AGC OF AMERICA SAN DIEGO CHAPTER INC HEALTH & WELFARE TRUST (EIN 330078759) - 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

1984

Legal Domicile

Principal Officer

NIGEL CARY

Phone

6196832030

Tax Period

2024-04-01 to 2025-03-31

AGC OF AMERICA SAN DIEGO CHAPTER INC HEALTH & WELFARE TRUST, founded in 1984, is a mid-sized nonprofit that reported $23.0M in total revenue in fiscal year 2024.

Mission

TO PROVIDE A DISTINCT LEGAL ENTITY INTO WHICH MONIES MAY BE CONTRIBUTED BY PARTICIPATING EMPLOYERS AND EMPLOYEES FOR THE EXCLUSIVE PURPOSE OF CREATING AND ADMINISTERING AN EMPLOYEE WELFARE BENEFIT PLAN FOR THE BENEFIT OF PARTICIPATING EMPLOYEES, AND THEIR BENEFICIARIES, AND FOR DEFRAYING REASONABLE EXPENSES OF ADMINISTRATION.

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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 $22,745,588

Investment Income $301,977

Other Revenue $0

TOTAL REVENUE $23,047,565

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $1,297,003

TOTAL EXPENSES $22,466,533

Year-over-Year Comparison

	2024	2023	Change
Revenue	$23,047,565	$21,344,846	+0.1%
Expenses	$22,466,533	$20,255,048	+0.1%
Net Income	$581,032	$1,089,798	-0.5%

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
ALEX SAMUELSON	TRUSTEE	1.00	Director	$0	$0	$0
BRANDON RICHIE	TRUSTEE	1.00	Director	$0	$0	$0
JIM SUMMERS	TRUSTEE	1.00	Director	$0	$0	$0
MITCHELL BURCH	SECRETARY	1.00	Officer Director	$0	$0	$0
NIGEL CARY	CHAIRMAN	1.00	Officer Director	$0	$0	$0
NOLI GAVINO	TRUSTEE	1.00	Director	$0	$0	$0
TAMI BARNHART-REESE	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
2025	$23,047,565	$22,466,533	$5,731,945	$581,032
2024	$21,344,846	$20,255,048	$5,199,038	$1,089,798
2023	$19,599,943	$21,522,245	$3,785,015	$-1,922,302
2022	$18,905,139	$18,009,279	$5,823,761	$895,860
2021	$17,853,824	$17,970,485	$5,069,591	$-116,661
2020	$18,574,919	$18,463,942	$4,705,367	$110,977
2019	$17,768,002	$18,120,276	$4,792,208	$-352,274
2018	$16,699,407	$16,428,722	$5,233,806	$270,685

AGC OF AMERICA SAN DIEGO CHAPTER INC HEALTH & WELFARE TRUST