SERVICE EMPLOYEES INTERNATIONAL WELFARE TRUST (EIN 936025789) - 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

1958

Legal Domicile

Principal Officer

PAUL EMPERADOR

Phone

5032825581

Tax Period

2024-06-01 to 2025-05-31

SERVICE EMPLOYEES INTERNATIONAL WELFARE TRUST, founded in 1958, is a mid-sized nonprofit that reported $23.0M in total revenue in fiscal year 2024. Revenue grew 15% year-over-year, indicating healthy expansion. Expenses of $20.7M left a modest 10% surplus.

Mission

TO PROVIDE HEALTH BENEFITS TO PARTICIPANTS AND THEIR ELIGIBLE DEPENDENTS.

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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 (2024)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $22,707,944

Investment Income $283,013

Other Revenue $0

TOTAL REVENUE $22,990,957

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $342,510

TOTAL EXPENSES $20,700,914

Year-over-Year Comparison

	2024	2023	Change
Revenue	$22,990,957	$19,971,994	+0.2%
Expenses	$20,700,914	$18,825,765	+0.1%
Net Income	$2,290,043	$1,146,229	+1.0%

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

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	Hours/Week	Role	Reportable Comp	Other Comp	Total
PAUL J EMPERADOR	TRUSTEE	1.0	Director	$0	$0	$0
DEEANN JURGENS	TRUSTEE	1.0	Director	$0	$0	$0
MAGGIE LONG	TRUSTEE	1.0	Director	$0	$0	$0
MICHAEL MENDONCA	TRUSTEE	1.0	Director	$0	$0	$0
RENATO QUINTERO	TRUSTEE	1.0	Director	$0	$0	$0
ANNA ROBERTS	TRUSTEE	1.0	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
2025	$22,990,957	$20,700,914	$14,521,914	$2,290,043
2024	$19,971,994	$18,825,765	$11,668,152	$1,146,229
2023	$18,760,908	$17,635,844	$10,368,536	$1,125,064
2022	$17,967,158	$16,474,802	$9,226,265	$1,492,356
2021	$16,421,450	$15,227,177	$7,772,629	$1,194,273
2020	$16,699,997	$14,863,063	$6,517,338	$1,836,934
2019	$15,195,917	$14,104,838	$4,623,573	$1,091,079
2018	$13,364,195	$13,047,700	$3,468,488	$316,495

SERVICE EMPLOYEES INTERNATIONAL WELFARE TRUST