BEN HUDNALL MEMORIAL TRUST (EIN 205219583) - Form 990 Financial Analysis & Trantor Score

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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

LYNDA WAGNER

Phone

5106255886

Tax Period

2023-01-01 to 2023-12-31

BEN HUDNALL MEMORIAL TRUST, founded in 2006, is a mid-sized nonprofit in the Mutual Benefit sector that reported $40.3M in total revenue in fiscal year 2023. Revenue fell 21% from the prior year — a significant decline worth monitoring. Expenses of $38.8M left a modest 4% surplus.

Mission

THIS TRUST IS ESTABLISHED FOR THE EXCLUSIVE PURPOSE OF FUNDING AND IMPLEMENTING EDUCATION AND TRAINING PROGRAMS AND SERVICES DEVELOPED AND DECIDED BY KAISER PERMANENTE, THE ALLIANCE, AND THE COALITION REPRESENTING THE EMPLOYEES, IN FURTHERANCE OF THEIR EXEMPT PURPOSE.

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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 $40,260,539

Program Service Revenue $0

Investment Income $88,308

Other Revenue $0

TOTAL REVENUE $40,348,847

Expense Breakdown

Grants Paid $0

Salaries & Benefits $5,417,387

Fundraising Expenses $0

Program Expenses $37,276,341

Other Expenses $33,335,796

TOTAL EXPENSES $38,753,183

Year-over-Year Comparison

	2023	2022	Change
Revenue	$40,348,847	$50,973,816	-0.2%
Expenses	$38,753,183	$38,483,625	+0.0%
Net Income	$1,595,664	$12,490,191	-0.9%

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

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
DAN COUSINS	TRUSTEE - MANAGEMENT	0.20	Director	$0	$0	$0
JIM PRUITT	TRUSTEE - MANAGEMENT	0.20	Director	$0	$0	$0
MILTON JONES	TRUSTEE - LABOR	0.20	Director	$0	$0	$0
LINDA BRIDGES	TRUSTEE - LABOR	0.20	Director	$0	$0	$0
STEVE SHIELDS	TRUSTEE - MANAGEMENT	0.20	Director	$0	$0	$0
CHARMAINE MORALES	TRUSTEE - LABOR	0.20	Director	$0	$0	$0
BRYAN WYNN	TRUSTEE - LABOR	0.20	Director	$0	$0	$0
LYNDA WAGNER	CFO/MANAGING DIRECTOR	40.00	Highest	$176,499	$0	$176,499
TOM RAUCH	IT/MARKETING DIRECTOR	40.00	Highest	$147,793	$0	$147,793
KOY SAEPHAN	PROGRAMS DIRECTOR	40.00	Highest	$155,727	$0	$155,727
GARY LABARBERA	OPERATION DIRECTOR	40.00	Highest	$153,668	$0	$153,668
LUCY GUTIERREZ	HUMAN RESOURCES DIRECTOR	40.00	Highest	$150,325	$0	$150,325
ESTHER FREEMAN	DIRECTOR OF CAREER DEVELOPMENT	40.00	Highest	$133,150	$0	$133,150
KIMBERLY GRIMES-SOLOMON	DIRECTOR OF STRATEGIC PART	40.00	Highest	$132,448	$0	$132,448
BRIAN KELLY	ASSOCIATE DIRECTOR OF MARK	40.00	Highest	$121,768	$0	$121,768
ELAINA CHANCE	ASSOCIATE DIRECTOR OF CARE	40.00	Highest	$116,735	$0	$116,735

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	$40,348,847	$38,753,183	$47,703,486	$1,595,664
2022	$50,973,816	$38,483,625	$47,441,633	$12,490,191
2021	$35,135,589	$42,850,372	$33,714,091	$-7,714,783
2020	$33,606,058	$36,407,968	$40,834,863	$-2,801,910
2019	$31,624,358	$34,578,068	$43,745,452	$-2,953,710
2018	$28,858,411	$26,285,254	$46,479,886	$2,573,157

BEN HUDNALL MEMORIAL TRUST