Electrical Industry Trust Fund For San Mateo County (EIN 946063405) - 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

1957

Legal Domicile

Principal Officer

William Kuhr

Phone

6503283100

Tax Period

2024-06-01 to 2025-05-31

Electrical Industry Trust Fund For San Mateo County, founded in 1957, is a community nonprofit that reported $1.0M in total revenue in fiscal year 2024. Revenue fell 22% from the prior year — a significant decline worth monitoring. Expenses of $854K left a modest 15% surplus.

Mission

To promote confidence and knowledge of the electrical construction industry and to promote codes and standards and to encourage all electrical work to be performed in the public interest.

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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 $795,903

Program Service Revenue $0

Investment Income $206,579

Other Revenue $0

TOTAL REVENUE $1,002,482

Expense Breakdown

Grants Paid $455,000

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $399,245

TOTAL EXPENSES $854,245

Year-over-Year Comparison

	2024	2023	Change
Revenue	$1,002,482	$1,288,567	-0.2%
Expenses	$854,245	$462,866	+0.8%
Net Income	$148,237	$825,701	-0.8%

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

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
David Chad	Trustee	1.00	Director	$0	$0	$0
Steve Pellizzari	Chairman	1.00	Director	$0	$0	$0
Brian Iwashita	Trustee	1.00	Director	$0	$0	$0
Tom Scherer	Trustee	1.00	Director	$0	$0	$0
Dennis Agresti	Trustee	1.00	Director	$0	$0	$0
William Kuhr	Administrator	5.00	Officer	$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	$1,002,482	$854,245	$7,620,955	$148,237
2024	$1,288,567	$462,866	$7,460,167	$825,701
2023	$987,205	$696,754	$6,621,051	$290,451
2022	$1,038,980	$526,964	$6,320,203	$512,016
2021	$1,240,727	$439,976	$5,810,833	$800,751
2020	$1,250,908	$599,529	$5,007,750	$651,379
2019	$1,680,086	$689,934	$4,359,537	$990,152

Electrical Industry Trust Fund For San Mateo County