HELIX ELECTRIC HEALTH AND WELFARE PLAN

EIN: 330657114

SAN DIEGO, CA

Total Revenue
$24,441,632
Total Expenses
$25,375,137
Total Assets
$2,052,110
Net Assets
$1,879,047
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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
1995
Legal Domicile
CA
Principal Officer
GARY SHEKHTER
Phone
8586231207
Tax Period
2023-01-01 to 2023-12-31

HELIX ELECTRIC HEALTH AND WELFARE PLAN, founded in 1995, is a mid-sized nonprofit that reported $24.4M in total revenue in fiscal year 2023. Revenue grew 18% year-over-year, indicating healthy expansion.

Mission

VOLUNTARY EMPLOYEES BENEFICIARY ASSOC FOR HEALTH, DENTAL & LIFE INSURANCE. 2,025 EMPLOYEES BENEFITED.

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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 $24,410,833
Investment Income $30,799
Other Revenue $0
TOTAL REVENUE $24,441,632

Expense Breakdown

Grants Paid $0
Salaries & Benefits $0
Fundraising Expenses $0
Program Expenses $25,332,767
Other Expenses $42,370
TOTAL EXPENSES $25,375,137

Year-over-Year Comparison

2023 2022 Change
Revenue $24,441,632 $20,660,703 +0.2%
Expenses $25,375,137 $19,834,079 +0.3%
Net Income $-933,505 $826,624 -2.1%
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
1
Independent Members
N/A
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
1
$190,909
Total Directors
1
$190,909
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
GARY SHEKHTER TRUSTEE 1.00
Officer Director
$0 $0 $190,909
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 $24,441,632 $25,375,137 $2,052,110 $-933,505
2022 $20,660,703 $19,834,079 $3,534,033 $826,624
2021 $20,413,301 $20,309,512 $2,039,604 $103,789
2020 $18,131,290 $17,663,361 $2,205,552 $467,929
2019 $16,282,417 $15,774,106 $1,265,156 $508,311
2018 $14,786,578 $15,332,600 $820,335 $-546,022
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