SOUTHWEST LABORERS' HEALTH AND WELFARE FUND (EIN 746104544) - Form 990 Financial Analysis & Trantor Score

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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

1967

Legal Domicile

Principal Officer

RENO HAMMOND

Phone

9729439559

Tax Period

2023-01-01 to 2023-12-31

SOUTHWEST LABORERS' HEALTH AND WELFARE FUND, founded in 1967, is a mid-sized nonprofit in the Mutual Benefit sector that reported $16.9M in total revenue in fiscal year 2023. Revenue surged 25% from the prior year, signaling strong growth momentum. Expenses of $20.4M exceeded revenue, resulting in a 21% operating deficit.

Mission

TO PROVIDE BENEFITS TO PLAN PARTICIPANTS.

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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 (2023)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $13,239,749

Investment Income $685,940

Other Revenue $2,958,515

TOTAL REVENUE $16,884,204

Expense Breakdown

Grants Paid $0

Salaries & Benefits $5,659

Fundraising Expenses $0

Other Expenses $2,097,356

TOTAL EXPENSES $20,398,500

Year-over-Year Comparison

	2023	2022	Change
Revenue	$16,884,204	$13,465,800	+0.3%
Expenses	$20,398,500	$14,652,170	+0.4%
Net Income	$-3,514,296	$-1,186,370	+2.0%

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

Governance

Voting Members

Independent Members

Employees

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
TANIF CROTTS	TRUSTEE	2.00	Director	$0	$0	$0
ARTURO DELGADO	TRUSTEE	2.00	Director	$0	$0	$0
MATT GONZALES	TRUSTEE	2.00	Director	$0	$0	$0
CASSANDRA HAMMOND	TRUSTEE	2.00	Director	$0	$0	$0
RENO HAMMOND	SECRETARY	2.00	Officer Director	$0	$0	$0
JEREMY HENDRICKS	TRUSTEE	2.00	Director	$0	$0	$0
LARRY JARAMILLO	TRUSTEE	2.00	Director	$0	$0	$0
RUSSELL JONES	TRUSTEE	2.00	Director	$0	$0	$0
MARK LITTLE	CHAIRMAN	2.00	Officer Director	$0	$0	$0
RAY MANCIAS	TRUSTEE	2.00	Director	$0	$0	$0
ARNOLD RIOS	TRUSTEE	2.00	Director	$0	$0	$0
MATT THOMAS	TRUSTEE	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
2024	No data	No data	No data	No data
2023	$16,884,204	$20,398,500	$12,581,666	$-3,514,296
2022	$13,465,800	$14,652,170	$14,272,715	$-1,186,370
2021	$15,538,346	$12,864,888	$14,755,794	$2,673,458
2020	$16,148,000	$17,269,061	$12,637,471	$-1,121,061
2019	$18,496,131	$18,433,838	$14,400,595	$62,293
2018	$16,399,674	$16,579,989	$14,216,372	$-180,315

SOUTHWEST LABORERS' HEALTH AND WELFARE FUND