JOINT BOARD OF TRUSTEES SOUTHWEST … - 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

1955

Legal Domicile

Principal Officer

PETE RODRIGUEZ

Phone

2133868590

Tax Period

2023-01-01 to 2023-12-31

JOINT BOARD OF TRUSTEES SOUTHWEST CARPENTERS HEALTH AND WELFARE TRUST, founded in 1955, is a major nonprofit that reported $526.2M in total revenue in fiscal year 2023. Revenue grew 18% year-over-year, indicating healthy expansion. The organization ran a surplus of $117.3M, a strong 22% operating margin.

Mission

TO PROVIDE MEDICAL AND RELATED BENEFITS TO PARTICIPANTS AND THEIR QUALIFYING DEPENDENTS IN ACCORDANCE WITH THE TRUST AGREEMENT.

Program Service Accomplishments

Program 1

TO PROVIDE MEDICAL AND RELATED BENEFITS TO 36,567 PARTICIPANTS AND THEIR QUALIFYING DEPENDENTS IN ACCORDANCE WITH THE TRUST AGREEMENT.

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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 $513,175,294

Investment Income $12,562,850

Other Revenue $419,205

TOTAL REVENUE $526,157,349

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $19,008,045

TOTAL EXPENSES $408,885,843

Year-over-Year Comparison

	2023	2022	Change
Revenue	$526,157,349	$446,562,021	+0.2%
Expenses	$408,885,843	$396,389,131	+0.0%
Net Income	$117,271,506	$50,172,890	+1.3%

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

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

$2,030,208

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
BERT LEWITT	TRUSTEE	1.00	Director	$0	$0	$0
KIM FROMER	TRUSTEE	1.00	Director	$0	$0	$0
RICHARD HARRIS	TRUSTEE	1.00	Director	$0	$0	$0
CLINT LARISON	TRUSTEE	1.00	Director	$0	$0	$0
GREG WILSON	TRUSTEE	1.00	Director	$0	$0	$0
ANTHONY ROSETTI	TRUSTEE	1.00	Director	$0	$0	$0
TONY CORNELL	TRUSTEE	1.00	Director	$0	$0	$0
CURTIS CONYERS JR	TRUSTEE	1.00	Director	$0	$0	$0
FRANK ZAMBRANO	TRUSTEE	1.00	Director	$0	$79,095	$262,143
JOSH RAPER	TRUSTEE	1.00	Director	$0	$76,207	$243,447
OSCAR CORDOVA	TRUSTEE	1.00	Director	$0	$77,247	$252,045
FRANK HAWK	TRUSTEE	1.00	Director	$0	$123,098	$462,635
PETE RODRIGUEZ	TRUSTEE	1.00	Director	$0	$24,346	$272,450
JACOB LOPEZ	TRUSTEE	1.00	Director	$0	$76,207	$242,952
SEAN HARTRANFT	TRUSTEE	1.00	Director	$0	$86,165	$294,536

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	$526,157,349	$408,885,843	$794,757,871	$117,271,506
2022	$446,562,021	$396,389,131	$634,844,846	$50,172,890
2021	$444,803,961	$383,681,178	$651,095,092	$61,122,783
2020	$469,514,261	$374,584,270	$578,112,268	$94,929,991
2019	$458,197,910	$342,498,313	$491,284,391	$115,699,597
2018	$396,863,892	$332,055,995	$332,007,948	$64,807,897

JOINT BOARD OF TRUSTEES SOUTHWEST CARPENTERS HEALTH AND WELFARE TRUST