MONTEREY COUNTY HOSPITALITY ASSOCIATION HEALTH AND WELFARE TRUST

EIN: 817122045

SAN DIEGO, CA

Total Revenue
$3,458,380
Total Expenses
$3,459,976
Total Assets
N/A
Net Assets
N/A
🔒

Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Sign In — Free (10 views/day)

Financial Trends

Organization Details

Formation Year
2017
Legal Domicile
CA
Principal Officer
PAUL ROVELLA ESQ
Phone
6192602660
Tax Period
2019-01-01 to 2019-12-31

MONTEREY COUNTY HOSPITALITY ASSOCIATION HEALTH AND WELFARE TRUST, founded in 2017, is a community nonprofit that reported $3.5M in total revenue in fiscal year 2019. Revenue surged 57% from the prior year, signaling strong growth momentum.

Mission

TO PROVIDE HEALTH BENEFITS FOR PARTICIPANTS AND THEIR COVERED DEPENDENTS.

🔒

Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

Sign in to view Trantor Score and financial metrics

Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Sign In — Free (10 views/day)

Financial Overview (2019)

Revenue Breakdown

Contributions & Grants $0
Program Service Revenue $3,458,380
Investment Income $0
Other Revenue $0
TOTAL REVENUE $3,458,380

Expense Breakdown

Grants Paid $0
Salaries & Benefits $0
Fundraising Expenses $0
Program Expenses $3,124,692
Other Expenses $335,284
TOTAL EXPENSES $3,459,976

Year-over-Year Comparison

2019 2018 Change
Revenue $3,458,380 $2,207,165 +0.6%
Expenses $3,459,976 $2,207,227 +0.6%
Net Income $-1,596 $-62 +24.7%
Key Indicators
✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✗ Schedule B Required
🔒

Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Sign In

Governance

Voting Members
3
Independent Members
3
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
2
$0
Total Directors
3
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
PAUL ROVELLA ESQ Chairperson 2.00
Officer Director
$0 $0 $0
CHRIS BARLOW AIA Secretary 2.00
Officer Director
$0 $0 $0
NORA FAIRGARDEN 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
2019 $3,458,380 $3,459,976 No data $-1,596
Explore More Nonprofits
→Top 100 Nonprofits in California →Largest U.S. Nonprofits →Best Rated Nonprofits →Most Efficient Nonprofits

Compare MONTEREY COUNTY HOSPITALITY ASSOCIATION HEALTH AND WELFARE TRUST with other nonprofits in California and across the country.

We Value Your Privacy
We use cookies and similar technologies to analyze site traffic and improve your experience. By clicking "Accept All", you consent to our use of cookies for analytics and measurement.