RESTAURANT INDUSTRY HEALTH & WELFARE TRUST FUND

EIN: 466362158 Mutual Benefit

SAN DIEGO, CA

Total Revenue
$8,877,410
Total Expenses
$8,877,226
Total Assets
$1,350,901
Net Assets
$688,672
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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
2012
Legal Domicile
CA
Principal Officer
GENE ERDMAN
Phone
6192602660
Tax Period
2023-01-01 to 2023-12-31

RESTAURANT INDUSTRY HEALTH & WELFARE TRUST FUND, founded in 2012, is a community nonprofit in the Mutual Benefit sector that reported $8.9M in total revenue in fiscal year 2023.

Mission

TO PROVIDE HEALTH BENEFITS FOR PARTICIPANTS AND THEIR COVERED DEPENDENTS.

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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 $8,859,451
Investment Income $0
Other Revenue $17,959
TOTAL REVENUE $8,877,410

Expense Breakdown

Grants Paid $0
Salaries & Benefits $0
Fundraising Expenses $0
Other Expenses $779,349
TOTAL EXPENSES $8,877,226

Year-over-Year Comparison

2023 2022 Change
Revenue $8,877,410 $8,733,287 +0.0%
Expenses $8,877,226 $8,700,149 +0.0%
Net Income $184 $33,138 -1.0%
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
2
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
2
$0
Total Directors
2
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
AARON PINGEL SECRETARY 2.00
Officer Director
$0 $0 $0
GENE ERDMAN CHAIRPERSON 2.00
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
2024 No data No data No data No data
2023 $8,877,410 $8,877,226 $1,350,901 $184
2022 $8,733,287 $8,700,149 $2,044,044 $33,138
2021 $10,029,775 $10,056,819 $2,250,306 $-27,044
2020 $10,354,350 $10,150,810 $2,225,000 $203,540
2019 $10,536,891 $10,409,563 $2,484,733 $127,328
2018 $8,022,482 $7,979,021 $1,804,853 $43,461
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