GOLDEN GATE TRANSIT-AMALGAMATED HEALTH & WELFARE TRUST FUND (EIN 237300036) - 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

2003

Legal Domicile

Principal Officer

LAUREN THAM

Tax Period

2023-01-01 to 2023-12-31

GOLDEN GATE TRANSIT-AMALGAMATED HEALTH & WELFARE TRUST FUND, founded in 2003, is a small nonprofit that reported $140K in total revenue in fiscal year 2023. Revenue fell 85% from the prior year — a significant decline worth monitoring. Expenses of $749K exceeded revenue, resulting in a 436% operating deficit.

Mission

FACILITATING THE EXTENSION OF HEALTH COVERAGE TO CERTAIN EMPLOYEES AND RETIREES OF THE GOLDEN GATE BRIDGE, HIGHWAY AND TRANSPORTATION DISTRICT.

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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 (2023)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $0

Investment Income $1,569

Other Revenue $138,222

TOTAL REVENUE $139,791

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $5,847

TOTAL EXPENSES $748,599

Year-over-Year Comparison

	2023	2022	Change
Revenue	$139,791	$921,032	-0.8%
Expenses	$748,599	$400	+1870.5%
Net Income	$-608,808	$920,632	-1.7%

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
DAVID HERRERA	TRUSTEE	1.00	Director	$0	$0	$0
KIMMIKO JOSEPH	TRUSTEE	1.00	Director	$0	$0	$0
JAMES MASTIN	TRUSTEE	1.00	Director	$0	$0	$0
DENNIS RODONI	TRUSTEE	1.00	Director	$0	$0	$0
CHRIS SNYDER	TRUSTEE	1.00	Director	$0	$0	$0
SHANE WEINSTEIN	TRUSTEE	1.00	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
2023	$139,791	$748,599	$318,607	$-608,808
2022	$921,032	$400	$927,415	$920,632
2021	$3,736	$384,988	$6,783	$-381,252
2020	$179,224	$10,275	$387,966	$168,949
2019	$434,778	$513,745	$210,052	$-78,967
2018	$767,745	$882,279	$283,878	$-114,534

GOLDEN GATE TRANSIT-AMALGAMATED HEALTH & WELFARE TRUST FUND