SOUTH BAY HOTEL EMPLOYEES RESTAURANT EMPLOYEES LEGAL FUND (EIN 946535777) - 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

ENRIQUE FERNANDEZ

Phone

2064417574

Tax Period

2023-01-01 to 2023-12-31

SOUTH BAY HOTEL EMPLOYEES RESTAURANT EMPLOYEES LEGAL FUND, founded in 1958, is a micro nonprofit in the Mutual Benefit sector that reported $70K in total revenue in fiscal year 2023. Revenue grew 10% year-over-year, indicating healthy expansion. Expenses of $95K exceeded revenue, resulting in a 37% operating deficit.

Mission

PROVIDE LEGAL SERVICES TO THE MEMBERS OF THE PARTICIPATING UNION LOCALS' COLLECTIVE BARGAINING UNITS WITHIN THE HOTEL, RESTAURANT AND RELATED INDUSTRIES.

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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 $35,996

Investment Income $33,519

Other Revenue $0

TOTAL REVENUE $69,515

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $40,001

TOTAL EXPENSES $95,001

Year-over-Year Comparison

	2023	2022	Change
Revenue	$69,515	$62,971	+0.1%
Expenses	$95,001	$74,044	+0.3%
Net Income	$-25,486	$-11,073	+1.3%

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	Hours/Week	Role	Reportable Comp	Other Comp	Total
JIMMY SARFRAZ	TRUSTEE	0.1	Director	$0	$0	$0
John southwell	TRUSTEE-SECRETARY	0.1	Officer Director	$0	$0	$0
enrique fernandez	TRUSTEE-CHAIRMAN	0.1	Officer Director	$0	$0	$0
rosa rodrIguez	TRUSTEE	0.1	Director	$0	$0	$0
sarah julian	TRUSTEE	0.1	Director	$0	$0	$0
Raquel Alvarez	TRUSTEE	0.1	Director	$0	$0	$0
JIM BEARD	TRUSTEE	0.1	Director	$0	$0	$0
SARAH MCDERMOTT	ALTERNATE	0.1	Director	$0	$0	$0
TANYA FLEMING	TRUSTEE	0.1	Director	$0	$0	$0
SEE SCH O FOR COMPENSATION	PAID BY RELATED ORGANIZATIONS	0.0	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
2024	No data	No data	No data	No data
2023	$69,515	$95,001	$1,277,779	$-25,486
2022	$62,971	$74,044	$1,251,004	$-11,073
2021	$82,371	$55,306	$1,382,838	$27,065
2020	$78,476	$72,600	$1,375,646	$5,876
2019	$112,196	$131,347	$1,382,963	$-19,151
2018	$44,509	$67,044	$1,290,574	$-22,535

SOUTH BAY HOTEL EMPLOYEES RESTAURANT EMPLOYEES LEGAL FUND