IPM HEALTH AND WELFARE TRUST OF CALIFORNIA

EIN: 956289239

RIVERSIDE, CA

Total Revenue
$15,391,526
Total Expenses
$15,160,382
Total Assets
$24,076,305
Net Assets
$21,190,212
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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
CA
Principal Officer
SANDRA DEA
Phone
9516841791
Tax Period
2024-09-01 to 2025-08-31

IPM HEALTH AND WELFARE TRUST OF CALIFORNIA, founded in 1970, is a mid-sized nonprofit that reported $15.4M in total revenue in fiscal year 2024. Revenue surged 43% from the prior year, signaling strong growth momentum.

Mission

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

Program Service Accomplishments

Program 1

PROVIDES MEDICAL, DENTAL, VISION, PRESCRIPTION AND DEATH 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%)

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Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $0
Program Service Revenue $13,388,553
Investment Income $628,493
Other Revenue $1,374,480
TOTAL REVENUE $15,391,526

Expense Breakdown

Grants Paid $0
Salaries & Benefits $909,609
Fundraising Expenses $0
Other Expenses $468,593
TOTAL EXPENSES $15,160,382

Year-over-Year Comparison

2024 2023 Change
Revenue $15,391,526 $10,743,880 +0.4%
Expenses $15,160,382 $10,006,800 +0.5%
Net Income $231,144 $737,080 -0.7%
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

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Governance

Voting Members
8
Independent Members
8
Employees
6
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
1
$231,118
Total Directors
8
$0
Key Employees
0
$0
Highest Compensated
2
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
DEA GAMBOA SANDRA ADMINISTRATOR 40.0
Officer
$158,529 $72,589 $231,118
CONNEEN TINA OFFICE MANAGER 40.0
Highest
$106,460 $58,143 $164,603
MCKINLEY CARMEN N CLAIMS SUPERVISOR 40.0
Highest
$102,736 $57,692 $160,428
DEA MICHAEL UNION TRUSTEE 2.0
Director
$0 $0 $0
GLAZA ROBERT EMPLOYER TRUSTEE 2.0
Director
$0 $0 $0
GAMBOA MARIO UNION TRUSTEE 2.0
Director
$0 $0 $0
LOPEZ BRANDEN EMPLOYER TRUSTEE 2.0
Director
$0 $0 $0
TABER CHRIS EMPLOYER TRUSTEE 2.0
Director
$0 $0 $0
MADISON-WILSON CAMILLA EMPLOYER TRUSTEE 2.0
Director
$0 $0 $0
HICKS BOB UNION TRUSTEE 2.0
Director
$0 $0 $0
LOPEZ SEAN UNION 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
2025 $15,391,526 $15,160,382 $24,076,305 $231,144
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
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