CALIFORNIA METAL TRADES ASSOCIATIO… - Form 990 Financial Data

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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

1949

Legal Domicile

Principal Officer

THOMAS A DILLON

Phone

6505588384

Tax Period

2023-10-01 to 2024-09-30

CALIFORNIA METAL TRADES ASSOCIATION TRUST, founded in 1949, is a micro nonprofit that reported $404 in total revenue in fiscal year 2023. Revenue fell 71% from the prior year — a significant decline worth monitoring. Expenses of $22K exceeded revenue, resulting in a 5452% operating deficit.

Mission

TO PROVIDE GROUP HEALTH INSURANCE TO THE EMPLOYEES OF SUBSCRIBING FIRMS AT GROUP RATES.

Program Service Accomplishments

Program 1

HOSPITAL, HMO, MEDICAL, DENTAL, LIFE AND DEATH AND DISMEMBERMENT INSURANCE PREMIUMS PAID ON BEHALF OF MEMBER SUBSCRIBERS.

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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 (2023)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $0

Investment Income $404

Other Revenue $0

TOTAL REVENUE $404

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $22,429

TOTAL EXPENSES $22,429

Year-over-Year Comparison

	2023	2022	Change
Revenue	$404	$1,406	-0.7%
Expenses	$22,429	$148,971	-0.8%
Net Income	$-22,025	$-147,565	-0.9%

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

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
BOB DATHE	PRESIDENT	4.00	Officer 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
2024	$404	$22,429	$53,160	$-22,025
2023	$1,406	$148,971	$73,834	$-147,565
2022	$301,043	$382,111	$468,310	$-81,068
2021	$1,300,904	$1,399,004	$568,531	$-98,100
2020	$1,581,134	$1,219,956	$717,675	$361,178
2019	$1,810,372	$1,800,631	$747,156	$9,741
2018	$1,863,727	$2,042,025	$726,866	$-178,298

CALIFORNIA METAL TRADES ASSOCIATION TRUST