Sheet Metal Workers Welfare Plan of Southern California Arizona Nevada
501(c)(9)
92% goes to programs Strong reserves
Sheet Metal Workers Welfare Plan of Southern California Arizona Nevada is a 501(c)(9) organization based in Manhattan Bch, California, registered in 1961, with $96,574,935 in FY2023 revenue. CharityIndex grades it A, and it directs about 92% of spending to programs.
111 N Sepulveda Blvd Ste 210, Manhattan Bch, CA, 90266 EIN 95-6052259 Since 1961
Revenue (FY2023)
$96.6M
▲ 0.4% vs prior year
Expenses (FY2023)
$84.5M
Net assets
$144.4M
Employees
0
CharityIndex rating
One independent A+ to F grade from four published criteria, each scored separately from IRS filings and combined by weight.
A
A+Program efficiency40% of the rating92% to programs
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. For Sheet Metal Workers Welfare Plan of Southern California Arizona Nevada: 92% to programs earns a A+ on this criterion. See the exact thresholds →
AFinancial health25% of the rating21 mo reserves · +13% margin
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 Sheet Metal Workers Welfare Plan of Southern California Arizona Nevada: 21 mo reserves · +13% margin earns a A on this criterion. See the exact thresholds →
AGovernance25% of the rating5 of 6 checks met
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. For Sheet Metal Workers Welfare Plan of Southern California Arizona Nevada: 5 of 6 checks met earns a A on this criterion. See the exact thresholds →
ATransparency10% of the rating4 of 5 disclosure signals
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 Sheet Metal Workers Welfare Plan of Southern California Arizona Nevada: 4 of 5 disclosure signals earns a A on this criterion. See the exact thresholds →
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A live seal — it updates automatically when the grade changes and links donors to this verified profile.
Mission
To provide insurance coverage to participants and family members from contributions paid by employers in accordance with plan provisions.
Contact & location
- Address
- 111 N Sepulveda Blvd Ste 210, Manhattan Bch, CA, 90266
- City
- Manhattan Bch
- State
- California
- Category
- —
- Subcategory
- —
- Phone
- …
- Website
- …
Financial trends
Revenue grew from $60.8M (FY2013) to $96.6M (FY2023) across 11 reported years.
Financial snapshot
Financial health & position (FY2023)
Liabilities $40.2MNet assets $144.4M
Operating margin
12.5%
Revenue exceeded expenses in the latest fiscal year.
Total assets
$184.6M
Total liabilities
$40.2M
Net assets
$144.4M
Salaries & benefits
$0
0% of expenses
Board members
26
26 independent
Financials by year
| Fiscal year | Revenue | Expenses | Net assets | Total assets | Form |
|---|---|---|---|---|---|
| 2023 | $96,574,935▲0.4% | $84,494,198▲4.4% | $144,418,701▲17.3% | $184,597,484▲13.8% | 990 |
| 2022 | $96,206,611▲5.2% | $80,896,800▼0.6% | $123,107,248▼1.4% | $162,261,814▲0.5% | 990 |
| 2021 | $91,427,512▼7.0% | $81,406,967▲8.4% | $124,833,550▲14.7% | $161,487,270▲11.8% | 990 |
| 2020 | $98,345,622▲2.6% | $75,111,137▼6.7% | $108,850,990▲35.8% | $144,385,875▲21.5% | 990 |
| 2019 | $95,895,695▲11.5% | $80,478,915▲7.6% | $80,140,933▲32.3% | $118,803,442▲16.1% | 990 |
| 2018 | $85,969,650▲9.2% | $74,801,783▲11.9% | $60,561,613▲16.6% | $102,303,899▲25.6% | 990 |
| 2017 | $78,706,846▲3.4% | $66,860,547▼0.7% | $51,960,990▼21.8% | $81,440,259▲20.9% | 990 |
| 2016 | $76,119,171▲8.6% | $67,316,007▲8.5% | $66,478,569▲16.9% | $67,340,571▲16.2% | 990 |
| 2015 | $70,078,834▲14.9% | $62,023,412▲2.1% | $56,850,696▲16.5% | $57,938,561▲16.8% | 990 |
| 2014 | $61,015,812▲0.4% | $60,734,348▲2.4% | $48,795,274▲0.6% | $49,599,025▼0.2% | 990 |
| 2013 | $60,802,304 | $59,325,423▼12.9% | $48,513,810▲3.1% | $49,696,118▲4.3% | 990 |
| 2012 | — | $68,110,510▼6.1% | $47,036,929▼12.6% | $47,640,168▼13.6% | 990 |
| 2011 | — | $72,546,547▼4.0% | $53,832,989▼22.8% | $55,125,717▼22.5% | 990 |
| 2010 | — | $75,536,031 | $69,755,947 | $71,095,993 | 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.
