SAN DIEGO ASSOCIATED GENERAL CONTR… - Form 990 Financial Data

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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

2015

Legal Domicile

Tax Period

2022-07-01 to 2023-06-30

SAN DIEGO ASSOCIATED GENERAL CONTRACTORS VACATION SICK PAY TR F, founded in 2015, is a community nonprofit in the Mutual Benefit sector that reported $5.4M in total revenue in fiscal year 2022.

Mission

THE PLAN PROVIDES FOR VACATION AND SICK PAY BENEFITS FOR EMPLOYEES OF THE PARTICIPATING EMPLOYERS OF THE PLAN.

Program Service Accomplishments

Program 1

THE PLAN PROVIDES FOR VACATION AND SICK PAY BENEFITS FOR EMPLOYEES OF THE PARTICIPATING EMPLOYERS OF THE PLAN.

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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 (2022)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $5,354,040

Investment Income $0

Other Revenue $0

TOTAL REVENUE $5,354,040

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $307,652

TOTAL EXPENSES $5,298,980

Year-over-Year Comparison

	2022	2021	Change
Revenue	$5,354,040	$5,052,964	+0.1%
Expenses	$5,298,980	$4,852,761	+0.1%
Net Income	$55,060	$200,203	-0.7%

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
JASON MORDHORST	Chairman	1.00	Director	$0	$0	$0
CRAIG BARRY	VICE CHAIR	1.00	Director	$0	$0	$0
JEFFREY HINDS	Treasurer	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	No data	No data	No data	No data
2024	No data	No data	No data	No data
2023	$5,354,040	$5,298,980	$1,281,095	$55,060
2022	$5,052,964	$4,852,761	$1,214,136	$200,203
2021	$5,389,699	$5,361,869	$850,938	$27,830
2020	$5,508,942	$5,513,023	$740,551	$-4,081
2019	$6,902,101	$6,863,665	$954,035	$38,436
2018	$6,810,848	$6,757,797	$1,041,399	$53,051

SAN DIEGO ASSOCIATED GENERAL CONTRACTORS VACATION SICK PAY TR F