San Mateo County Electrical Construction Industry Labor-Mgmnt Cooperation Trust (EIN 936296324) - 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

Phone

6503283100

Tax Period

2024-01-01 to 2024-12-31

San Mateo County Electrical Construction Industry Labor-Mgmnt Cooperation Trust, founded in 1995, is a small nonprofit that reported $751K in total revenue in fiscal year 2024. Revenue decreased 7% compared to the prior year. The organization ran a surplus of $536K, a strong 71% operating margin.

Mission

The Organization's mission is to improve relations in the electrical construction industry between unionized employees and the related electrical contractor employers as well as providing substance abuse programs for unionized employees.

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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 $440,044

Program Service Revenue $143,452

Investment Income $167,159

Other Revenue $0

TOTAL REVENUE $750,655

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $214,233

TOTAL EXPENSES $214,233

Year-over-Year Comparison

	2024	2023	Change
Revenue	$750,655	$802,939	-0.1%
Expenses	$214,233	$269,727	-0.2%
Net Income	$536,422	$533,212	+0.0%

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

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
Steve Pellizzari	Trustee	1.00	Director	$0	$0	$0
William Kuhr	Trustee	1.00	Director	$0	$0	$0
David Mauro	Trustee	1.00	Director	$0	$0	$0
Scott Wein	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
2024	$750,655	$214,233	$5,570,278	$536,422
2023	$802,939	$269,727	$5,044,402	$533,212
2022	$616,986	$197,586	$4,497,498	$419,400
2021	$782,975	$173,681	$4,075,817	$609,294
2020	$728,841	$302,257	$3,471,222	$426,584
2019	$993,264	$261,682	$3,025,414	$731,582
2018	$866,530	$271,870	$2,296,977	$594,660

San Mateo County Electrical Construction Industry Labor-Mgmnt Cooperation Trust