ELECTRICAL WORKERS HEALTH AND WELFARE TRUST FUND

EIN: 946085740

PLEASANTON, CA

Total Revenue
$47,221,038
Total Expenses
$48,846,315
Total Assets
$76,483,857
Net Assets
$59,271,305
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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
1955
Legal Domicile
CA
Principal Officer
GREG ARMSTRONG
Phone
9252089999
Tax Period
2024-02-01 to 2025-01-31

ELECTRICAL WORKERS HEALTH AND WELFARE TRUST FUND, founded in 1955, is a mid-sized nonprofit that reported $47.2M in total revenue in fiscal year 2024.

Mission

TO PROVIDE HEALTH BENEFITS TO PARTICIPANTS ON WHOSE BEHALF EMPLOYERS CONTRIBUTE IN ACCORDANCE WITH THEIR COLLECTIVE BARGAINING AGREEMENT.

Program Service Accomplishments

Program 1

TO PROVIDE HEALTH BENEFITS TO PARTICIPANTS ON WHOSE BEHALF EMPLOYERS CONTRIBUTE IN ACCORDANCE WITH THEIR COLLECTIVE BARGAINING AGREEMENT.

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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 $45,361,567
Investment Income $1,859,471
Other Revenue $0
TOTAL REVENUE $47,221,038

Expense Breakdown

Grants Paid $0
Salaries & Benefits $0
Fundraising Expenses $0
Other Expenses $1,803,816
TOTAL EXPENSES $48,846,315

Year-over-Year Comparison

2024 2023 Change
Revenue $47,221,038 $45,677,516 +0.0%
Expenses $48,846,315 $42,908,391 +0.1%
Net Income $-1,625,277 $2,769,125 -1.6%
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
9
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
9
$958,723
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
GREG BONATO LABOR TRUSTEE 1.0
Director
$0 $91,132 $323,487
JASON GUMATAOTAO LABOR TRUSTEE 1.0
Director
$0 $91,132 $293,651
GORGINA HALAUFIA LABOR TRUSTEE 1.0
Director
$0 $91,132 $293,600
DUSTIN BAKER LABOR TRUSTEE 1.0
Director
$0 $10,077 $29,145
JOHN AGUILERA LABOR TRUSTEE 1.0
Director
$0 $6,659 $18,840
GREG ARMSTRONG MANAGEMENT TRUSTEE 1.0
Director
$0 $0 $0
MICHAEL BOEHMER MANAGEMENT TRUSTEE 1.0
Director
$0 $0 $0
CHUCK NUNEZ MANAGEMENT TRUSTEE 1.0
Director
$0 $0 $0
SCOT VANBUSKIRK MANAGEMENT TRUSTEE 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 $47,221,038 $48,846,315 $76,483,857 $-1,625,277
2024 $45,677,516 $42,908,391 $76,744,313 $2,769,125
2023 $46,404,305 $41,931,773 $74,774,734 $4,472,532
2022 $47,574,922 $41,882,060 $71,350,255 $5,692,862
2021 $44,810,619 $40,637,822 $67,733,753 $4,172,797
2020 $49,470,338 $43,550,510 $64,630,931 $5,919,828
2019 $44,853,835 $40,175,456 $54,806,386 $4,678,379
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