ILWU Warehouse Welfare Fund
Nonprofit profile at a glance
- EIN
- 946102389
- IRS 990 coverage
- 2014–2024
- Forms available
- Form 990 2024
- Location
- Pleasanton, CA, USA
- Phone
- 9254263565
- Rating confidence
- Limited
Reported finances
- Revenue
- $12,384,375
- Expenses
- $12,533,259
- Assets
- $7,067,442
- Liabilities
- $978,227
Source: IRS Form 990. Selected filing: tax year 2024. Amounts in USD.
Leadership & pay
7 people listed
Highest reported compensation
- JAMES BEARD (CHAIRMAN): $7,200 total reported compensation
- COREY TACCONI (SECRETARY): $7,200 total reported compensation
- THOMAS DILLON (TRUSTEE): $7,200 total reported compensation
Source: IRS Form 990. Selected filing: tax year 2024. Names and roles reflect this filing, not necessarily current officeholders.
Overview
Mission
To provide medical, dental, and other health benefits to eligible participants and their dependents.
What it reported doing in 2024
Provided medical, dental, and other health benefits to eligible participants and their dependents.
Operating model
- Revenue model
- Earned-program. 98% of the money available for current operations came from fees and other program revenue.
- Distribution model
- Cannot be determined from the filing. The filing does not provide enough consistent spending detail to tell whether the nonprofit works directly or through others.
The verdict
- The available evidence is not sufficient to produce an overall rating for this filing. This is not a warning sign.
Rating breakdown
- Financial Efficiency: NotEnoughData
- Transparency & Controls: 90
- Accountability: 66
- Sustainability: 36
- Growth: 60
Detailed rating inputs
Financial Efficiency
- Mission deployment rate: Limited
- Program expense ratio: Limited
- Fundraising efficiency: Limited
Transparency & Controls
- Consistency checks: 100%; rating input score 100; 62nd percentile among comparable filings
- Pay-setting controls: Limited
- Foreign activity oversight: Limited
- Grant itemization coverage: Limited
- Major donor itemization: Limited
- Related-party transparency: Limited
Accountability
- Independent voting board: 50%; rating input score 50; 8th percentile among comparable filings
- Governance controls: 7 of 9 controls in place; rating input score 88
- Conflict-of-interest policy: Pass
- Whistleblower policy: Pass
- Document-retention policy: Pass
- CEO compensation review process: Limited
- Other executive compensation review process: Fail
- Form 990 shared with the board: Pass
- Board meeting minutes documented: Pass
- Audit committee oversight: Pass
- Independent financial-statement audit: Pass
Sustainability
- Operating margin: -1.2%; rating input score 26; 26th percentile among comparable filings
- Total-asset coverage ratio: 0.56; rating input score 18; 18th percentile among comparable filings
- Liabilities to assets ratio: 0.14; rating input score 67; 67th percentile among comparable filings
- Officer compensation ratio: 0.2%; rating input score 91; 91st percentile among comparable filings
Growth
- Program expense growth: Limited
- Revenue growth: 2.9% per year; rating input score 100; 25th percentile among comparable filings
- Asset growth: 4% per year; rating input score 100; 29th percentile among comparable filings
Details
- Where the money goes: Financial trends and filed revenue, expense, asset, and liability detail
- Governance: 3 of 6 board members independent · 7 of 9 filing controls reported
- Programs: 1 filed program accomplishment
- Leadership: top reported pay $7K · 7 people listed
- Highest-paid contractors: 1 contractor listed · $241K reported
- Consistency: 11 of 11 current checks pass
- Schedules: 3 filed schedules
- Filing history: 11 filing years from 2014 to 2024
- Contacts: How to reach this organization
- Money network: 4 filed money-flow records
- Related organizations: 1 filed related-organization link
- Grant readiness: Federal tax and exclusion status, award history, and grant-maker relationships.
- People: Everyone the filings name, and which of them the filings identify by more than a name.
Key Signals
Signals prioritize questions for review. They are not findings of misconduct.
- Review — Accountability: Independent voting board scored 50/100.
- High — Sustainability: Operating margin scored 26/100.
- High — Sustainability: Total-asset coverage ratio scored 18/100.
- Review — Accountability: Governance controls: Other executive compensation review process not reported.