GROCERY WORKERS' COMPENSATION BENEFITS TRUST (EIN 383995783) - 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

2017

Legal Domicile

Principal Officer

KATHY FINN

Phone

2134877070

Tax Period

2024-05-01 to 2025-04-30

GROCERY WORKERS' COMPENSATION BENEFITS TRUST, founded in 2017, is a community nonprofit in the Employment sector that reported $1.3M in total revenue in fiscal year 2024. Revenue fell 70% from the prior year — a significant decline worth monitoring. The organization ran a surplus of $1.1M, a strong 89% operating margin.

Mission

THE ACTIVITIES OF THE ENTITY ARE TO PROVIDE THE BENEFIT OF GROCERY WORKERS TO PARTICIPATE IN AN ALTERNATIVE DISPUTE RESOLUTION PROGRAM FOR WORKERS COMPENSATION CLAIMS. TO PROVIDE GROCERY WORKERS UNION MEMBERS WITH HIGH-QUALITY MEDICAL CARE UNDER THE CALIFORNIA WORKERS' COMPENSATION LAW.

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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 $1,069,935

Investment Income $0

Other Revenue $215,964

TOTAL REVENUE $1,285,899

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $145,993

TOTAL EXPENSES $145,993

Year-over-Year Comparison

	2024	2023	Change
Revenue	$1,285,899	$4,307,997	-0.7%
Expenses	$145,993	$4,314,612	-1.0%
Net Income	$1,139,906	$-6,615	-173.3%

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
KATHY FINN	CO-CHAIR	1.0	Officer Director	$0	$0	$0
CATHEY JACKSON	CO-CHAIR	1.0	Officer Director	$0	$0	$0
TODD WALTERS	COMMITTEE MEMBER	0.5	Officer Director	$0	$0	$0
MARK RAMOS	COMMITTEE MEMBER	0.5	Officer Director	$0	$0	$0
MICHAEL STRAETER	COMMITTEE MEMBER	0.5	Officer Director	$0	$0	$0
ANDREA ZINDER	COMMITTEE MEMBER	0.5	Officer Director	$0	$0	$0
JOE DUFFLE	COMMITTEE MEMBER	0.5	Officer 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	$1,285,899	$145,993	$2,355,036	$1,139,906
2024	$4,307,997	$4,314,612	$1,215,130	$-6,615
2023	$312,130	$78,143	$1,221,745	$233,987
2022	$6,455,780	$6,060,945	$987,758	$394,835
2021	$1,971,956	$1,916,267	$592,923	$55,689
2020	$4,219,061	$4,127,016	$537,234	$92,045
2019	$3,040,045	$3,270,135	$445,189	$-230,090

GROCERY WORKERS' COMPENSATION BENEFITS TRUST