IPM HEALTH AND WELFARE TRUST OF CALIFORNIA (EIN 956289239) - 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

1970

Legal Domicile

Principal Officer

SANDRA DEA

Phone

9516841791

Tax Period

2023-09-01 to 2024-08-31

IPM HEALTH AND WELFARE TRUST OF CALIFORNIA, founded in 1970, is a mid-sized nonprofit that reported $10.7M in total revenue in fiscal year 2023. Expenses of $10.0M left a modest 7% surplus.

Mission

PROVIDES MEDICAL, DENTAL, VISION, PRESCRIPTION, DEATH AND DISABILITY BENEFITS TO ALL ELIGIBLE PARTICIPANTS.

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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 $9,749,431

Investment Income $471,850

Other Revenue $522,599

TOTAL REVENUE $10,743,880

Expense Breakdown

Grants Paid $0

Salaries & Benefits $838,677

Fundraising Expenses $0

Other Expenses $350,147

TOTAL EXPENSES $10,006,800

Year-over-Year Comparison

	2023	2022	Change
Revenue	$10,743,880	$10,852,974	0.0%
Expenses	$10,006,800	$10,112,351	0.0%
Net Income	$737,080	$740,623	0.0%

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

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

$226,169

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
DEA GAMBOA SANDRA	ADMINISTRATOR	40.0	Officer	$155,786	$70,383	$226,169
DEA MICHAEL	TRUSTEE	2.0	Director	$0	$0	$0
GLAZA ROBERT	TRUSTEE	2.0	Director	$0	$0	$0
GAMBOA MARIO	TRUSTEE	2.0	Director	$0	$0	$0
LOPEZ BRANDEN	TRUSTEE	2.0	Director	$0	$0	$0
SMITH WILLIAM	TRUSTEE	2.0	Director	$0	$0	$0
TABER CHRIS	TRUSTEE	2.0	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	$10,743,880	$10,006,800	$14,968,526	$737,080
2023	$10,852,974	$10,112,351	$13,888,662	$740,623
2022	$11,435,581	$14,297,423	$13,909,630	$-2,861,842
2021	$11,037,709	$10,661,190	$17,571,192	$376,519
2020	$11,226,978	$10,254,487	$17,234,737	$972,491
2019	$11,964,640	$10,064,357	$16,310,380	$1,900,283
2018	$12,110,290	$11,062,322	$14,524,617	$1,047,968

IPM HEALTH AND WELFARE TRUST OF CALIFORNIA