EXELIS EMPLOYEE BENEFIT TRUST

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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

1977

Legal Domicile

Principal Officer

CHRISTINA KUHNS

Phone

3217243682

Tax Period

2023-01-01 to 2023-12-31

EXELIS EMPLOYEE BENEFIT TRUST, founded in 1977, is a small nonprofit that reported $955K in total revenue in fiscal year 2023. Revenue surged 82% from the prior year, signaling strong growth momentum. The organization ran a surplus of $861K, a strong 90% operating margin.

Mission

TRUST IS ESTABLISHED TO RECEIVE, HOLD, INVEST AND REMIT EMPLOYER AND EMPLOYEE CONTRIBUTIONS FOR EMPLOYEE BENEFITS.

Program Service Accomplishments

Program 1

TO HOLD ASSETS FOR THE PURPOSE OF FUNDING HEALTH AND WELFARE BENEFITS AND ADMINISTRATIVE EXPENSES.

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $0

Investment Income $954,525

Other Revenue $0

TOTAL REVENUE $954,525

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $0

TOTAL EXPENSES $93,541

Year-over-Year Comparison

	2023	2022	Change
Revenue	$954,525	$525,334	+0.8%
Expenses	$93,541	$182,724	-0.5%
Net Income	$860,984	$342,610	+1.5%

Key Indicators

✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✗ Schedule B Required

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Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

N/A

Volunteers

N/A

Governance Policies

✓ Conflict of Interest Policy

✓ Whistleblower Policy

✓ Document Retention Policy

Special Practices & Reported Activities

✗ Operated a School

✗ Operated a Hospital

✗ Provided First Class Travel

✗ Reported Conflict of Interest

✗ Reported Asset Diversion

✗ Excess Benefit Transaction

✗ Made Political Expenditures

✗ Engaged in Lobbying

✗ Operated Donor Advised Fund

✗ Maintained Art Collections

✗ Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
N/A	DIRECTED TRUSTEE	1.00		$0	$0	$0

Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year	Revenue	Expenses	Assets	Net Income
2024	No data	No data	No data	No data
2023	$954,525	$93,541	$22,375,291	$860,984
2022	$525,334	$182,724	$18,573,552	$342,610
2021	$937,456	$363,854	$22,535,505	$573,602
2020	$2,187,959	$516,868	$19,213,520	$1,671,091
2019	$1,598,893	$535,024	$19,765,984	$1,063,869
2018	$840,210	$199,083	$16,563,018	$641,127