SOUTHERN CALIF SOFT DRINK INDUSTRY HEALTH AND WELFARE TRUST FUND (EIN 953248029) - Form 990 Financial Analysis & Trantor Score

🔒

Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Financial Trends

Organization Details

Formation Year

1979

Legal Domicile

Principal Officer

PHILIP COOPER

Phone

6264641080

Tax Period

2024-07-01 to 2025-06-30

SOUTHERN CALIF SOFT DRINK INDUSTRY HEALTH AND WELFARE TRUST FUND, founded in 1979, is a mid-sized nonprofit that reported $28.6M in total revenue in fiscal year 2024.

Mission

PROVIDE HEALTH AND WELFARE BENEFITS TO ELIGIBLE PARTICIPANTS.

🔒

Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

Sign in to view Trantor Score and financial metrics

Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $27,817,449

Investment Income $770,634

Other Revenue $0

TOTAL REVENUE $28,588,083

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $28,086,891

Other Expenses $1,036,677

TOTAL EXPENSES $28,086,891

Year-over-Year Comparison

	2024	2023	Change
Revenue	$28,588,083	$27,929,159	+0.0%
Expenses	$28,086,891	$26,519,096	+0.1%
Net Income	$501,192	$1,410,063	-0.6%

Key Indicators

✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✗ Schedule B Required

🔒

Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

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
ROBERT GRAHAM	TRUSTEE	1.00	Director	$0	$0	$0
JEFF CARLSEN	TRUSTEE	1.00	Director	$0	$0	$0
PHILIP COOPER	TRUSTEE	1.00	Director	$0	$0	$0
JUAN MEDINA	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
2025	$28,588,083	$28,086,891	$23,442,717	$501,192
2024	$27,929,159	$26,519,096	$22,586,704	$1,410,063
2023	$28,019,790	$26,341,062	$21,273,297	$1,678,728
2022	$28,474,883	$28,561,939	$20,055,141	$-87,056
2021	$26,033,466	$25,744,018	$19,629,987	$289,448
2020	$24,709,905	$22,351,449	$18,377,440	$2,358,456
2019	$24,448,274	$22,094,999	$15,878,891	$2,353,275
2018	$24,712,362	$21,678,914	$13,555,238	$3,033,448

SOUTHERN CALIF SOFT DRINK INDUSTRY HEALTH AND WELFARE TRUST FUND