CALIFORNIA SMALL MANUFACTURING HEA… - 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

2012

Legal Domicile

Principal Officer

TIMOTHY GALLAGHER

Phone

6022579119

Tax Period

2024-01-01 to 2024-12-31

CALIFORNIA SMALL MANUFACTURING HEALTH AND WELFARE TRUST FUND, founded in 2012, is a community nonprofit in the Mutual Benefit sector that reported $9.3M in total revenue in fiscal year 2024.

Mission

TO PROVIDE HEALTH BENEFITS (MEDICAL, DENTAL AND VISION) FOR ELIGIBLE EMPLOYEES OF THE PARTICIPATING EMPLOYERS AND THEIR DEPENDENTS.

Program Service Accomplishments

Program 1

Expenses: $9,282,741 Revenue: $9,282,813

TO PROVIDE HEALTH BENEFITS AND CERTAIN VOLUNTARY BENEFITS FOR 1,232 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%)

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $9,282,813

Investment Income $61,920

Other Revenue $0

TOTAL REVENUE $9,344,733

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $9,282,741

Other Expenses $1,034,502

TOTAL EXPENSES $9,282,741

Year-over-Year Comparison

	2024	2023	Change
Revenue	$9,344,733	$9,719,193	0.0%
Expenses	$9,282,741	$9,694,647	0.0%
Net Income	$61,992	$24,546	+1.5%

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

N/A

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
TIMOTHY GALLAGHER	CHAIRPERSON	2.00	Officer Director	$0	$0	$0
VICTOR ANSELMO	SECRETARY/ TREASURER	2.00	Officer Director	$0	$0	$0
SAGE SCOTT	DIRECTOR	2.00	Director	$0	$0	$0
BRUCE STENSLIE	DIRECTOR	2.00	Director	$0	$0	$0
TOM TUTTLE	DIRECTOR	2.00	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	$9,344,733	$9,282,741	$1,524,827	$61,992
2023	$9,719,193	$9,694,647	$1,367,302	$24,546
2022	$12,310,828	$12,327,820	$1,472,790	$-16,992
2021	$14,976,558	$15,037,442	$1,823,412	$-60,884
2020	$18,216,829	$18,142,810	$2,110,333	$74,019
2019	$20,246,903	$20,137,562	$2,198,489	$109,341
2018	$22,681,240	$22,539,618	$2,324,330	$141,622

CALIFORNIA SMALL MANUFACTURING HEALTH AND WELFARE TRUST FUND