CAISO WELFARE BENEFITS TR COMBI

EIN: 616370626 Mutual Benefit

DES MOINES, IA

Total Revenue
$1,657,534
Total Expenses
$17,936
Total Assets
$22,230,549
Net Assets
$22,230,549
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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
CA
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

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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 (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

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Governance

Voting Members
1
Independent Members
1
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
0
$0
Total Directors
0
$0
Key Employees
0
$0
Highest Compensated
0
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
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