Southern California Bakery & Confe… - Form 990 Financial Data

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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

1967

Legal Domicile

Principal Officer

JAMES HAM

Phone

8003880508

Tax Period

2023-08-01 to 2024-07-31

Southern California Bakery & Confectionery Union and Industry Welfare Fund, founded in 1967, is a community nonprofit that reported $9.6M in total revenue in fiscal year 2023. Revenue decreased 6% compared to the prior year.

Mission

TO PROVIDE HEALTH AND WELFARE BENEFITS TO ELIGIBLE EMPLOYEES AND THEIR DEPENDENTS.

Program Service Accomplishments

Program 1

TO PROVIDE HEALTH AND WELFARE BENEFITS TO ELIGIBLE EMPLOYEES AND THEIR DEPENDENTS.

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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 $9,368,500

Investment Income $195,700

Other Revenue $0

TOTAL REVENUE $9,564,200

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $712,150

TOTAL EXPENSES $9,755,147

Year-over-Year Comparison

	2023	2022	Change
Revenue	$9,564,200	$10,162,812	-0.1%
Expenses	$9,755,147	$10,330,474	-0.1%
Net Income	$-190,947	$-167,662	+0.1%

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

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
DOYLE TOWNSON	UNION TRUSTEE	1.0	Director	$0	$0	$0
JAMES R HAM	EMPLOYER TRUSTEE	1.0	Director	$0	$0	$0
DOMINIC CALARCO	EMPLOYER TRUSTEE	1.0	Director	$0	$0	$0
KELLY DRYDEN	EMPLOYER TRUSTEE	1.0	Director	$0	$0	$0
JOHN ONTIVEROS	EMPLOYER TRUSTEE	1.0	Director	$0	$0	$0
CYNTHIA VASQUEZ	UNION TRUSTEE	1.0	Director	$0	$0	$0
ADAM TOWNSON	UNION TRUSTEE	1.0	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	$9,564,200	$9,755,147	$8,420,151	$-190,947
2023	$10,162,812	$10,330,474	$8,504,710	$-167,662
2022	$10,279,412	$10,408,306	$8,703,628	$-128,894
2021	$10,086,952	$10,048,200	$9,192,700	$38,752
2020	$9,673,912	$9,189,926	$8,898,433	$483,986
2019	$9,588,733	$8,598,316	$8,215,473	$990,417
2018	$10,091,244	$9,289,539	$7,094,342	$801,705

Southern California Bakery & Confectionery Union and Industry Welfare Fund