Teamsters Health and Welfare Trust for San Diego County (EIN 956149459) - 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

1966

Legal Domicile

Principal Officer

ROBERT STANLEY

Phone

6192802009

Tax Period

2024-07-01 to 2025-06-30

Teamsters Health and Welfare Trust for San Diego County, founded in 1966, is a community nonprofit that reported $1.3M in total revenue in fiscal year 2024. Revenue grew 19% year-over-year, indicating healthy expansion.

Mission

to provide insurance coverage to eligible participants and their dependents from contributions paid in accordance with plan provisions.

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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 $1,265,102

Investment Income $14,778

Other Revenue $0

TOTAL REVENUE $1,279,880

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $142,758

TOTAL EXPENSES $1,252,796

Year-over-Year Comparison

	2024	2023	Change
Revenue	$1,279,880	$1,076,069	+0.2%
Expenses	$1,252,796	$1,109,156	+0.1%
Net Income	$27,084	$-33,087	-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

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
ROBERT STANLEY	UNION TRUSTEE	1.0	Director	$0	$0	$0
MIKE PHARRIS	UNION TRUSTEE	1.0	Director	$0	$0	$0
JIM RYAN	MANAGEMENT TRUSTEE	1.0	Director	$0	$0	$0
JOSE ESTRADA	UNION TRUSTEE	1.0	Director	$0	$0	$0
JOHN COOPER	MANAGEMENT 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
2025	$1,279,880	$1,252,796	$810,094	$27,084
2024	$1,076,069	$1,109,156	$680,125	$-33,087
2023	$842,330	$821,316	$591,071	$21,014
2022	$976,005	$941,678	$593,125	$34,327
2021	$804,812	$801,001	$547,578	$3,811
2020	$663,631	$674,403	$483,115	$-10,772
2019	$817,224	$779,819	$508,433	$37,405
2018	$939,830	$933,359	$519,234	$6,471

Teamsters Health and Welfare Trust for San Diego County