Y — Mutual & 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 22 peers in Mutual & Membership Benefit with $10M-$100M revenue

Working Capital Ratio (net assets ÷ expenses)

This Org0.07×
Peer Median10.70×
💰
$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$9,719,193↓21%$9,694,647↓21%$1,367,302↓7%
2022$12,310,828↓18%$12,327,820↓18%$1,472,790↓19%
2021$14,976,558↓18%$15,037,442↓17%$1,823,412↓14%
2020$18,216,829↓10%$18,142,810↓10%$2,110,333↓4%
2019$20,246,903↓11%$20,137,562↓11%$2,198,489↓5%
2018$22,681,240↓1%$22,539,618↓1%$2,324,330↓3%
2017$22,937,635↑69%$22,763,465↑68%$2,405,944↑13%
2016$13,597,247↑12%$13,541,964↑12%$2,138,599↑67%
2015$12,094,440↓4%$12,054,215↓4%$1,279,034↑17%
2014$12,591,920↓5%$12,581,818↓5%$1,091,420↓18%
2013$13,315,814↑384%$13,247,350↑384%$1,337,725↑83%
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 $10.2M in annual revenue and holds $1.4M in total assets, based on IRS filings.

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