San Diego UNITE - HERE Health Fund (EIN 951708883) - 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

BENESYS ADMINISTRATORS

Phone

6198491060

Tax Period

2024-01-01 to 2024-12-31

San Diego UNITE - HERE Health Fund, founded in 1952, is a mid-sized nonprofit that reported $46.6M in total revenue in fiscal year 2024. Revenue grew 9% year-over-year, indicating healthy expansion. The organization ran a surplus of $9.3M, a strong 20% operating margin.

Mission

HEALTH TRUST FUND

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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 (2024)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $45,308,997

Investment Income $1,263,111

Other Revenue $0

TOTAL REVENUE $46,572,108

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $1,371,781

TOTAL EXPENSES $37,269,373

Year-over-Year Comparison

	2024	2023	Change
Revenue	$46,572,108	$42,863,709	+0.1%
Expenses	$37,269,373	$35,104,601	+0.1%
Net Income	$9,302,735	$7,759,108	+0.2%

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

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
BRIGETTE BROWNING	TRUSTEE	2.0	Director	$0	$0	$0
JORGE ARELLANO	TRUSTEE	2.0	Director	$0	$0	$0
KAREN BETTENCOURT	TRUSTEE	2.0	Director	$0	$0	$0
JULIE FALLON	TRUSTEE	2.0	Director	$0	$0	$0
JAN COPPOLA	TRUSTEE	2.0	Director	$0	$0	$0
Noel Lecaros	TRUSTEE	2.0	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	$46,572,108	$37,269,373	$59,727,143	$9,302,735
2023	$42,863,709	$35,104,601	$52,409,146	$7,759,108
2022	$39,925,799	$31,727,840	$39,637,816	$8,197,959
2021	$25,296,492	$26,377,549	$33,809,020	$-1,081,057
2020	$19,459,451	$28,136,057	$32,005,890	$-8,676,606
2019	$39,743,745	$36,438,603	$45,612,356	$3,305,142
2018	$37,161,072	$30,325,644	$37,036,818	$6,835,428

San Diego UNITE - HERE Health Fund