SACRAMENTO INDEPENDENT HOTEL RESTAURANT & TAVERN EMPLOYEES WELFARE TRUST (EIN 946277871) - 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

1966

Legal Domicile

Principal Officer

MATTHEW WALKER

Phone

6302365100

Tax Period

2022-07-01 to 2023-06-30

SACRAMENTO INDEPENDENT HOTEL RESTAURANT & TAVERN EMPLOYEES WELFARE TRUST, founded in 1966, is a community nonprofit that reported $5.1M in total revenue in fiscal year 2022. Revenue fell 24% from the prior year — a significant decline worth monitoring.

Mission

TO PROVIDE HEALTH AND WELFARE BENEFITS FOR ELIGIBLE PARTICIPANTS COVERED BY THE COLLECTIVE BARGAINING AGREEMENTS BETWEEN THE UNION AND EMPLOYERS OR EMPLOYER ASSOCIATIONS SIGNATORY TO THE AGREEMENTS.

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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 (2022)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $4,671,119

Investment Income $365,371

Other Revenue $15,788

TOTAL REVENUE $5,052,278

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $570,339

TOTAL EXPENSES $5,234,130

Year-over-Year Comparison

	2022	2021	Change
Revenue	$5,052,278	$6,628,002	-0.2%
Expenses	$5,234,130	$5,586,637	-0.1%
Net Income	$-181,852	$1,041,365	-1.2%

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

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
REGINA LONGO	TRUSTEE	1.00	Director	$0	$0	$0
AAMIR DEEN	TRUSTEE	1.00	Director	$0	$0	$0
ALEJANDRO RAYBURN	TRUSTEE	1.00	Director	$0	$0	$0
JEROEN GERRESE	TRUSTEE	1.00	Director	$0	$0	$0
MARTA RODRIGUEZ	TRUSTEE	1.00	Director	$0	$0	$0
SANDRA PARKER	TRUSTEE	1.00	Director	$0	$0	$0
TY HUDSON	TRUSTEE	1.00	Director	$0	$0	$0
BOBBY WALIA	TRUSTEE	1.00	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
2023	$547,988	$788,126	No data	$-240,138
2023	$5,052,278	$5,234,130	$11,185,841	$-181,852
2022	$6,628,002	$5,586,637	$11,763,035	$1,041,365
2021	$4,996,169	$6,303,761	$12,050,867	$-1,307,592
2020	$10,062,754	$10,697,390	$13,597,078	$-634,636
2019	$11,102,719	$8,878,830	$13,933,094	$2,223,889
2018	$12,069,226	$11,399,784	$11,775,455	$669,442

SACRAMENTO INDEPENDENT HOTEL RESTAURANT & TAVERN EMPLOYEES WELFARE TRUST