SERVICE EMPLOYEES HEALTH AND WELFARE TRUST (EIN 237122650) - 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

1970

Legal Domicile

Principal Officer

SERGIO SALINAS

Phone

2063294900

Tax Period

2024-05-01 to 2025-04-30

SERVICE EMPLOYEES HEALTH AND WELFARE TRUST, founded in 1970, is a mid-sized nonprofit that reported $48.7M in total revenue in fiscal year 2024. Revenue grew 12% year-over-year, indicating healthy expansion.

Mission

TO PROVIDE HEALTH & WELFARE BENEFITS IN A MULTIEMPLOYER PLAN.

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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 $47,030,313

Investment Income $1,639,796

Other Revenue $15,567

TOTAL REVENUE $48,685,676

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $2,715,143

TOTAL EXPENSES $47,711,416

Year-over-Year Comparison

	2024	2023	Change
Revenue	$48,685,676	$43,499,403	+0.1%
Expenses	$47,711,416	$45,103,956	+0.1%
Net Income	$974,260	$-1,604,553	-1.6%

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

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
SERGIO SALINAS	CHAIRMAN	1.0	Officer Director	$0	$0	$0
CHARLIE JONES	SECRETARY	1.0	Officer Director	$0	$0	$0
JIM RAGSDALE	TRUSTEE	1.0	Director	$0	$0	$0
ELIZABETH CRANSTON	Alternate TRUSTEE	1.0	Director	$0	$0	$0
GREG RAMIREZ	TRUSTEE	1.0	Director	$0	$0	$0
ZENIA JAVALERA	TRUSTEE	1.0	Director	$0	$0	$0
MICHAEL MENDONCA	Alternate TRUSTEE	1.0	Director	$0	$0	$0
ELSA OGBE	Alternate TRUSTEE	1.0	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
2025	$48,685,676	$47,711,416	$45,375,494	$974,260
2024	$43,499,403	$45,103,956	$41,770,335	$-1,604,553
2023	$43,649,270	$46,759,859	$46,931,676	$-3,110,589
2022	$43,804,686	$39,176,353	$47,657,399	$4,628,333
2021	$44,739,292	$43,065,832	$45,675,678	$1,673,460
2020	$42,987,761	$38,516,599	$41,811,603	$4,471,162
2019	$37,110,096	$33,566,895	$37,163,803	$3,543,201
2018	$33,034,278	$26,910,910	$29,933,144	$6,123,368

SERVICE EMPLOYEES HEALTH AND WELFARE TRUST