JOINT BOARD OF TRUSTEES SOUTHWEST CARPENTERS HEALTH AND WELFARE TRUST

EIN: 956042873

LOS ANGELES, CA

Total Revenue
$526,157,349
Total Expenses
$408,885,843
Total Assets
$794,757,871
Net Assets
$770,260,914
🔒

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

Sign In — Free (10 views/day)

Financial Trends

Organization Details

Formation Year
1955
Legal Domicile
CA
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

🔒

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%)

Sign In — Free (10 views/day)

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
🔒

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

Sign In

Governance

Voting Members
15
Independent Members
8
Employees
38
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
0
$0
Total Directors
15
$2,030,208
Key Employees
0
$0
Highest Compensated
0
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
Explore More Nonprofits
→Top 100 Nonprofits in California →Largest U.S. Nonprofits →Best Rated Nonprofits →Most Efficient Nonprofits

Compare JOINT BOARD OF TRUSTEES SOUTHWEST CARPENTERS HEALTH AND WELFARE TRUST with other nonprofits in California and across the country.

We Value Your Privacy
We use cookies and similar technologies to analyze site traffic and improve your experience. By clicking "Accept All", you consent to our use of cookies for analytics and measurement.