WLRA 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

2006

Legal Domicile

Principal Officer

CHRIS BROWN

Phone

3076348816

Tax Period

2017-07-01 to 2018-06-30

WLRA EMPLOYEE BENEFIT TRUST, founded in 2006, is a community nonprofit that reported $3.7M in total revenue in fiscal year 2017. The organization ran a surplus of $983K, a strong 26% operating margin.

Mission

TO PROVIDE HEALTH INSURANCE TO EMPLOYEES OF PARTICIPATING EMPLOYERS.

Program Service Accomplishments

Program 1

Expenses: $2,756,493

TO PROVIDE AFFORDABLE MEDICAL, DENTAL,VISION AND PRESCRIPTION INSURANCE TO THE PARTICIPANTS OF THE WLRA BENEFIT PLAN AND TRUST. INSURANCE COVERAGE IS ALSO PROVIDED TO THE DEPENDENTS OF THE...

TO PROVIDE AFFORDABLE MEDICAL, DENTAL,VISION AND PRESCRIPTION INSURANCE TO THE PARTICIPANTS OF THE WLRA BENEFIT PLAN AND TRUST. INSURANCE COVERAGE IS ALSO PROVIDED TO THE DEPENDENTS OF THE PARTICIPANTS.

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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 (2017)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $3,737,470

Investment Income $1,676

Other Revenue $0

TOTAL REVENUE $3,739,146

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $2,756,493

Other Expenses $2,756,493

TOTAL EXPENSES $2,756,493

Year-over-Year Comparison

	2017	2016	Change
Revenue	$3,739,146	$3,734,719	+0.0%
Expenses	$2,756,493	$3,385,954	-0.2%
Net Income	$982,653	$348,765	+1.8%

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
TIM O'LEARY	TRUSTEE	1.00	Director	$0	$0	$0
GAIL BURKIS	CHAIR	1.00	Director	$0	$0	$0
KIRK LANE	TRUSTEE	1.00	Director	$0	$0	$0
JIM HINTON	TRUSTEE	1.00	Director	$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
2018	$3,739,146	$2,756,493	$559,491	$982,653