BUILDING TRADES EMPLOYERS INSURANC… - Form 990 Financial Data

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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

1965

Legal Domicile

Principal Officer

JAMES D TAYLOR III

Phone

3154379294

Tax Period

2019-07-01 to 2020-06-30

BUILDING TRADES EMPLOYERS INSURANCE FUND, founded in 1965, is a small nonprofit that reported $385K in total revenue in fiscal year 2019. Revenue decreased 11% compared to the prior year. Expenses of $454K exceeded revenue, resulting in a 18% operating deficit.

Mission

PROVIDES LIFE AND DENTAL INSURANCE

Program Service Accomplishments

Program 1

THIS ORGANIZATION PROVIDES GROUP LIFE AND DENTAL INSURANCE TO EMPLOYEES OF PARTICIPATING FIRMS. THESE PROGRAMS PROVIDE INSURANCE FOR APPROXIMATELY 754 INDIVIDUALS.

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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 (2019)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $339,688

Investment Income $4,723

Other Revenue $40,568

TOTAL REVENUE $384,979

Expense Breakdown

Grants Paid $0

Salaries & Benefits $17,028

Fundraising Expenses $0

Other Expenses $109,732

TOTAL EXPENSES $454,176

Year-over-Year Comparison

	2019	2018	Change
Revenue	$384,979	$430,212	-0.1%
Expenses	$454,176	$487,802	-0.1%
Net Income	$-69,197	$-57,590	+0.2%

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
JAMES D TAYLOR III	TRUSTEE	1.00	Director	$0	$0	$0
DAVID A REBHAHN	TRUSTEE	1.00	Director	$0	$0	$0
CRAIG ZINSERLING	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
2020	$384,979	$454,176	$129,538	$-69,197
2019	$430,212	$487,802	$202,226	$-57,590
2018	$408,443	$496,779	$266,526	$-88,336

BUILDING TRADES EMPLOYERS INSURANCE FUND