INLAND EMPIRE ELECTRICAL WORKERS HEALTH AND WELFARE PLAN (EIN 916062784) - 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

1965

Legal Domicile

Principal Officer

DAVID CHALLY

Phone

5095340600

Tax Period

2024-07-01 to 2025-06-30

INLAND EMPIRE ELECTRICAL WORKERS HEALTH AND WELFARE PLAN, founded in 1965, is a mid-sized nonprofit that reported $41.3M in total revenue in fiscal year 2024.

Mission

HEALTH AND WELFARE BENEFITS

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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 $43,680,721

Investment Income $-2,364,265

Other Revenue $12,132

TOTAL REVENUE $41,328,588

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $911,226

TOTAL EXPENSES $40,340,974

Year-over-Year Comparison

	2024	2023	Change
Revenue	$41,328,588	$41,779,274	0.0%
Expenses	$40,340,974	$32,012,282	+0.3%
Net Income	$987,614	$9,766,992	-0.9%

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

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
DAVID CHALLY	CHAIRMAN	1.00	Officer Director	$0	$0	$0
TRAVIS SWAYZE	SECRETARY	1.00	Officer Director	$0	$0	$0
JAMES DANIELS	TRUSTEE	1.00	Director	$0	$0	$0
MITCHELL MURPHY	TRUSTEE	1.00	Director	$0	$0	$0
TRAVIS SELLERS	TRUSTEE	1.00	Director	$0	$0	$0
CHRISTIAN CHALLY	TRUSTEE	1.00	Director	$0	$0	$0
TODD BRO	TRUSTEE	1.00	Director	$0	$0	$0
JASON BENWAY	TRUSTEE	1.00	Director	$0	$0	$0
JAMES GLINES	TRUSTEE	1.00	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	$41,328,588	$40,340,974	$74,080,041	$987,614
2024	$41,779,274	$32,012,282	$63,891,521	$9,766,992
2023	$36,822,291	$29,109,620	$53,907,135	$7,712,671
2022	$31,511,653	$27,833,817	$45,570,596	$3,677,836
2021	$31,395,346	$26,062,756	$47,847,890	$5,332,590
2020	$27,517,969	$23,905,529	$40,427,984	$3,612,440
2019	$26,040,500	$21,412,279	$34,937,900	$4,628,221
2018	$22,699,833	$18,344,529	$28,445,409	$4,355,304

INLAND EMPIRE ELECTRICAL WORKERS HEALTH AND WELFARE PLAN