SAN DIEGO GAS & ELECTRIC CO POST 6/30/08 UNION RET WELFARE BENEFIT TRUST

EIN: 306178469 Mutual Benefit

SAN DIEGO, CA

Total Revenue
$2,402,938
Total Expenses
$384,476
Total Assets
$70,721,051
Net Assets
$70,699,294
🔒

Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Sign In — Free (10 views/day)

Financial Trends

Organization Details

Formation Year
2008
Legal Domicile
CA
Principal Officer
JAMES MAHONEY
Phone
6196962250
Tax Period
2023-01-01 to 2023-12-31

SAN DIEGO GAS & ELECTRIC CO POST 6/30/08 UNION RET WELFARE BENEFIT TRUST, founded in 2008, is a community nonprofit in the Mutual Benefit sector that reported $2.4M in total revenue in fiscal year 2023. The organization ran a surplus of $2.0M, a strong 84% operating margin.

Mission

PROVIDING WELFARE BENEFITS TO RETIREES

🔒

Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

Sign in to view Trantor Score and financial metrics

Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Sign In — Free (10 views/day)

Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $0
Program Service Revenue $0
Investment Income $2,402,938
Other Revenue $0
TOTAL REVENUE $2,402,938

Expense Breakdown

Grants Paid $0
Salaries & Benefits $8,821
Fundraising Expenses $0
Program Expenses $293,975
Other Expenses $81,680
TOTAL EXPENSES $384,476

Year-over-Year Comparison

2023 2022 Change
Revenue $2,402,938 $2,493,262 0.0%
Expenses $384,476 $321,456 +0.2%
Net Income $2,018,462 $2,171,806 -0.1%
Key Indicators
✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✗ Schedule B Required
🔒

Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Sign In

Governance

Voting Members
1
Independent Members
1
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
0
$0
Total Directors
0
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
N/A TRUSTEE 1.00
$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 $2,402,938 $384,476 $70,721,051 $2,018,462
2022 $2,493,262 $321,456 $63,366,479 $2,171,806
2021 $5,929,084 $299,841 $81,587,820 $5,629,243
2020 $6,436,081 $334,614 $78,615,657 $6,101,467
2019 $1,868,680 $365,898 $69,913,653 $1,502,782
2018 $8,878,749 $398,332 $57,843,196 $8,480,417
Explore More Nonprofits
→Top 100 Nonprofits in California →Largest U.S. Nonprofits →Best Rated Nonprofits →Most Efficient Nonprofits

Compare SAN DIEGO GAS & ELECTRIC CO POST 6/30/08 UNION RET WELFARE BENEFIT TRUST with other nonprofits in California and across the country.

We Value Your Privacy
We use cookies and similar technologies to analyze site traffic and improve your experience. By clicking "Accept All", you consent to our use of cookies for analytics and measurement.