SOUTHERN CALIFORNIA PIPE TRADES VA… - 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

1951

Legal Domicile

Principal Officer

RODNEY COBOS

Phone

2133856161

Tax Period

2020-01-01 to 2020-12-31

SOUTHERN CALIFORNIA PIPE TRADES VACATION AND HOLIDAY FUND, founded in 1951, is a mid-sized nonprofit that reported $25.5M in total revenue in fiscal year 2020. Revenue fell 40% from the prior year — a significant decline worth monitoring.

Mission

PROVIDE VACATION AND HOLIDAY BENEFITS.

Program Service Accomplishments

Program 1

THE PLAN PROVIDES VACATION AND HOLIDAY BENEFITS COVERING APPROXIMATELY 10,000 EMPLOYEES OF VARIOUS EMPLOYER GROUPS AND SELECTED UNION LOCALS.

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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 (2020)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $24,832,480

Investment Income $322,809

Other Revenue $306,535

TOTAL REVENUE $25,461,824

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $223,259

TOTAL EXPENSES $24,926,246

Year-over-Year Comparison

	2020	2019	Change
Revenue	$25,461,824	$42,478,943	-0.4%
Expenses	$24,926,246	$43,184,035	-0.4%
Net Income	$535,578	$-705,092	-1.8%

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

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
DON CHASE	CHAIR	2.00	Officer Director	$0	$0	$0
RODNEY COBOS	CO-CHAIR	2.00	Officer Director	$0	$0	$0
WILLIAM STEINER	TRUSTEE - UNION	2.00	Officer Director	$0	$0	$0
ROBERT FELIZ	SECRETARY	2.00	Officer Director	$0	$0	$0
JEREMY DIAZ	TRUSTEE - UNION	2.00	Director	$0	$0	$0
MICHAEL LOPEZ	TRUSTEE - UNION	2.00	Director	$0	$0	$0
MICHAEL HARTLEY	TRUSTEE - UNION	2.00	Director	$0	$0	$0
GLENN SANTA CRUZ	TRUSTEE - UNION	2.00	Director	$0	$0	$0
RICARDO PEREZ	TRUSTEE - UNION	2.00	Director	$0	$0	$0
AL POWERS	TRUSTEE - UNION	2.00	Director	$0	$0	$0
DAVID BALDWIN	TRUSTEE - UNION	2.00	Director	$0	$0	$0
STEVEN GOMEZ	TRUSTEE - UNION	2.00	Director	$0	$0	$0
MICHAEL SHANE BOSTON	TRUSTEE - UNION	2.00	Director	$0	$0	$0
ANTHONY NOVELLO	TRUSTEE - UNION	2.00	Director	$0	$0	$0
GREG LEWIS	TRUSTEE - UNION	2.00	Director	$0	$0	$0
WALTER SCOTT BAKER	TRUSTEE	2.00	Director	$0	$0	$0
JOHN FEIKEMA	TRUSTEE	2.00	Director	$0	$0	$0
JASON GORDON	TRUSTEE	2.00	Director	$0	$0	$0
CHIP MARTIN	TRUSTEE	2.00	Director	$0	$0	$0
JOHN MODJESKI	TRUSTEE	2.00	Director	$0	$0	$0
BRYAN SUTTLES	TRUSTEE	2.00	Director	$0	$0	$0
LAWRENCE VERNE	TRUSTEE	2.00	Director	$0	$0	$0
DAVID ZECH	TRUSTEE	2.00	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
2020	$25,461,824	$24,926,246	No data	$535,578
2019	$42,478,943	$43,184,035	$23,249,950	$-705,092
2018	$37,886,205	$37,493,239	$21,725,124	$392,966

SOUTHERN CALIFORNIA PIPE TRADES VACATION AND HOLIDAY FUND