SOUTHERN CALIFORNIA EDISON LTD VEBA TR (EIN 957086061) - 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

1999

Legal Domicile

Principal Officer

MARK CHILDS

Phone

6263022627

Tax Period

2025-01-01 to 2025-12-31

SOUTHERN CALIFORNIA EDISON LTD VEBA TR, founded in 1999, is a mid-sized nonprofit in the Mutual Benefit sector that reported $10.8M in total revenue in fiscal year 2025. The organization ran a surplus of $2.7M, a strong 25% operating margin.

Mission

THE ORGANIZATION WAS FORMED TO PROVIDE HEALTH AND WELFARE BENEFITS TO ITS RETIREE MEMBERS, WHOM ARE MANAGEMENT, ADMINISTRATIVE AND COLLECTIVELY BARGAINED EMPLOYEES OF SOUTHERN CALIFORNIA EDISON.

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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 (2025)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $10,500,000

Investment Income $253,832

Other Revenue $0

TOTAL REVENUE $10,753,832

Expense Breakdown

Grants Paid $0

Salaries & Benefits $3,468

Fundraising Expenses $0

Other Expenses $94,000

TOTAL EXPENSES $8,048,278

Year-over-Year Comparison

	2025	2024	Change
Revenue	$10,753,832	$11,303,286	0.0%
Expenses	$8,048,278	$10,491,318	-0.2%
Net Income	$2,705,554	$811,968	+2.3%

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

N/A

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
N/A	TRUSTEE	1.50		$0	$3,468	$3,468

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	$10,753,832	$8,048,278	$9,727,695	$2,705,554
2024	$11,303,286	$10,491,318	$7,022,141	$811,968
2023	$11,170,457	$11,348,645	$6,210,173	$-178,188
2022	$9,926,943	$9,344,522	$6,388,361	$582,421
2021	$9,251,567	$9,705,477	$5,805,940	$-453,910
2020	$10,027,614	$9,432,725	$6,259,850	$594,889
2019	$12,334,289	$10,312,292	$5,664,961	$2,021,997
2018	$6,834,275	$9,885,852	$3,643,305	$-3,051,577

SOUTHERN CALIFORNIA EDISON LTD VEBA TR