CALIFORNIA TEACHERS ASSOC EMPLOYEES' HEALTH AND WELFARE BENEFITS TRUST

EIN: 946667029

ALAMEDA, CA

Total Revenue
$25,278,962
Total Expenses
$31,243,895
Total Assets
$17,848,862
Net Assets
$12,813,454
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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
1993
Legal Domicile
CA
Principal Officer
LESLIE LITTMAN
Phone
4155467800
Tax Period
2023-09-01 to 2024-08-31

CALIFORNIA TEACHERS ASSOC EMPLOYEES' HEALTH AND WELFARE BENEFITS TRUST, founded in 1993, is a mid-sized nonprofit that reported $25.3M in total revenue in fiscal year 2023. Expenses of $31.2M exceeded revenue, resulting in a 24% operating deficit.

Mission

PROVIDED HEALTH AND WELFARE BENEFITS TO ELIGIBLE ACTIVE AND RETIRED PARTICIPANTS AND THEIR DEPENDENTS IN THIS MULTIEMPLOYER PLAN.

Program Service Accomplishments

Program 1

PROVIDED HEALTH AND WELFARE BENEFITS TO ELIGIBLE ACTIVE AND RETIRED 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 (2023)

Revenue Breakdown

Contributions & Grants $0
Program Service Revenue $24,353,597
Investment Income $925,365
Other Revenue $0
TOTAL REVENUE $25,278,962

Expense Breakdown

Grants Paid $0
Salaries & Benefits $0
Fundraising Expenses $0
Other Expenses $1,795,152
TOTAL EXPENSES $31,243,895

Year-over-Year Comparison

2023 2022 Change
Revenue $25,278,962 $25,194,319 +0.0%
Expenses $31,243,895 $27,429,014 +0.1%
Net Income $-5,964,933 $-2,234,695 +1.7%
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
2
$0
Total Directors
10
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
David Goldberg TRUSTEE 2.0
Director
$0 $0 $0
Jake Anderson Co-Chairman 3.0
Officer Director
$0 $0 $0
Halimah Mekki Trustee 2.0
Director
$0 $0 $0
LESLIE LITTMAN CHAIR 3.0
Officer Director
$0 $0 $0
WEI PAN TRUSTEE 2.0
Director
$0 $0 $0
SARA VEGA-JUNGE TRUSTEE 2.0
Director
$0 $0 $0
Adrian Alvarado TRUSTEE EFF. 08/2024 2.0
Director
$0 $0 $0
Tina McKenzie TRUSTEE EFF. 08/2024 2.0
Director
$0 $0 $0
Michael Shon Baxter TRUSTEE END 08/2024 2.0
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 No data No data No data No data
2024 $27,188,232 $29,174,191 $20,992,807 $-1,985,959
2024 $25,278,962 $31,243,895 $17,848,862 $-5,964,933
2023 $25,194,319 $27,429,014 $20,419,089 $-2,234,695
2022 $24,913,599 $26,823,271 $22,468,896 $-1,909,672
2021 $24,787,505 $24,700,490 $27,598,780 $87,015
2020 $23,858,867 $23,206,699 $25,674,966 $652,168
2019 $25,309,554 $24,671,077 $23,996,940 $638,477
2018 $25,409,995 $23,577,315 $23,135,659 $1,832,680
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