Leadership & compensation (FY2023)
| Name | Title | Hours/week | Compensation |
|---|---|---|---|
| Alan Sandoval | Trustee | 1 | — |
| Al Hernandez | Trustee | 1 | — |
| Anthony Campos | Trustee | 1 | — |
| Art Lopez | Trustee | 1 | — |
| Bill Shaver | Trustee | 1 | — |
| Brandon Zeleniak | Trustee | 1 | — |
| Brian Gregory | Trustee | 1 | — |
| Bryce Barler | Trustee | 1 | — |
| Chad Herrick | Trustee | 1 | — |
| Chris Gonzalez | Trustee | 1 | — |
| David Barberio Jr | Trustee | 1 | — |
| Denny Cagampan III | Trustee | 1 | — |
| Geremiah Robnett | Trustee | 1 | — |
| Gina Medel | Trustee | 1 | — |
| James Dillard | Trustee | 1 | — |
| Jeff Holly | Trustee | 1 | — |
| Joaquain Stallworth | Trustee | 1 | — |
| Karen Fox | Trustee | 1 | — |
| Michael Dean | Trustee | 1 | — |
| Mike Scolari | Trustee | 1 | — |
Top vendors & contractors (FY2023)
| Contractor | Services | Paid |
|---|---|---|
| Elevance Health | Ppo Admin. | $1,712,873 |
| The Segal Co | Consultant | $369,119 |
| Gilbert Sackman | Legal Counsel | $256,046 |
| Miller Kaplan Arase LLP | Audit & Payroll Comp | $248,100 |
| Garcia Hamilton Assoc | Investment Mgr. | $233,704 |
Frequently asked questions
- Is Sheet Metal Workers Welfare Plan of Southern California Arizona Nevada a legitimate nonprofit?
- Yes. Sheet Metal Workers Welfare Plan of Southern California Arizona Nevada is a 501(c)(9) organization registered with the U.S. Internal Revenue Service under EIN 95-6052259, based in Manhattan Bch, California.
- What is Sheet Metal Workers Welfare Plan of Southern California Arizona Nevada's EIN?
- Sheet Metal Workers Welfare Plan of Southern California Arizona Nevada's Employer Identification Number (EIN) is 95-6052259.
- How much revenue does Sheet Metal Workers Welfare Plan of Southern California Arizona Nevada report?
- Sheet Metal Workers Welfare Plan of Southern California Arizona Nevada reported $96,574,935 in total revenue on its fiscal year 2023 IRS Form 990 filing.
- How much of Sheet Metal Workers Welfare Plan of Southern California Arizona Nevada's spending goes to programs?
- Sheet Metal Workers Welfare Plan of Southern California Arizona Nevada spends about 92% of its total expenses on programs, based on its latest IRS Form 990.
- What financial grade does Sheet Metal Workers Welfare Plan of Southern California Arizona Nevada have?
- CharityIndex grades Sheet Metal Workers Welfare Plan of Southern California Arizona Nevada A, based on program efficiency and fundraising cost.
- How much does Sheet Metal Workers Welfare Plan of Southern California Arizona Nevada's highest-paid employee make?
- The highest reported compensation on Sheet Metal Workers Welfare Plan of Southern California Arizona Nevada's latest Form 990 is $0, paid to Alan Sandoval (Trustee).
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Data for Sheet Metal Workers Welfare Plan of Southern California Arizona Nevada (EIN 95-6052259) 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.