Southern California Soft Drink Ind & Teamsters Hlth & Wlfare Tr Fund is a 501(c)(9) organization based in West Covina, California, registered in 1979, with $28,588,083 in FY2024 revenue. CharityIndex grades it C+.
Revenue (FY2024)
$28.6M
▲ 2.4% vs prior year
Expenses (FY2024)
$28.1M
Net assets
$16.6M
Employees
—
Rated on 2 of 4 criteria — the rest aren't reported in this filing type.
Held down by its weakest criterion — a strong score on one criterion can't hide a weak one.
How the rating works →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 Soft Drink Ind & Teamsters Hlth & Wlfare Tr 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 Soft Drink Ind & Teamsters Hlth & Wlfare Tr Fund: 7 mo reserves · +2% 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. Not scored for Southern California Soft Drink Ind & Teamsters Hlth & Wlfare Tr 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 Southern California Soft Drink Ind & Teamsters Hlth & Wlfare Tr Fund: 1 of 5 disclosure signals earns a D on this criterion. See the exact thresholds →
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Revenue grew from $18.8M (FY2013) to $28.6M (FY2024) across 12 reported years.
Financial snapshot
Operating margin
1.8%
Revenue exceeded expenses in the latest fiscal year.
Total assets
$23.4M
Total liabilities
$6.9M
Net assets
$16.6M
| Fiscal year | Revenue | Expenses | Net assets | Total assets | Form |
|---|---|---|---|---|---|
| 2024 | $28,588,083▲2.4% | $28,086,891▲5.9% | $16,590,223▲3.4% | $23,442,717▲3.8% | 990 |
| 2023 | $27,929,159▼0.3% | $26,519,096▲0.7% | $16,051,076▲11.0% | $22,586,704▲6.2% | 990 |
| 2022 | $28,019,790▼1.6% | $26,341,062▼7.8% | $14,463,770▲13.5% | $21,273,297▲6.1% | 990 |
| 2021 | $28,474,883▲9.4% | $28,561,939▲10.9% | $12,748,579▼2.8% | $20,055,141▲2.2% | 990 |
| 2020 | $26,033,466▲5.4% | $25,744,018▲15.2% | $13,114,725▲1.2% | $19,629,987▲6.8% | 990 |
| 2019 | $24,709,905▲1.1% | $22,351,449▲1.2% | $12,955,869▲23.7% | $18,377,440▲15.7% | 990 |
| 2018 | $24,448,274▼1.1% | $22,094,999▲1.9% | $10,469,656▲29.7% | $15,878,891▲17.1% | 990 |
| 2017 | $24,712,362▲6.7% | $21,678,914▼5.9% | $8,071,787▲60.1% | $13,555,238▲23.4% | 990 |
| 2016 | $23,156,976▲7.5% | $23,033,110▲8.0% | $5,041,190▲2.2% | $10,984,569▲5.1% | 990 |
| 2015 | $21,541,193▲9.7% | $21,331,669▲6.1% | $4,931,668▲4.5% | $10,448,702▲4.4% | 990 |
| 2014 | $19,640,746▲4.5% | $20,113,721▼1.7% | $4,721,519▼9.2% | $10,007,956▼4.7% | 990 |
| 2013 | $18,800,558 | $20,468,199▲12.6% | $5,197,624▼24.3% | $10,505,730▼9.0% | 990 |
| 2012 | — | $18,172,393▲3.8% | $6,863,573▼7.2% | $11,549,366▼2.7% | 990 |
| 2011 | — | $17,500,354▲14.2% | $7,393,141▼11.3% | $11,868,896▼6.7% | 990 |
| 2010 | — | $15,320,126▼11.3% | $8,333,175▲11.8% | $12,726,266▲4.6% | 990 |
| 2009 | — | $17,262,437 | $7,455,593 | $12,164,593 | 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 Southern California Soft Drink Ind & Teamsters Hlth & Wlfare Tr Fund (EIN 95-3248029) 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.