Civic Intelligence

Afscme Spu Limited Health & Welfare Trust

EIN 92-4010461 • 501(c)9 • Washington, DC

Profile

Funding arrangement for health and welfare benefits covering members of servidors publicos unidos, afscme council 95 under a collective bargaining agreement.

1625 L Street NWWashington, DC 20036

n/A

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

53rd percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

501(c)9 • $500k-$1M nonprofits • Source year 2024

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on the latest valid filing.

Source year 2024

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on the latest valid filing.

Source year 2024

Top Officer Pay

56th percentile

$0

Higher top officer pay than 56% of similar nonprofits.

501(c)9 • $500k-$1M nonprofits • Source year 2024

Asset Growth

41st percentile

-5.2%

Faster asset growth than 41% of similar nonprofits.

501(c)9 • $500k-$1M nonprofits • Annualized from 2023 to 2024

Revenue Growth

1st percentile

-100%

Faster revenue growth than 1% of similar nonprofits.

501(c)9 • $500k-$1M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets53rd percentile

Assets

Down

$655,723

Down $36,010 (-5.2%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Down

$655,723

Down $36,010 (-5.2%) from 2023

Operations
Liabilities / RevenueScore unavailableNet MarginScore unavailable

Revenue

Down

$0

Down $276,000 (-100%) from 2023

Expenses

Down

$36,010

Down $4,548,242 (-99%) from 2023

Net Income

Up

-$36,010

Up $4,272,242 (+99%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth41st percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$6.0M$4.0M$2.0M$0Assets 2022: $4,999,985Liabilities 2022: $0Net Assets 2022: $4,999,9852022Assets 2023: $691,733Liabilities 2023: $0Net Assets 2023: $691,7332023Assets 2024: $655,723Liabilities 2024: $0Net Assets 2024: $655,7232024

Highlighted filing

2024

Assets$655,723
Liabilities$0
Net Assets$655,723
Open 2024 Filing

Operations Trend

Revenue Growth1st percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$5.0M$0-$5.0MRevenue 2022: $5,000,000Expenses 2022: $15Net Income 2022: $4,999,9852022Revenue 2023: $276,000Expenses 2023: $4,584,252Net Income 2023: -$4,308,2522023Revenue 2024: $0Expenses 2024: $36,010Net Income 2024: -$36,0102024

Highlighted filing

2024

Revenue$0
Expenses$36,010
Net Income-$36,010
Open 2024 Filing

Filings

Most recent year

2024 • Form 990Facts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
$655,723
Liabilities
$0
Net assets
$655,723
Revenue
$0
Expenses
$36,010
Net income
-$36,010
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.66$0.00$0.66$0.00$0.04$0.04
2023Detailed filing. Detailed filing data is available for this year.$0.69$0.00$0.69$0.28$4.58$4.31
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$5.00$0.00$5.00$5.00$0.00$5.00
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Nov 17, 2025
Return Version
2024v5.2
Gross Receipts
$0
Mission and Program Overview

Mission

Funding arrangement for health and welfare benefits covering members of servidors publicos unidos, afscme council 95 under a collective bargaining agreement.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$691,733$655,723▼ $36,010
Rtn Earn Endowment Incm Other Fnds$691,733$655,723▼ $36,010
Savings and Temporary Cash Investments$0$0→ $0
Accounts Receivable$0$0→ $0
Other Notes and Loans Receivable, Net$0$0→ $0
Pledges and Grants Receivable$0$0→ $0
Receivable From Disqualified Prsn$0$0→ $0
Receivables From Officers Etc$0$0→ $0
Investments Other Securities$0$0→ $0
Investments Program Related$0$0→ $0
Investments in Publicly Traded Securities$0$0→ $0
Land, Buildings, and Equipment, Net$0$0→ $0
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Intangible Assets$0$0→ $0
Inventories for Sale or Use$0$0→ $0
Loans From Officers Directors$0$0→ $0
Prepaid Expenses and Deferred Charges$0$0→ $0
Total Assets$691,733$655,723▼ $36,010
Other Assets Total$0$0→ $0
Liabilities
Accounts Payable and Accrued Expenses$0$0→ $0
Grants Payable$0$0→ $0
Mortgage Notes Payable Secured by Investment Property$0$0→ $0
Unsecured Notes Loans Payable$0$0→ $0
Other Liabilities$0$0→ $0
Deferred Revenue$0$0→ $0
Escrow Account Liability$0$0→ $0
Tax Exempt Bond Liabilities$0$0→ $0
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$691,733$655,723▼ $36,010
Total Liabilities and Net Assets / Fund Balance$691,733$655,723▼ $36,010
Compensation and Service Providers
Top Officer Pay56th percentile

