Office Employees Insurance Trust Fund Of California (EIN 946102898) - 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

1952

Legal Domicile

Principal Officer

John Hadzess

Phone

5104334470

Tax Period

2023-11-01 to 2024-10-31

Office Employees Insurance Trust Fund Of California, founded in 1952, is a community nonprofit that reported $6.5M in total revenue in fiscal year 2023.

Mission

To provide health and welfare benefits

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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 $6,473,515

Investment Income $37,544

Other Revenue $162

TOTAL REVENUE $6,511,221

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $366,699

TOTAL EXPENSES $6,584,976

Year-over-Year Comparison

	2023	2022	Change
Revenue	$6,511,221	$6,055,591	+0.1%
Expenses	$6,584,976	$6,248,003	+0.1%
Net Income	$-73,755	$-192,412	-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

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

$141,502

Total Directors

$270,513

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Natalie Naylor	Chair	5.00	Officer Director	$0	$39,074	$141,502
Jane Bosio	Trustee	5.00	Director	$0	$39,074	$129,011
Gene Price	Co-Chair	5.00	Officer Director	$0	$0	$0
John Hadzess	Trustee	5.00	Director	$0	$0	$0
Charlie Warren	Trustee	5.00	Director	$0	$0	$0
Loretta Ramirez	Trustee	5.00	Director	$0	$0	$0
Rosemarie Boothe-Bey	Trustee	5.00	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	$6,511,221	$6,584,976	$2,593,694	$-73,755
2023	$6,055,591	$6,248,003	$2,542,404	$-192,412
2022	$7,460,138	$6,887,828	$2,756,542	$572,310
2021	$7,323,621	$7,472,252	$2,395,508	$-148,631
2020	$7,914,944	$8,067,693	$2,466,367	$-152,749
2019	$8,151,751	$8,243,939	$2,603,862	$-92,188
2018	$7,766,352	$7,634,896	$2,616,301	$131,456

Office Employees Insurance Trust Fund Of California