WESTERN LABOR ALLIANCE HEALTH & WELFARE TRUST FUND (EIN 911748622) - 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

1995

Legal Domicile

Principal Officer

YESENIA GONZALEZ

Phone

9099801194

Tax Period

2024-08-01 to 2025-07-31

WESTERN LABOR ALLIANCE HEALTH & WELFARE TRUST FUND, founded in 1995, is a small nonprofit in the Mutual Benefit sector that reported $420K in total revenue in fiscal year 2024. Revenue decreased 9% compared to the prior year. The organization ran a surplus of $114K, a strong 27% operating margin.

Mission

TO PROVIDE HEALTH AND WELFARE BENEFITS TO ELIGIBLE PARTICIPANTS COVERED BY THE COLLECTIVE BARGAINING AGREEMENT BETWEEN EMPLOYERS AND THE UNION.

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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 $394,609

Investment Income $25,888

Other Revenue $0

TOTAL REVENUE $420,497

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $306,541

Other Expenses $65,166

TOTAL EXPENSES $306,541

Year-over-Year Comparison

	2024	2023	Change
Revenue	$420,497	$460,510	-0.1%
Expenses	$306,541	$388,654	-0.2%
Net Income	$113,956	$71,856	+0.6%

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
MARSHA JENKINS	TRUSTEE	10.00	Director	$0	$0	$0
YESENIA GONZALEZ	TRUSTEE	10.00	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	$420,497	$306,541	$824,211	$113,956
2024	$460,510	$388,654	$664,834	$71,856
2023	$356,021	$353,592	$602,126	$2,429
2022	$421,171	$404,225	$586,749	$16,946
2021	$441,370	$395,091	$620,283	$46,279
2020	$459,599	$425,780	$549,680	$33,819
2019	$396,712	$368,849	$506,170	$27,863
2018	$312,144	$368,847	$471,729	$-56,703

WESTERN LABOR ALLIANCE HEALTH & WELFARE TRUST FUND