ELECTRICAL WORKERS HEALTH AND WELFARE TRUST FUND FOR SAN FRANCISCO (EIN 946061762) - 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

1953

Legal Domicile

Principal Officer

JOHN DOHERTY

Phone

4152633670

Tax Period

2024-02-01 to 2025-01-31

ELECTRICAL WORKERS HEALTH AND WELFARE TRUST FUND FOR SAN FRANCISCO, founded in 1953, is a mid-sized nonprofit that reported $53.8M in total revenue in fiscal year 2024.

Mission

TO PROVIDE INSURANCE COVERAGE TO PARTICIPANTS AND FAMILY MEMBERS FROM CONTRIBUTIONS PAID BY EMPLOYERS IN ACCORDANCE WITH PLAN PROVISIONS.

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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 $49,597,682

Investment Income $4,179,655

Other Revenue $0

TOTAL REVENUE $53,777,337

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $2,233,868

TOTAL EXPENSES $57,391,081

Year-over-Year Comparison

	2024	2023	Change
Revenue	$53,777,337	$51,731,814	+0.0%
Expenses	$57,391,081	$53,423,081	+0.1%
Net Income	$-3,613,744	$-1,691,267	+1.1%

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

N/A

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
LEONARD LYNCH	TRUSTEE	1.0	Director	$0	$0	$0
JAMES REED	TRUSTEE	1.0	Director	$0	$0	$0
JOHN DOHERTY	TRUSTEE	1.0	Director	$0	$0	$0
JOSE ALMANZA	TRUSTEE	1.0	Director	$0	$0	$0
DAN VOGL	TRUSTEE	1.0	Director	$0	$0	$0
CARLOS SALAZAR	TRUSTEE	1.0	Director	$0	$0	$0
RUSSELL AU YEUNG	TRUSTEE	1.0	Director	$0	$0	$0
JUSTIN SAROYAN	TRUSTEE	1.0	Director	$0	$0	$0
BRENDAN GREENE	TRUSTEE	1.0	Director	$0	$0	$0
TOM COLEMAN	TRUSTEE (TERMED)	1.0	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	$53,777,337	$57,391,081	$86,710,225	$-3,613,744
2024	$51,731,814	$53,423,081	$86,118,764	$-1,691,267
2023	$45,396,242	$48,973,369	$89,988,963	$-3,577,127
2022	$49,849,455	$47,914,309	$101,740,447	$1,935,146
2021	$54,438,246	$47,050,748	$101,765,600	$7,387,498
2020	$66,865,495	$50,585,629	$92,365,396	$16,279,866
2020	$66,865,495	$50,585,629	$92,365,396	$16,279,866
2019	$59,261,245	$49,383,517	$73,028,392	$9,877,728

ELECTRICAL WORKERS HEALTH AND WELFARE TRUST FUND FOR SAN FRANCISCO