SOUTHERN CALIFORNIA LOCAL 831 - EMPLOYER HEALTH FUND (EIN 956047878) - 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

1953

Legal Domicile

Principal Officer

JON COLEY

Phone

6262793000

Tax Period

2023-01-01 to 2023-12-31

SOUTHERN CALIFORNIA LOCAL 831 - EMPLOYER HEALTH FUND, founded in 1953, is a mid-sized nonprofit that reported $22.5M in total revenue in fiscal year 2023. Revenue surged 23% from the prior year, signaling strong growth momentum. The organization ran a surplus of $3.5M, a strong 15% operating margin.

Mission

THE SOUTHERN CALIFORNIA LOCAL 831 - EMPLOYER HEALTH FUND IS A MULTIEMPLOYER WELFARE BENEFIT PLAN PROVIDING MEDICAL-HOSPITAL, DENTAL PRESCRIPTION, VISION, LIFE AND ACCIDENTAL DEATH AND DISMEMBERMENT BENEFITS TO ELIGIBLE PARTICIPANTS 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 $21,597,087

Investment Income $870,692

Other Revenue $5,587

TOTAL REVENUE $22,473,366

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $821,094

TOTAL EXPENSES $19,005,099

Year-over-Year Comparison

	2023	2022	Change
Revenue	$22,473,366	$18,341,538	+0.2%
Expenses	$19,005,099	$17,180,058	+0.1%
Net Income	$3,468,267	$1,161,480	+2.0%

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
FRANK MULLER	EMPLOYER TRUSTEE	1.0	Director	$0	$0	$0
JOE STEFFAN	EMPLOYER TRUSTEE	1.0	Director	$0	$0	$0
RON BROWN	EMPLOYER TRUSTEE	1.0	Director	$0	$0	$0
JON COLEY	UNION TRUSTEE	1.0	Director	$0	$0	$0
LUIS ROBLES	UNION TRUSTEE	1.0	Director	$0	$0	$0
Jon LeCarner	Employer Trustee	1.0	Director	$0	$0	$0
Fred Murillo	Union Trustee	1.0	Director	$0	$0	$0
MATT CORNELL	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
2024	No data	No data	No data	No data
2023	$22,473,366	$19,005,099	$34,684,219	$3,468,267
2022	$18,341,538	$17,180,058	$28,184,364	$1,161,480
2021	$12,505,877	$11,317,281	$28,008,880	$1,188,596
2020	$11,994,545	$13,446,002	$25,815,073	$-1,451,457
2019	$24,068,152	$20,189,595	$31,757,652	$3,878,557
2018	$22,904,953	$22,061,154	$26,183,673	$843,799

SOUTHERN CALIFORNIA LOCAL 831 - EMPLOYER HEALTH FUND