ILWU-PMA WELFARE TRUST

EIN: 946068578

SAN FRANCISCO, CA

Total Revenue
$906,351,043
Total Expenses
$897,856,286
Total Assets
$236,588,998
Net Assets
$122,320,307
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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
1950
Legal Domicile
CA
Principal Officer
JOHN W BARTON
Phone
4156738500
Tax Period
2022-07-01 to 2023-06-30

ILWU-PMA WELFARE TRUST, founded in 1950, is a major nonprofit that reported $906.4M in total revenue in fiscal year 2022.

Mission

PROVIDE HEALTH AND WELFARE BENEFITS TO PARTICIPANTS AND DEPENDENTS.

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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 (2022)

Revenue Breakdown

Contributions & Grants $0
Program Service Revenue $905,816,547
Investment Income $534,496
Other Revenue $0
TOTAL REVENUE $906,351,043

Expense Breakdown

Grants Paid $0
Salaries & Benefits $7,305,513
Fundraising Expenses $0
Program Expenses $0
Other Expenses $49,951,280
TOTAL EXPENSES $897,856,286

Year-over-Year Comparison

2022 2021 Change
Revenue $906,351,043 $846,953,664 +0.1%
Expenses $897,856,286 $827,384,779 +0.1%
Net Income $8,494,757 $19,568,885 -0.6%
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
6
Independent Members
6
Employees
61
Volunteers
6

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
1
$331,632
Total Directors
6
$0
Key Employees
0
$0
Highest Compensated
5
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
JOHN W BARTON EXECUTIVE DIRECTOR 35.0
Officer
$232,836 $98,796 $331,632
SAMUEL ALVARADO AREA WELFARE DIRECTOR 35.0
Highest
$222,316 $95,803 $318,119
HUNNY POWELL AREA WELFARE DIRECTOR 35.0
Highest
$222,078 $95,748 $317,826
TAMIKO LOVE REPRESENTATIVE 35.0
Highest
$220,749 $95,443 $316,192
MARTHA A HENDRICKS AREA WELFARE DIRECTOR 35.0
Highest
$218,869 $95,010 $313,879
JOE A CABRALES AREA WELFARE DIRECTOR 35.0
Highest
$216,089 $94,244 $310,333
WILLIAM H HIRAI EMPLOYER TRUSTEE 5.0
Director
$0 $0 $0
ROBERT OLVERA JR UNION TRUSTEE 5.0
Director
$0 $0 $0
BETTYE PAGE-WILSON EMPLOYER TRUSTEE 5.0
Director
$0 $0 $0
FRANCISCO PONCE DE LEON III UNION TRUSTEE 5.0
Director
$0 $0 $0
MICHAEL H WECHSLER EMPLOYER TRUSTEE 5.0
Director
$0 $0 $0
CAMERON WILLIAMS UNION TRUSTEE 5.0
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 No data No data No data No data
2024 No data No data No data No data
2023 $906,351,043 $897,856,286 $236,588,998 $8,494,757
2022 $846,953,664 $827,384,779 $234,720,689 $19,568,885
2021 $811,138,825 $810,150,265 $214,629,772 $988,560
2020 $777,813,221 $775,521,790 $206,446,928 $2,291,431
2019 $810,084,740 $792,561,881 $202,696,748 $17,522,859
2018 $738,576,506 $743,018,739 $185,378,421 $-4,442,233
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