SO CAL GLAZIERS ARCHITECTURAL METAL & GLASS WORKERS HEALTH & WELFARE PLAN (EIN 953040229) - 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

ROCIO MORENO

Phone

6262793054

Tax Period

2023-01-01 to 2023-12-31

SO CAL GLAZIERS ARCHITECTURAL METAL & GLASS WORKERS HEALTH & WELFARE PLAN, founded in 1953, is a mid-sized nonprofit that reported $18.2M in total revenue in fiscal year 2023.

Mission

GROUP HEALTH AND WELFARE BENEFITS FOR MEMBERS.

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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 $17,618,408

Investment Income $575,906

Other Revenue $0

TOTAL REVENUE $18,194,314

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $389,204

TOTAL EXPENSES $19,299,140

Year-over-Year Comparison

	2023	2022	Change
Revenue	$18,194,314	$18,090,899	+0.0%
Expenses	$19,299,140	$19,495,789	0.0%
Net Income	$-1,104,826	$-1,404,890	-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

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
TOM LACKEY	EMPLOYER TRUSTEE	4.0	Director	$0	$0	$0
DEVENEY PULA	EMPLOYER TRUSTEE	4.0	Director	$0	$0	$0
STEVE SICILIANI	EMPLOYER TRUSTEE	4.0	Director	$0	$0	$0
PAUL SHERRIN	EMPLOYER TRUSTEE	4.0	Director	$0	$0	$0
SAM ALVAREZ	UNION TRUSTEE	4.0	Director	$0	$0	$0
RONNIE MARTINEZ	UNION TRUSTEE	4.0	Director	$0	$0	$0
ANA HANSON	UNION TRUSTEE	4.0	Director	$0	$0	$0
LUIS F ROBLES	UNION TRUSTEE	4.0	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	$18,194,314	$19,299,140	$24,945,068	$-1,104,826
2022	$18,090,899	$19,495,789	$25,484,105	$-1,404,890
2021	$20,946,347	$19,967,386	$29,114,155	$978,961
2020	$21,126,721	$20,603,998	$30,169,213	$522,723
2019	$21,037,694	$19,247,639	$29,156,951	$1,790,055
2018	$16,840,391	$15,203,398	$23,821,160	$1,636,993

SO CAL GLAZIERS ARCHITECTURAL METAL & GLASS WORKERS HEALTH & WELFARE PLAN