YMutual & Membership BenefitEIN: 611670591· Ruling Year: 2014

California Small Manufacturing Health & Welfare Trust Fund

Phoenix, Arizona

CHealth Score
37C

Financial Health Score

9-metric score across financial health, operational efficiency, and organizational resilience. Based on IRS Form 990 data.

Below Average

How This Organization Compares

Compared to 2 peers in Mutual & Membership Benefit with $1M-$10M revenue

Working Capital Ratio (net assets ÷ expenses)

This Org0.07×
Peer Median29.60×
💰
$9.7M
Total Revenue
📊
$9.7M
Total Expenses
🏦
$633K
Net Assets
📋
$735K
Total Liabilities

Financial Trends

5-Year Trend Analysis

Financial Health Indicators

Revenue Growth
-21.1%
Year-over-year change (2022 → 2023)
Net Margin
+0.3%
Revenue minus expenses as % of revenue
Working Capital Ratio
0.07
Net assets divided by total expenses
Liabilities-to-Assets
53.7%
Total liabilities as % of total assets

Filing History

12 filings on record
YearRevenueExpensesAssets
2023$9,719,19321%$9,694,64721%$1,367,3027%
2022$12,310,82818%$12,327,82018%$1,472,79019%
2021$14,976,55818%$15,037,44217%$1,823,41214%
2020$18,216,82910%$18,142,81010%$2,110,3334%
2019$20,246,90311%$20,137,56211%$2,198,4895%
2018$22,681,2401%$22,539,6181%$2,324,3303%
2017$22,937,63569%$22,763,46568%$2,405,94413%
2016$13,597,24712%$13,541,96412%$2,138,59967%
2015$12,094,4404%$12,054,2154%$1,279,03417%
2014$12,591,9205%$12,581,8185%$1,091,42018%
2013$13,315,814384%$13,247,350384%$1,337,72583%
2012$2,749,571$2,736,745$731,158

Frequently Asked Questions

What does California Small Manufacturing Health & Welfare Trust Fund do?

California Small Manufacturing Health & Welfare Trust Fund is a mutual & membership benefit nonprofit organization based in Arizona. It is classified under NTEE code Y43 and is registered as a 501(c) tax-exempt organization with the IRS.

Is California Small Manufacturing Health & Welfare Trust Fund financially healthy?

Based on our 9-metric Financial Health Score model, California Small Manufacturing Health & Welfare Trust Fund has a score of 37/100 (Grade: C). This score evaluates working capital, surplus consistency, debt ratio, revenue trends, program spending, fundraising efficiency, executive compensation, revenue diversification, and vulnerability indicators.

How much revenue does California Small Manufacturing Health & Welfare Trust Fund generate?

California Small Manufacturing Health & Welfare Trust Fund reports $9.3M in annual revenue and holds $1.5M in total assets, based on IRS filings.

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California Small Manufacturing Health & Welfare Trust Fund — Phoenix, AZ | GiveScope