SAN FRANCISCO HOTEL RESTAURANT LAB… - Form 990 Financial Data

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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

1970

Legal Domicile

Principal Officer

MICHAEL CASEY

Phone

9253987060

Tax Period

2024-04-01 to 2025-03-31

SAN FRANCISCO HOTEL RESTAURANT LABOR MGMT EDUCATION FUND, founded in 1970, is a small nonprofit that reported $309K in total revenue in fiscal year 2024. The organization ran a surplus of $263K, a strong 85% operating margin.

Mission

TO PROVIDE TRAINING AND EDUCATION PROGRAMS TO ELIGIBLE EMPLOYEES.

Program Service Accomplishments

Program 1

TO PROVIDE WORKERS AND EMPLOYERS WITH OPPORTUNITIES TO EXPLORE NEW AND INNOVATIVE JOINT APPROACHES TO ACHIEVING ORGANIZATIONAL EFFECTIVENESS.

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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 $263,113

Investment Income $45,558

Other Revenue $0

TOTAL REVENUE $308,671

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $45,775

TOTAL EXPENSES $45,775

Year-over-Year Comparison

	2024	2023	Change
Revenue	$308,671	$296,125	+0.0%
Expenses	$45,775	$164,280	-0.7%
Net Income	$262,896	$131,845	+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
ANAND SINGH	TRUSTEE	5.0	Director	$0	$0	$0
MICHAEL CASEY	CHAIRMAN	5.0	Officer Director	$0	$0	$0
IAN LEWIS	TRUSTEE	5.0	Director	$0	$0	$0
KIM WIRSHING	TRUSTEE	5.0	Director	$0	$0	$0
DOUGLAS CORNFORD	SECRETARY	5.0	Officer Director	$0	$0	$0
ROBERT BERGER	TRUSTEE	5.0	Director	$0	$0	$0
DEAN LEHR FORMER	TRUSTEE	5.0	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	$308,671	$45,775	$1,368,482	$262,896
2024	$296,125	$164,280	$1,095,087	$131,845
2023	$291,745	$58,062	$931,355	$233,683
2022	$144,857	$57,115	$723,062	$87,742
2021	$164,928	$641,517	$670,800	$-476,589
2020	$321,096	$506,852	$1,078,720	$-185,756
2019	$311,832	$420,268	$1,248,228	$-108,436
2018	$332,404	$384,128	$1,353,641	$-51,724

SAN FRANCISCO HOTEL RESTAURANT LABOR MGMT EDUCATION FUND