SOUTHERN CALIFORNIA EDISON CO VEBA TR (EIN 954372792) - 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

1992

Legal Domicile

Principal Officer

ANDREA WOOD

Phone

6263022627

Tax Period

2023-01-01 to 2023-12-31

SOUTHERN CALIFORNIA EDISON CO VEBA TR, founded in 1992, is a mid-sized nonprofit that reported $25.3M in total revenue in fiscal year 2023. Revenue surged 482% from the prior year, signaling strong growth momentum.

Mission

THE ORGANIZATION IS ESTABLISHED TO PROVIDE POST-RETIREMENT HEALTH AND WELFARE BENEFITS TO ITS MEMBERS, WHICH ARE NOT EXCLUSIVELY PART OF A COLLECTIVELY BARGAINED 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%)

Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $0

Investment Income $22,199,606

Other Revenue $3,072,761

TOTAL REVENUE $25,272,367

Expense Breakdown

Grants Paid $0

Salaries & Benefits $28,341

Fundraising Expenses $0

Other Expenses $5,148,633

TOTAL EXPENSES $26,573,116

Year-over-Year Comparison

	2023	2022	Change
Revenue	$25,272,367	$4,342,978	+4.8%
Expenses	$26,573,116	$15,458,610	+0.7%
Net Income	$-1,300,749	$-11,115,632	-0.9%

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
N/A	TRUSTEE	1.50		$0	$28,341	$28,341

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	$25,272,367	$26,573,116	$43,272,411	$-1,300,749
2022	$4,342,978	$15,458,610	$58,918,305	$-11,115,632
2021	$52,296,325	$48,428,308	$96,435,783	$3,868,017
2020	$19,963,623	$36,691,554	$123,782,953	$-16,727,931
2019	$14,531,955	$29,578,400	$141,737,934	$-15,046,445
2018	$13,829,331	$29,871,631	$136,696,632	$-16,042,300

SOUTHERN CALIFORNIA EDISON CO VEBA TR