SERVICE EMPLOYEES INTERNATIONAL UNION LOCAL 620

EIN: 952313766

SANTA MARIA, CA

Total Revenue
$2,026,244
Total Expenses
$2,039,537
Total Assets
$2,342,293
Net Assets
$2,342,293
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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
1988
Legal Domicile
CA
Principal Officer
LAURA ROBINSON
Phone
8059630601
Tax Period
2024-01-01 to 2024-12-31

SERVICE EMPLOYEES INTERNATIONAL UNION LOCAL 620, founded in 1988, is a community nonprofit that reported $2.0M in total revenue in fiscal year 2024.

Mission

TO SECURE IMPROVED WORKING CONDITIONS THROUGH ORGANIZING, NEGOTIATIONS, AND COLLECTIVE BARGAINING AND TO PROMOTE SOCIAL AWARENESS OF ITS MEMBERSHIP

Program Service Accomplishments

Program 1
Expenses: $1,498,571 Revenue: $1,986,809

MEMBER SUPPORT AND REPRESENTATIONTHE ORGANIZATION PROVIDES SUPPORT AND REPRESENTATION TO ITS MEMBERS THAT COVER VARIOUS LABOR RELATED ISSUES SUCH AS CONTRACT DISPUTES, WORKERS' RIGHTS, DISCIPLINARY...

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MEMBER SUPPORT AND REPRESENTATIONTHE ORGANIZATION PROVIDES SUPPORT AND REPRESENTATION TO ITS MEMBERS THAT COVER VARIOUS LABOR RELATED ISSUES SUCH AS CONTRACT DISPUTES, WORKERS' RIGHTS, DISCIPLINARY ACTION, AND OTHER ISSUES THAT MIGHT AFFECT MEMBERS.

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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%)

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Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $0
Program Service Revenue $1,965,304
Investment Income $39,435
Other Revenue $21,505
TOTAL REVENUE $2,026,244

Expense Breakdown

Grants Paid $0
Salaries & Benefits $1,140,240
Fundraising Expenses $0
Program Expenses $1,498,571
Other Expenses $899,297
TOTAL EXPENSES $2,039,537

Year-over-Year Comparison

2024 2023 Change
Revenue $2,026,244 $1,894,461 +0.1%
Expenses $2,039,537 $1,879,156 +0.1%
Net Income $-13,293 $15,305 -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

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Governance

Voting Members
14
Independent Members
14
Employees
8
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
5
$190,851
Total Directors
14
$0
Key Employees
0
$0
Highest Compensated
2
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
BRADLEY KLEIN PRESIDENT 1.00
Officer Director
$0 $0 $0
ANDREA SOLIS VICE PRESIDENT 1.00
Officer Director
$0 $0 $0
MURIEL DIAZ TREASURER 1.00
Officer Director
$0 $0 $0
LUPE ENRIQUEZ SECRETARY 1.00
Officer Director
$0 $0 $0
RYAN CULLOM DIRECTOR 1.00
Director
$0 $0 $0
CHRISTOPHER DONATI DIRECTOR 1.00
Director
$0 $0 $0
KATHERINE DONNER DIRECTOR 1.00
Director
$0 $0 $0
MURIEL JONES DIRECTOR 1.00
Director
$0 $0 $0
SYLVIA LAZOS DIRECTOR 1.00
Director
$0 $0 $0
RUTH NAREZ DIRECTOR 1.00
Director
$0 $0 $0
ZAC SMITH DIRECTOR 1.00
Director
$0 $0 $0
BILLY MANN DIRECTOR 1.00
Director
$0 $0 $0
NATALIA HEREDIA DIRECTOR 1.00
Director
$0 $0 $0
DANIEL BERGER DIRECTOR 1.00
Director
$0 $0 $0
LAURA ROBINSON EXECUTIVE DIRECTOR 40.00
Officer
$143,257 $47,594 $190,851
NICOLE BRYANT FIELD REPRESENTATIVE 40.00
Highest
$104,720 $34,244 $138,964
SUSAN THOMAS FIELD REPRESENTATIVE 40.00
Highest
$103,652 $37,918 $141,570
DARRYL SCHECK EXECUTIVE DIRECTOR - PAST 40.00
$132,691 $29,444 $162,135
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 $2,026,244 $2,039,537 $2,342,293 $-13,293
2023 $1,894,461 $1,879,156 $2,355,587 $15,305
2022 $1,835,682 $1,792,674 $2,058,015 $43,008
2021 $1,776,579 $1,736,279 $2,017,943 $40,300
2020 $1,827,489 $1,824,706 $1,966,201 $2,783
2019 $1,852,206 $1,798,570 $1,976,876 $53,636
2018 $2,227,000 $1,962,943 $1,917,119 $264,057
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