NORTHERN CALIFORNIA PLASTERERS HEALTH AND WELFARE TRUST FUND (EIN 946251593) - 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

1953

Legal Domicile

Principal Officer

NANCY BRINKERHOFF

Phone

9258337300

Tax Period

2023-07-01 to 2024-06-30

NORTHERN CALIFORNIA PLASTERERS HEALTH AND WELFARE TRUST FUND, founded in 1953, is a mid-sized nonprofit that reported $11.8M in total revenue in fiscal year 2023.

Mission

TO PROVIDE HEALTH AND WELFARE BENEFITS TO 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%)

Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $10,915,130

Investment Income $837,225

Other Revenue $9,357

TOTAL REVENUE $11,761,712

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $652,509

TOTAL EXPENSES $12,269,283

Year-over-Year Comparison

	2023	2022	Change
Revenue	$11,761,712	$10,944,644	+0.1%
Expenses	$12,269,283	$11,417,136	+0.1%
Net Income	$-507,571	$-472,492	+0.1%

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

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
NANCY BRINKERHOFF	CHAIR	1.0	Officer Director	$0	$0	$0
ISRAEL VARGAS	CO-CHAIR	1.0	Officer Director	$0	$0	$0
EMILIO ALDANA	TRUSTEE	1.0	Director	$0	$0	$0
SHAWNA ALVARADO	TRUSTEE	1.0	Director	$0	$0	$0
ROGER HENLEY	TRUSTEE	1.0	Director	$0	$0	$0
CALEB MATHENY	TRUSTEE	1.0	Director	$0	$0	$0
JAMES RUANE	TRUSTEE	1.0	Director	$0	$0	$0
MARSHALL VASQUEZ	TRUSTEE	1.0	Director	$0	$0	$0
SEE SCH 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	No data	No data	No data	No data
2024	$11,761,712	$12,269,283	$25,359,689	$-507,571
2023	$10,944,644	$11,417,136	$24,365,240	$-472,492
2022	$13,707,025	$12,178,592	$25,275,521	$1,528,433
2021	$14,011,943	$13,835,886	$26,810,682	$176,057
2020	$14,117,971	$12,748,674	$25,717,738	$1,369,297
2019	$14,177,946	$12,304,391	$24,262,168	$1,873,555
2018	$11,057,608	$10,791,222	$20,685,423	$266,386

NORTHERN CALIFORNIA PLASTERERS HEALTH AND WELFARE TRUST FUND