FOOD EMPLOYERS & BAKERY & CONFECTIONERY WORKERS BENEFIT FUND OF SOUTHERN CALIF (EIN 956134346) - 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

1965

Legal Domicile

Principal Officer

DOYLE TOWNSON

Phone

6267322566

Tax Period

2024-07-01 to 2025-06-30

FOOD EMPLOYERS & BAKERY & CONFECTIONERY WORKERS BENEFIT FUND OF SOUTHERN CALIF, founded in 1965, is a mid-sized nonprofit that reported $13.1M in total revenue in fiscal year 2024.

Mission

HEALTH & WELFARE BENEFITS PROVIDED TO MEMBERS WHO ARE COVERED BY COLLECTIVE BARGAINING AGREEMENTS BETWEEN UNION AND EMPLOYERS.

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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 (2024)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $11,480,409

Investment Income $593,414

Other Revenue $1,006,071

TOTAL REVENUE $13,079,894

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $13,727,996

Other Expenses $912,822

TOTAL EXPENSES $13,727,996

Year-over-Year Comparison

	2024	2023	Change
Revenue	$13,079,894	$12,798,397	+0.0%
Expenses	$13,727,996	$12,619,094	+0.1%
Net Income	$-648,102	$179,303	-4.6%

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
SONIA MUNOZ	TRUSTEE	5.00	Director	$0	$0	$0
SHAYLON LOVELL	TRUSTEE	5.00	Director	$0	$0	$0
DOYLE TOWNSON	TRUSTEE	5.00	Director	$0	$0	$0
CYNTHIA VASQUEZ	TRUSTEE	5.00	Director	$0	$0	$0
ADAM TOWNSON	TRUSTEE	5.00	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
2025	$13,079,894	$13,727,996	$15,276,009	$-648,102
2024	$12,798,397	$12,619,094	$15,721,899	$179,303
2023	$13,009,538	$13,388,968	$15,261,788	$-379,430
2022	$12,688,421	$12,171,502	$15,277,096	$516,919
2021	$13,089,064	$11,185,678	$14,730,506	$1,903,386
2020	$14,361,837	$11,766,362	$13,013,542	$2,595,475
2019	$13,941,054	$12,472,649	$11,174,830	$1,468,405
2018	$14,099,516	$12,887,884	$9,203,172	$1,211,632

FOOD EMPLOYERS & BAKERY & CONFECTIONERY WORKERS BENEFIT FUND OF SOUTHERN CALIF