ZUnclassifiedEIN: 953248029· Ruling Year: 1979

Southern California Soft Drink Ind & Teamsters Hlth & Wlfare Tr Fund

West Covina, California

BHealth Score
64B

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 Org0.55×
Peer Median5.86×
💰
$28.0M
Total Revenue
📊
$26.3M
Total Expenses
🏦
$14.5M
Net Assets
📋
$6.8M
Total Liabilities

Financial Trends

5-Year Trend Analysis

Financial Health Indicators

Revenue Growth
-1.6%
Year-over-year change (2022 → 2023)
Net Margin
+6.0%
Revenue minus expenses as % of revenue
Working Capital Ratio
0.55
Net assets divided by total expenses
Liabilities-to-Assets
32.0%
Total liabilities as % of total assets

Filing History

13 filings on record
YearRevenueExpensesAssets
2023$28,019,7902%$26,341,0628%$21,273,2976%
2022$28,474,8839%$28,561,93911%$20,055,1412%
2021$26,033,4665%$25,744,01815%$19,629,9877%
2020$24,709,9051%$22,351,4491%$18,377,44016%
2019$24,448,2741%$22,094,9992%$15,878,89117%
2018$24,712,3627%$21,678,9146%$13,555,23823%
2017$23,156,9768%$23,033,1108%$10,984,5695%
2016$21,541,19310%$21,331,6696%$10,448,7024%
2015$19,640,7464%$20,113,7212%$10,007,9565%
2014$18,800,5586%$20,468,19913%$10,505,7309%
2013$17,660,3527%$18,172,3934%$11,549,3663%
2012$16,578,0412%$17,500,35414%$11,868,8967%
2011$16,208,723$15,320,126$12,726,266

Frequently Asked Questions

What does Southern California Soft Drink Ind & Teamsters Hlth & Wlfare Tr Fund do?

Southern California Soft Drink Ind & Teamsters Hlth & Wlfare Tr 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 Southern California Soft Drink Ind & Teamsters Hlth & Wlfare Tr Fund financially healthy?

Based on our 9-metric Financial Health Score model, Southern California Soft Drink Ind & Teamsters Hlth & Wlfare Tr Fund has a score of 64/100 (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 Southern California Soft Drink Ind & Teamsters Hlth & Wlfare Tr Fund generate?

Southern California Soft Drink Ind & Teamsters Hlth & Wlfare Tr Fund reports $27.9M in annual revenue and holds $22.6M in total assets, based on IRS filings.

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