SOUTHERN CALIFORNIA LUMBER INDUSTRY WELFARE FUND (EIN 956035120) - 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

LANCE PHILLIPS

Phone

5624635000

Tax Period

2023-01-01 to 2023-12-31

SOUTHERN CALIFORNIA LUMBER INDUSTRY WELFARE FUND, founded in 1952, is a mid-sized nonprofit that reported $15.1M in total revenue in fiscal year 2023.

Mission

TO PROVIDE MEDICAL, SURGICAL, HOSPITAL, DENTAL AND OTHER BENEFITS TO EMPLOYEES OF COMPANIES SIGNING APPROPRIATE COLLECTIVE BARGAINING AGREEMENTS.

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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 $14,935,071

Investment Income $212,576

Other Revenue $865

TOTAL REVENUE $15,148,512

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $948,263

TOTAL EXPENSES $16,481,130

Year-over-Year Comparison

	2023	2022	Change
Revenue	$15,148,512	$14,943,639	+0.0%
Expenses	$16,481,130	$17,088,275	0.0%
Net Income	$-1,332,618	$-2,144,636	-0.4%

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
JOHN NICOLS	MANAGEMENT TRUSTEE	1.0	Director	$0	$0	$0
BRENT BERGLUND	MANAGEMENT TRUSTEE	1.0	Director	$0	$0	$0
JOSE AMADOR	UNION TRUSTEE	1.0	Director	$0	$0	$0
GERMAN INIGUEZ	UNION TRUSTEE	1.0	Director	$0	$0	$0
OSCAR CORDOVA	UNION TRUSTEE	1.0	Director	$0	$0	$0
ERNIE MARTINEZ	MANAGEMENT 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
2024	No data	No data	No data	No data
2023	$15,148,512	$16,481,130	$12,417,472	$-1,332,618
2022	$14,943,639	$17,088,275	$13,729,557	$-2,144,636
2021	$14,504,770	$15,108,446	$15,491,147	$-603,676
2020	$13,869,106	$13,205,435	$15,901,867	$663,671
2019	$13,924,377	$14,591,721	$15,826,068	$-667,344
2018	$13,609,340	$14,053,249	$15,789,333	$-443,909

SOUTHERN CALIFORNIA LUMBER INDUSTRY WELFARE FUND