Electrical Workers Health & Welfare Trust Fund is a 501(c)(9) organization based in San Jose, California, registered in 1956, with $34,856,898 in FY2024 revenue. CharityIndex grades it C+.
Revenue (FY2024)
$34.9M
▼ 14.6% vs prior year
Expenses (FY2024)
$39.7M
Net assets
$56.4M
Employees
—
Measures how much of every dollar spent actually reaches programs, plus what it costs to raise $100 of donations. The worse of the two measures sets the letter (85%+ to programs is an A; under $15 to raise $100 is an A), averaged over the three most recent filings. Not scored for Electrical Workers Health & Welfare Trust Fund— this filing type doesn't report it, and the rating simply skips it (never counts it against the organization). See the exact thresholds →
Measures whether the organization is built to last: how many months its reserves would cover expenses (3+ months earns an A-range score, but hoarding 5+ years of budget is capped) and whether it runs a surplus or a deficit. For Electrical Workers Health & Welfare Trust Fund: 17 mo reserves · -14% margin earns a C+ on this criterion. See the exact thresholds →
Checks how the organization is run, from its own Form 990: an independent board majority, a board of five or more, conflict-of-interest, whistleblower and document-retention policies, and independently audited financials. The share of disclosed checks that pass sets the letter. Not scored for Electrical Workers Health & Welfare Trust Fund— this filing type doesn't report it, and the rating simply skips it (never counts it against the organization). See the exact thresholds →
Counts five disclosure signals: a recent filing, a mission statement, program descriptions, a listed website, and the full expense breakdown. More disclosure, better letter. For Electrical Workers Health & Welfare Trust Fund: 2 of 5 disclosure signals earns a C on this criterion. See the exact thresholds →
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Revenue grew from $17.6M (FY2013) to $34.9M (FY2024) across 12 reported years.
Financial snapshot
Operating margin
-13.9%
Spent more than it raised in the latest fiscal year.
Total assets
$82.8M
Total liabilities
$26.4M
Net assets
$56.4M
| Fiscal year | Revenue | Expenses | Net assets | Total assets | Form |
|---|---|---|---|---|---|
| 2024 | $34,856,898▼14.6% | $39,704,103▼3.5% | $56,414,383▼6.9% | $82,827,251▼5.3% | 990 |
| 2023 | $40,826,078▲12.8% | $41,144,473▲22.4% | $60,568,094▲0.1% | $87,447,062▲6.2% | 990 |
| 2022 | $36,184,177▲2.8% | $33,602,685▲3.5% | $60,527,581▲2.2% | $82,350,444▲2.6% | 990 |
| 2021 | $35,188,346▼15.8% | $32,463,166▼5.0% | $59,196,837▼2.6% | $80,228,048▼5.5% | 990 |
| 2020 | $41,792,920▲7.5% | $34,155,626▲15.5% | $60,790,075▲13.4% | $84,908,173▲12.1% | 990 |
| 2019 | $38,882,568▼9.1% | $29,568,952▲11.2% | $53,624,889▲25.8% | $75,757,056▲16.9% | 990 |
| 2018 | $42,778,482▲23.4% | $26,587,368▲3.6% | $42,631,675▲66.5% | $64,830,897▲40.2% | 990 |
| 2017 | $34,678,140▲16.9% | $25,664,353▼6.1% | $25,598,463▲53.3% | $46,251,047▲38.8% | 990 |
| 2016 | $29,665,825▲23.4% | $27,323,186▲24.8% | $16,698,101▲49.3% | $33,319,158▲26.9% | 990 |
| 2015 | $24,034,553▲16.4% | $21,898,105▲17.0% | $11,181,074▲20.8% | $26,260,267▲21.8% | 990 |
| 2014 | $20,656,411▲17.4% | $18,718,219▲19.6% | $9,252,580▲20.8% | $21,564,258▲25.1% | 990 |
| 2013 | $17,600,204 | $15,649,231▲5.2% | $7,659,829▲34.1% | $17,239,826▲22.5% | 990 |
| 2012 | — | $14,875,772 | $5,712,334 | $14,073,088 | 990 |
Original Form 990 PDFs (the Form column) are served by ProPublica Nonprofit Explorer, as filed with the IRS. Create a free account to download the CSV report.
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Data for Electrical Workers Health & Welfare Trust Fund (EIN 94-6077924) comes from the IRS Business Master File and e-filed Form 990 returns, via CharityIndex. Figures reflect what the organization reported to the IRS for each fiscal year.