Pacific Coast Shipyards Metal Trades Trust Fund (EIN 941248513) - Form 990 Financial Analysis & Trantor Score

🔒

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

Financial Trends

Organization Details

Formation Year

1953

Legal Domicile

Principal Officer

TJ RIORDAN

Phone

9253987056

Tax Period

2024-04-01 to 2025-03-31

Pacific Coast Shipyards Metal Trades Trust Fund, founded in 1953, is a community nonprofit that reported $2.6M in total revenue in fiscal year 2024. Expenses of $2.9M exceeded revenue, resulting in a 12% operating deficit.

Mission

TO PROVIDE HEALTH BENEFITS TO ELIGIBLE EMPLOYEES AND THEIR 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%)

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $2,265,992

Investment Income $323,837

Other Revenue $0

TOTAL REVENUE $2,589,829

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $529,532

TOTAL EXPENSES $2,905,384

Year-over-Year Comparison

	2024	2023	Change
Revenue	$2,589,829	$2,672,083	0.0%
Expenses	$2,905,384	$2,804,498	+0.0%
Net Income	$-315,555	$-132,415	+1.4%

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

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
JEFF OWEN	TRUSTEE - CHAIRMAN	0.5	Officer Director	$0	$0	$0
D CARL HANSON	TRUSTEE - CO-CHAIRMAN	0.5	Officer Director	$0	$0	$0
Grant Zadow	Trustee	0.5	Director	$0	$0	$0
Richard Morales	TRUSTEE	0.5	Director	$0	$0	$0
Peter Blake	Trustee	0.5	Director	$0	$0	$0
KAL ROHDE	TrustEE	0.5	Director	$0	$0	$0
Mike grabowski	Trustee	0.5	Director	$0	$0	$0
Robert Scott	Trustee	0.5	Director	$0	$0	$0
Gary Powers	Trustee	0.5	Director	$0	$0	$0
See Sch O for compensation	Paid by related organizatiONS	0.0	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	$2,589,829	$2,905,384	$6,831,116	$-315,555
2024	$2,672,083	$2,804,498	$7,089,406	$-132,415
2023	$2,399,622	$2,597,541	$6,936,663	$-197,919
2022	$3,027,658	$2,833,523	$7,415,687	$194,135
2021	$3,418,023	$3,144,085	$7,459,073	$273,938
2020	$2,749,117	$2,860,987	$6,848,360	$-111,870
2019	$3,050,511	$3,219,567	$7,643,235	$-169,056

Pacific Coast Shipyards Metal Trades Trust Fund