CALIFORNIA SVC EMPLOYEES HEALTH & WELFARE TRUST FUND

EIN: 941206350

BRISBANE, CA

Total Revenue
$149,215,716
Total Expenses
$133,172,405
Total Assets
$181,327,371
Net Assets
$156,617,660
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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
1951
Legal Domicile
CA
Principal Officer
MARK SHARWOOD
Phone
6505707300
Tax Period
2024-05-01 to 2025-04-30

CALIFORNIA SVC EMPLOYEES HEALTH & WELFARE TRUST FUND, founded in 1951, is a major nonprofit that reported $149.2M in total revenue in fiscal year 2024. Expenses of $133.2M left a modest 11% surplus.

Mission

TO PROVIDE HEALTH AND WELFARE BENEFITS TO ELIGIBLE MEMBERS AND THEIR DEPENDENTS.

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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%)

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Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $0
Program Service Revenue $141,447,159
Investment Income $7,020,194
Other Revenue $748,363
TOTAL REVENUE $149,215,716

Expense Breakdown

Grants Paid $0
Salaries & Benefits $835,207
Fundraising Expenses $0
Other Expenses $2,990,642
TOTAL EXPENSES $133,172,405

Year-over-Year Comparison

2024 2023 Change
Revenue $149,215,716 $143,182,664 +0.0%
Expenses $133,172,405 $122,650,260 +0.1%
Net Income $16,043,311 $20,532,404 -0.2%
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

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Governance

Voting Members
8
Independent Members
N/A
Employees
26
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
0
$0
Total Directors
8
$183,249
Key Employees
0
$0
Highest Compensated
1
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
VIRGINIA VIGIL HEALTH & WELFARE COORDINATOR 40.0
Highest
$187,871 $81,938 $269,809
RAYMOND NANN ALTERNATE TRUSTEE 5.0
Director
$18,000 $43,083 $61,083
LARRY T SMITH TRUSTEE 5.0
Director
$18,000 $43,083 $61,083
JAMES ALTIERI ALTERNATE TRUSTEE 5.0
Director
$18,000 $43,083 $61,083
DAVID HUERTA TRUSTEE 0.3
Director
$0 $0 $0
MARK SHARWOOD TRUSTEE - CHAIRMAN 0.5
Director
$0 $0 $0
CHRISTOPHER BOUVIER TRUSTEE 0.5
Director
$0 $0 $0
LUIS FUENTES ALTERNATE TRUSTEE 0.5
Director
$0 $0 $0
Mark Langermann ALTERNATE TRUSTEE - EFF.5/1/25 5.0
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 $149,215,716 $133,172,405 $181,327,371 $16,043,311
2024 $143,182,664 $122,650,260 $160,648,171 $20,532,404
2023 $123,692,713 $119,590,288 $144,061,939 $4,102,425
2022 $124,604,364 $116,388,565 $141,507,626 $8,215,799
2021 $112,984,287 $125,238,580 $144,221,423 $-12,254,293
2020 $122,961,716 $120,023,332 $158,671,520 $2,938,384
2019 $123,712,915 $118,292,915 $152,179,225 $5,420,000
2018 $118,548,656 $116,709,817 $145,264,822 $1,838,839
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