SOUTHERN CALIFORNIA PIPE TRADES PENSIONERS & SURVIVING SPOUSES HEALTH

EIN: 274271742 Mutual Benefit

LOS ANGELES, CA

Total Revenue
$14,738,740
Total Expenses
$13,346,163
Total Assets
$40,216,352
Net Assets
$36,485,631
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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
2011
Legal Domicile
CA
Principal Officer
ROBERT FELIX
Phone
2133856161
Tax Period
2023-01-01 to 2023-12-31

SOUTHERN CALIFORNIA PIPE TRADES PENSIONERS & SURVIVING SPOUSES HEALTH, founded in 2011, is a mid-sized nonprofit in the Mutual Benefit sector that reported $14.7M in total revenue in fiscal year 2023. Revenue grew 11% year-over-year, indicating healthy expansion. Expenses of $13.3M left a modest 9% surplus.

Mission

TO PROVIDE BENEFIT PAYMENTS FOR MEDICAL, HOSPITALIZATION, AND PRESCRIPTION DRUG BENEFITS TO RETIRED PARTICIPANTS AND THEIR BENEFICIARIES IN COMPLIANCE WITH THE TRUST AGREEMENT.

Program Service Accomplishments

Program 1

PROVIDED BENEFIT PAYMENTS FOR MEDICAL, HOSPITALIZATION, AND PRESCRIPTION DRUG BENEFITS TO APPROXIMATELY 1,995 RETIRED PARTICIPANTS AND THEIR BENEFICIARIES.

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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%)

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Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $0
Program Service Revenue $14,109,489
Investment Income $623,830
Other Revenue $5,421
TOTAL REVENUE $14,738,740

Expense Breakdown

Grants Paid $0
Salaries & Benefits $0
Fundraising Expenses $0
Other Expenses $1,890,567
TOTAL EXPENSES $13,346,163

Year-over-Year Comparison

2023 2022 Change
Revenue $14,738,740 $13,282,035 +0.1%
Expenses $13,346,163 $11,577,256 +0.2%
Net Income $1,392,577 $1,704,779 -0.2%
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

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Governance

Voting Members
21
Independent Members
N/A
Employees
1
Volunteers
23

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
5
$506,126
Total Directors
23
$2,766,922
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
RODNEY COBOS CHAIR - UNION 2.00
Officer Director
$0 $49,670 $328,009
ROBERT FELIX CO-CHAIR 2.00
Officer Director
$0 $0 $0
BRYAN SUTTLES TRUSTEE 2.00
Director
$0 $0 $0
CHIP MARTIN TRUSTEE - SECRETARY 2.00
Officer Director
$0 $0 $0
SCOTT BAKER TRUSTEE 2.00
Director
$0 $0 $0
JASON GORDON TRUSTEE 2.00
Director
$0 $0 $0
JOHN MODJESKI TRUSTEE 2.00
Director
$0 $0 $0
STEVE VALOT TRUSTEE (PART YEAR) 2.00
Director
$0 $0 $0
LARRY VERNE TRUSTEE 2.00
Director
$0 $0 $0
MICHAEL SHANE BOSTON TRUSTEE - UNION/CO-SEC 2.00
Officer Director
$0 $38,798 $178,117
DAVID BALDWIN TRUSTEE - UNION 2.00
Director
$0 $42,275 $181,456
STEVE BERINGER TRUSTEE - UNION 2.00
Director
$0 $37,954 $193,206
BEN CLAYTON TRUSTEE - UNION 2.00
Director
$0 $45,753 $254,206
JEREMY DIAZ TRUSTEE - UNION 2.00
Director
$0 $45,749 $261,697
STEVEN GOMEZ TRUSTEE - UNION 2.00
Director
$0 $42,278 $204,728
ROBERT JAMES TRUSTEE - UNION 2.00
Director
$0 $39,936 $190,619
GREG LEWIS TRUSTEE - UNION 2.00
Director
$0 $38,926 $191,926
MICHAEL LOPEZ TRUSTEE - UNION 2.00
Director
$0 $38,798 $153,477
RICARDO PEREZ TRUSTEE - UNION 2.00
Director
$0 $46,426 $215,664
WILLIAM STEINER TRUSTEE - UNION 2.00
Director
$0 $41,910 $212,131
JOSEPH RAYMOND TRUSTEE - UNION (PART YEAR) 2.00
Director
$0 $42,278 $201,686
DON CHASE CO-CHAIR (PART YEAR) 2.00
Officer Director
$0 $0 $0
DAVID ZECH TRUSTEE (PART YEAR) 2.00
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
2024 No data No data No data No data
2023 $14,738,740 $13,346,163 $40,216,352 $1,392,577
2022 $13,282,035 $11,577,256 $36,693,055 $1,704,779
2021 $13,201,582 $11,315,137 $35,941,509 $1,886,445
2020 $12,678,727 $9,737,596 $34,259,194 $2,941,131
2019 $13,364,533 $11,245,606 $30,431,861 $2,118,927
2018 $12,655,374 $11,421,094 $27,915,674 $1,234,280
2017 $11,200,753 $11,319,000 $27,058,982 $-118,247
2016 $12,372,592 $10,451,742 $26,358,019 $1,920,850
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