000	$5,000,000	-0.9%
Expenses	$4,584,252	$15	+305615.8%
Net Income	$-4,308,252	$4,999,985	-1.9%

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

N/A

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

Key Employees

Highest Compensated

reported

Name	Title	Role	Reportable Comp	Other Comp	Total
LEE SAUNDERS	COMMITTEE MEMBER	Director	$0	$0	$0
ELISSA MCBRIDE	COMMITTEE MEMBER	Director	$0	$0	$0
JESSICA MARTINEZ SANTOS	COMMITTEE MEMBER	Director	$0	$0	$0
SOMALIAR HERNANDEZ NIEVE	COMMITTEE MEMBER	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	$276,000	$4,584,252	$691,733	$-4,308,252
2022	No data	No data	No data	No data

AFSCME SPU LIMITED HEALTH & WELFARE TRUST