UA Local 467 Health and Welfare Trust Fund

EIN: 946415220

San Jose, CA

Total Revenue
$39,000,136
Total Expenses
$34,930,153
Total Assets
$66,925,201
Net Assets
$50,924,456
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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
CA
Principal Officer
MARK BURRI
Phone
4082884400
Tax Period
2023-01-01 to 2023-12-31

UA Local 467 Health and Welfare Trust Fund, founded in 1952, is a mid-sized nonprofit that reported $39.0M in total revenue in fiscal year 2023. Revenue grew 10% year-over-year, indicating healthy expansion. Expenses of $34.9M left a modest 10% surplus.

Mission

PROVIDE HEALTH AND WELFARE BENEFITS TO PARTICIPANTS AND THEIR DEPENDENTS IN ACCORDANCE WITH THE COLLECTIVE BARGAINING AGREEMENTS BETWEEN EMPLOYERS AND THE UNION.

Program Service Accomplishments

Program 1

PROVIDE HEALTH AND WELFARE BENEFITS TO PARTICIPANTS AND THEIR DEPENDENTS IN ACCORDANCE WITH THE COLLECTIVE BARGAINING AGREEMENTS BETWEEN EMPLOYERS AND THE UNION.

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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 (2023)

Revenue Breakdown

Contributions & Grants $0
Program Service Revenue $37,865,886
Investment Income $1,134,250
Other Revenue $0
TOTAL REVENUE $39,000,136

Expense Breakdown

Grants Paid $0
Salaries & Benefits $0
Fundraising Expenses $0
Other Expenses $907,108
TOTAL EXPENSES $34,930,153

Year-over-Year Comparison

2023 2022 Change
Revenue $39,000,136 $35,568,695 +0.1%
Expenses $34,930,153 $26,656,561 +0.3%
Net Income $4,069,983 $8,912,134 -0.5%
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
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
0
$0
Total Directors
8
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
MARK BURRI CHAIRMAN 5.0
Director
$0 $0 $0
PETE DUFAULT TRUSTEE 5.0
Director
$0 $0 $0
GARY SAUNDERS TRUSTEE 5.0
Director
$0 $0 $0
ERIC TASSIO TRUSTEE 5.0
Director
$0 $0 $0
ALEX HALL TRUSTEE 5.0
Director
$0 $0 $0
RON BELLANTI TRUSTEE 5.0
Director
$0 $0 $0
MICHAEL VLAMING TRUSTEE 5.0
Director
$0 $0 $0
KEN WESTPHAL TRUSTEE 5.0
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
2024 No data No data No data No data
2023 $39,000,136 $34,930,153 $66,925,201 $4,069,983
2022 $35,568,695 $26,656,561 $59,271,196 $8,912,134
2021 $34,021,536 $35,239,769 $57,950,683 $-1,218,233
2020 $31,092,803 $30,535,903 $55,466,981 $556,900
2020 $31,093,843 $28,789,169 $54,606,445 $2,304,674
2019 $34,047,497 $32,284,847 $51,270,368 $1,762,650
2018 $32,254,358 $31,288,398 $44,819,630 $965,960
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