Southern California Ibew-neca Health Trust Fund is a 501(c)(9) organization based in Pasadena, California, registered in 1966, with $149,164,729 in FY2023 revenue. CharityIndex grades it A.
Revenue (FY2023)
$149.2M
▲ 11.8% vs prior year
Expenses (FY2023)
$136.1M
Net assets
$34.3M
Employees
0
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 Southern California Ibew-neca Health 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 Southern California Ibew-neca Health Trust Fund: 3 mo reserves · +9% margin earns a A 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. For Southern California Ibew-neca Health Trust Fund: 5 of 6 checks met earns a A on this criterion. 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 Southern California Ibew-neca Health Trust Fund: 3 of 5 disclosure signals earns a B on this criterion. See the exact thresholds →
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See schedule o
Revenue grew from $86.5M (FY2013) to $149.2M (FY2023) across 11 reported years.
Financial snapshot
Operating margin
8.8%
Revenue exceeded expenses in the latest fiscal year.
Total assets
$129.2M
Total liabilities
$94.9M
Net assets
$34.3M
Salaries & benefits
$0
0% of expenses
Board members
6
0 independent
| Fiscal year | Revenue | Expenses | Net assets | Total assets | Form |
|---|---|---|---|---|---|
| 2023 | $149,164,729▲11.8% | $136,064,772▼1.2% | $34,312,382▲99.0% | $129,246,145▲9.4% | 990 |
| 2022 | $133,415,600▼4.1% | $137,699,442▼5.3% | $17,246,185▼27.6% | $118,120,442▼7.4% | 990 |
| 2021 | $139,145,344▲8.0% | $145,340,796▲9.4% | $23,824,427▼49.8% | $127,513,631▼13.2% | 990 |
| 2020 | $128,851,965▼10.8% | $132,796,334▼11.2% | $47,487,276▲1.5% | $146,900,015▼1.1% | 990 |
| 2019 | $144,439,265▲5.6% | $149,513,285▲14.4% | $46,787,573▼9.3% | $148,506,620▲8.4% | 990 |
| 2018 | $136,761,908▲20.0% | $130,675,952▲14.8% | $51,593,904▲21.5% | $136,949,004▲19.2% | 990 |
| 2017 | $113,998,534▼2.2% | $113,827,407▲1.2% | $42,450,505▼4.7% | $114,895,153▼0.7% | 990 |
| 2016 | $116,537,462▲7.8% | $112,454,469▲4.6% | $44,526,071▲9.8% | $115,708,650▲10.7% | 990 |
| 2015 | $108,151,100▲16.9% | $107,551,855▲9.3% | $40,541,083▼6.2% | $104,489,003▲3.8% | 990 |
| 2014 | $92,522,163▲7.0% | $98,428,560▲10.9% | $43,201,771▼16.4% | $100,628,117▼2.7% | 990 |
| 2013 | $86,499,653 | $88,716,610▼0.2% | $51,680,130▲0.3% | $103,434,809▲0.4% | 990 |
| 2012 | — | $88,913,026▲26.0% | $51,524,708▲10.0% | $103,039,553▲14.8% | 990 |
| 2011 | — | $70,572,437▲4.5% | $46,831,232▲15.9% | $89,765,919▲6.0% | 990 |
| 2010 | — | $67,510,139▼5.0% | $40,415,868▼8.6% | $84,694,263▼4.2% | 990 |
| 2009 | — | $71,074,985 | $44,239,613 | $88,409,735 | 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.
| Name | Title | Hours/week | Compensation |
|---|---|---|---|
| Eric Cartier | Management Trustee | 6 | — |
| Gaylord Rusty Roten | Union Trustee | 3 | — |
| James M Willson | Management Trustee | 4 | — |
| Joel Barton | Union Trustee | 1 | — |
| Robert Corona | Union Trustee | 1 | — |
| Sean Mckenna | Management Trustee | 1 | — |
| Contractor | Services | Paid |
|---|---|---|
| Sc Ibew-neca Admin Corp | Administration Svcs | $3,771,214 |
| Coast Benefits Inc | Administrative Svcs | $375,220 |
| Rael Letson | Consultant | $310,578 |
| Medexpert International Inc | Health Consultant | $252,280 |
| Laquer Urban Clifford Hodge | Legal Services | $198,361 |
Explore more
Data for Southern California Ibew-neca Health Trust Fund (EIN 95-6140101) 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.