SOLANO-NAPA COUNTIES ELECTRICAL WORKERS HEALTH AND WELFARE TRUST

EIN: 946085742 Mutual Benefit

PLEASANTON, CA

Total Revenue
$10,108,276
Total Expenses
$9,516,454
Total Assets
$21,001,336
Net Assets
$17,644,290
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Financial Vulnerability Assessment (Tuckman-Chang)

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Financial Trends

Organization Details

Formation Year
1954
Legal Domicile
CA
Principal Officer
HERB WATTS
Phone
9252089999
Tax Period
2024-02-01 to 2025-01-31

SOLANO-NAPA COUNTIES ELECTRICAL WORKERS HEALTH AND WELFARE TRUST, founded in 1954, is a mid-sized nonprofit in the Mutual Benefit sector that reported $10.1M in total revenue in fiscal year 2024. Expenses of $9.5M left a modest 6% surplus.

Mission

TO PROVIDE HEALTH AND WELFARE BENEFITS TO PARTICIPANTS AND THEIR DEPENDENTS IN THIS MULTIEMPLOYER PLAN.

Program Service Accomplishments

Program 1

THE PLAN PROVIDED MEDICAL, DENTAL, AND LIFE INURANCE BENEFITS TO ITS PARTICIPANTS AND THEIR DEPENDENTS IN THIS MULTIEMPLOYER PLAN.

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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 $9,638,085
Investment Income $470,191
Other Revenue $0
TOTAL REVENUE $10,108,276

Expense Breakdown

Grants Paid $0
Salaries & Benefits $1,134
Fundraising Expenses $0
Other Expenses $713,181
TOTAL EXPENSES $9,516,454

Year-over-Year Comparison

2024 2023 Change
Revenue $10,108,276 $10,477,441 0.0%
Expenses $9,516,454 $9,156,950 +0.0%
Net Income $591,822 $1,320,491 -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

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Liquidity & Cash Position

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Governance

Voting Members
8
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
2
$0
Total Directors
9
$1,134
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
JOSHUA WATTS TRUSTEE 1.0
Director
$1,134 $0 $1,134
HERB WATTS CO-CHAIR 10.0
Officer Director
$0 $0 $0
GREG ARMSTRONG CO-CHAIR 1.0
Officer Director
$0 $0 $0
TIFFANY KUEHL TRUSTEE 1.0
Director
$0 $0 $0
STACY WALLACE TRUSTEE 1.0
Director
$0 $0 $0
SCOT VANBUSKIRK TRUSTEE 1.0
Director
$0 $0 $0
JEREMY PECONOM TRUSTEE 1.0
Director
$0 $0 $0
PATTI LONG TRUSTEE 1.0
Director
$0 $0 $0
SEE SCHED O FOR COMPENSATION PAID BY RELATED ORGANIZATIONS 0.0
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 $10,108,276 $9,516,454 $21,001,336 $591,822
2024 $10,477,441 $9,156,950 $20,021,594 $1,320,491
2023 $8,368,629 $7,861,475 $17,988,440 $507,154
2022 $7,742,801 $7,186,961 $18,329,081 $555,840
2021 $8,328,674 $7,373,819 $18,698,312 $954,855
2020 $9,232,056 $7,991,115 $17,819,344 $1,240,941
2019 $9,289,625 $8,466,116 $16,052,822 $823,509
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