Board Members and Trustees

NameTitle
Elissa McbrideCommittee Member
Jessica Martinez SantosCommittee Member
Lee SaundersCommittee Member
Somaliar Hernandez NieveCommittee Member
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$0
Other Revenue
$0
Change in Net Assets
$-36,010
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$143
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Benefits to Members---$35,867
Office Expenses---$143
Total Functional Expenses$0$0$0$36,010
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$0
Fundraising Gross Income$0
Gaming Direct Expenses$0
Gaming Gross Income$0
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Loans from Officers, Directors, Trustees, and Key Employees$0$0→ $0
Receivables from Disqualified Persons$0$0→ $0
Receivables from Officers, Directors, Trustees, and Key Employees$0$0→ $0
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

PART VI, SECTION A, LINE 2:

“Committee members lee saunders and elissa mcbride serve as president and secretary-treasurer of american federation of state, county and municipal employees. Committee members jessica martinez santos and somaliar hernandez nieve serve as president and secretary-treasurer of servidores publicos unidos, afscme council 95 employees.”

PART VI, SECTION B, LINE 8A:

“No meetings occurred during 2024.”

PART VI, SECTION B, LINE 8B:

“The trust has no other committees.”

PART VI, SECTION B, LINE 11B:

“The form 990 is prepared by a certified public accounting firm that forwards a copy for review to the commiittee members or their designated staff and any comments are communicated to the cpa firm to update and resend a new draft for approval and filing with the internal revenue service.”

PART VI, SECTION C, LINE 19:

“The organization's documents are provided upon written request.”

Filing and Contact Details

Filer

Filer Name
Afscme Spu Limited Health & Welfare Trust
EIN
92-4010461
In Care Of
% RODNEY D MOSBY
Phone
2024251000
Address
1625 L STREET NW, WASHINGTON, DC 20036

Signing Officer

Name
Lee Saunders
Title
President
Phone
2024251000
Signed
2025-11-17
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Lee Saunders
Formed
2022
Legal Domicile
Pr
Voting Board Members
4
Independent Board Members
0
Employees
0
Volunteers
0

Preparer

Firm
Withumsmithbrownpc
Address
4600 EAST WEST HWY 900, BETHESDA, MD 20814-3423
Preparer
Richard Ruvelson
Phone
3012726000
Raw XML Appendix338 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0COMMITTEE MEMBERS LEE SAUNDERS AND ELISSA MCBRIDE SERVE AS PRESIDENT AND SECRETARY-TREASURER OF AMERICAN FEDERATION OF STATE, COUNTY AND MUNICIPAL EMPLOYEES. COMMITTEE MEMBERS JESSICA MARTINEZ SANTOS AND SOMALIAR HERNANDEZ NIEVE SERVE AS PRESIDENT AND SECRETARY-TREASURER OF SERVIDORES PUBLICOS UNIDOS, AFSCME COUNCIL 95 EMPLOYEES.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1NO MEETINGS OCCURRED DURING 2024.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE TRUST HAS NO OTHER COMMITTEES.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE FORM 990 IS PREPARED BY A CERTIFIED PUBLIC ACCOUNTING FIRM THAT FORWARDS A COPY FOR REVIEW TO THE COMMIITTEE MEMBERS OR THEIR DESIGNATED STAFF AND ANY COMMENTS ARE COMMUNICATED TO THE CPA FIRM TO UPDATE AND RESEND A NEW DRAFT FOR APPROVAL AND FILING WITH THE INTERNAL REVENUE SERVICE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4THE ORGANIZATION'S DOCUMENTS ARE PROVIDED UPON WRITTEN REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0PART VI, SECTION A, LINE 2:
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1PART VI, SECTION B, LINE 8A:
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2PART VI, SECTION B, LINE 8B:
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3PART VI, SECTION B, LINE 11B:
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4PART VI, SECTION C, LINE 19:
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ReturnHeader/BusinessOfficerGrp/PersonNm0LEE SAUNDERS
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ReturnHeader/Filer/InCareOfNm0% RODNEY D MOSBY
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ReturnHeader/PreparerPersonGrp/PreparerPersonNm0RICHARD RUVELSON
ReturnHeader/ReturnTs02025-11-17T11:11:39-06:00
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