ELECTRICAL WORKERS HEALTH AND WELFARE TRUST FUND FOR SAN FRANCISCO

EIN: 946061762

SAN FRANCISCO, CA

Total Revenue
$53,777,337
Total Expenses
$57,391,081
Total Assets
$86,710,225
Net Assets
$64,987,222
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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
CA
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.

Program Service Accomplishments

Program 1

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%)

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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

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Governance

Voting Members
10
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
0
$0
Total Directors
10
$0
Key Employees
0
$0
Highest Compensated
0
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
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