ZUnclassifiedEIN: 946077924· Ruling Year: 1956

Electrical Workers Health & Welfare Trust Fund

San Jose, California

BHealth Score
58B

Financial Health Score

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

Above Average

How This Organization Compares

Compared to 111 peers in Unclassified with $10M-$100M revenue

Working Capital Ratio (net assets ÷ expenses)

This Org1.80×
Peer Median5.86×
💰
$36.2M
Total Revenue
📊
$33.6M
Total Expenses
🏦
$60.5M
Net Assets
📋
$21.8M
Total Liabilities

Financial Trends

5-Year Trend Analysis

Financial Health Indicators

Revenue Growth
+2.8%
Year-over-year change (2022 → 2023)
Net Margin
+7.1%
Revenue minus expenses as % of revenue
Working Capital Ratio
1.80
Net assets divided by total expenses
Liabilities-to-Assets
26.5%
Total liabilities as % of total assets

Filing History

13 filings on record
YearRevenueExpensesAssets
2023$36,184,1773%$33,602,6854%$82,350,4443%
2022$35,188,34616%$32,463,1665%$80,228,0486%
2021$41,792,9207%$34,155,62616%$84,908,17312%
2020$38,882,5689%$29,568,95211%$75,757,05617%
2019$42,778,48223%$26,587,3684%$64,830,89740%
2018$34,678,14017%$25,664,3536%$46,251,04739%
2017$29,665,82523%$27,323,18625%$33,319,15827%
2016$24,034,55316%$21,898,10517%$26,260,26722%
2015$20,656,41117%$18,718,21920%$21,564,25825%
2014$17,600,2044%$15,649,2315%$17,239,82623%
2013$16,845,09622%$14,875,77221%$14,073,08833%
2012$13,777,4306%$12,274,2462%$10,620,42819%
2011$14,586,768$12,575,346$8,917,278

Frequently Asked Questions

What does Electrical Workers Health & Welfare Trust Fund do?

Electrical Workers Health & Welfare Trust Fund is a unclassified nonprofit organization based in California. It is classified under NTEE code Z and is registered as a 501(c) tax-exempt organization with the IRS.

Is Electrical Workers Health & Welfare Trust Fund financially healthy?

Based on our 9-metric Financial Health Score model, Electrical Workers Health & Welfare Trust Fund has a score of 58/100 (Grade: B). 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 Electrical Workers Health & Welfare Trust Fund generate?

Electrical Workers Health & Welfare Trust Fund reports $40.8M in annual revenue and holds $87.4M in total assets, based on IRS filings.

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