CAISO WELFARE BENEFITS TR COMBI

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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

2019

Legal Domicile

Tax Period

2025-01-01 to 2025-12-31

CAISO WELFARE BENEFITS TR COMBI, founded in 2019, is a community nonprofit in the Mutual Benefit sector that reported $1.7M in total revenue in fiscal year 2025. Revenue surged 67% from the prior year, signaling strong growth momentum. The organization ran a surplus of $1.6M, a strong 99% operating margin.

Mission

TO PROVIDE HEALTH AND WELFARE BENEFITS TO ELIGIBLE EMPLOYEES OF CALIFORNIA INDEPENDENT SYSTEM OPERATOR CORP

Program Service Accomplishments

Program 1

TO PROVIDE HEALTH AND WELFARE BENEFITS TO ELIGIBLE EMPLOYEES OF CALIFORNIA INDEPENDENT SYSTEM OPERATOR CORP

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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 (2025)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $0

Investment Income $1,656,876

Other Revenue $658

TOTAL REVENUE $1,657,534

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $17,936

TOTAL EXPENSES $17,936

Year-over-Year Comparison

	2025	2024	Change
Revenue	$1,657,534	$991,360	+0.7%
Expenses	$17,936	$17,533	+0.0%
Net Income	$1,639,598	$973,827	+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
N/A	TRUSTEE	1.0		$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	$1,657,534	$17,936	$22,230,549	$1,639,598
2024	$991,360	$17,533	$20,595,947	$973,827
2023	$813,012	$9,185	$19,634,793	$803,827
2022	$703,590	$16,490	$18,834,319	$687,100
2021	$1,840,525	$14,184	$18,093,349	$1,826,341
2020	$676,883	$7,928	$16,305,544	$668,955
2019	$4,981,683	$11,215	$15,637,035	$4,970,468
2018	$625,278	$6,895	$10,696,915	$618,383