ACEA LOCAL 3090 AFSCME EMPLOYEES BENEFITS TR (EIN 957068669) - 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

2016

Legal Domicile

Principal Officer

RICKK MONTOYA

Phone

2132521341

Tax Period

2024-01-01 to 2024-12-31

ACEA LOCAL 3090 AFSCME EMPLOYEES BENEFITS TR, founded in 2016, is a small nonprofit in the Mutual Benefit sector that reported $802K in total revenue in fiscal year 2024. Revenue grew 10% year-over-year, indicating healthy expansion. The organization ran a surplus of $293K, a strong 37% operating margin.

Mission

THE ALL CITY EMPLOYEES ASSOCIATION (ACEA) AFSCME LOCAL 3090 BENEFITS TRUST WAS ESTABLISHED PURSUANT TO A COLLECTIVE BARGAINING AGREEMENT BETWEEN THE CITY OF LOS ANGELES (EMPLOYER) AND THE ALL CITY EMPLOYEES ASSOCIATION (ACEA) AFSCME LOCAL 3090 (PLAN SPONSOR), TO PROVIDE HEALTH BENEFITS TO THE EMPLOYEES COVERED BY THE 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 (2024)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $781,600

Investment Income $19,924

Other Revenue $0

TOTAL REVENUE $801,524

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $3,534

TOTAL EXPENSES $508,900

Year-over-Year Comparison

	2024	2023	Change
Revenue	$801,524	$727,762	+0.1%
Expenses	$508,900	$646,061	-0.2%
Net Income	$292,624	$81,701	+2.6%

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
LARRY GATES	PRESIDENT	1.0	Officer	$0	$0	$0
ADDA MURRILLO	VICE PRESIDENT	1.0	Officer	$0	$0	$0
CHERYL EVANS	RECORDING SECRETARY	1.0	Officer	$0	$0	$0
RICKK MONTOYA	SECRETARY-TREASURER	4.0	Officer	$0	$0	$0
SHAVAN BROWN	DENTRAL REGIONAL COORDINATOR	1.0	Officer	$0	$0	$0
JERALD WHITE	CENTRAL REGIONAL COORDINATOR	1.0	Officer	$0	$0	$0
GABRIELLE EARL	HARBOR REGIONAL COORDINATOR	1.0	Officer	$0	$0	$0
STEPHANIE SMITH	VALLEY REGIONAL COORDINATOR	1.0	Officer	$0	$0	$0
MARIAELENA HOYOS	WESTERN REGIONAL COORDINATOR	1.0	Officer	$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	$801,524	$508,900	$1,294,332	$292,624
2023	$727,762	$646,061	$990,210	$81,701
2022	$411,912	$349,131	$908,509	$62,781
2021	$647,245	$522,030	$845,728	$125,215
2020	$368,246	$423,384	$720,513	$-55,138
2019	$676,914	$775,891	$775,977	$-98,977
2018	$687,090	$744,386	$874,954	$-57,296

ACEA LOCAL 3090 AFSCME EMPLOYEES BENEFITS TR