EMPLOYEE BENEFIT TR OF EASTERN PA (EIN 232251070) - 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

1983

Legal Domicile

Principal Officer

MR JON WALLITSCH

Phone

6105156412

Tax Period

2024-07-01 to 2025-06-30

EMPLOYEE BENEFIT TR OF EASTERN PA, founded in 1983, is a major nonprofit that reported $162.2M in total revenue in fiscal year 2024. Revenue grew 12% year-over-year, indicating healthy expansion.

Mission

HEALTH AND WELFARE TRUST

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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 (2024)

Revenue Breakdown

Contributions & Grants $125,017,471

Program Service Revenue $2,147,495

Investment Income $3,197,740

Other Revenue $31,805,056

TOTAL REVENUE $162,167,762

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $170,098,264

TOTAL EXPENSES $170,098,264

Year-over-Year Comparison

	2024	2023	Change
Revenue	$162,167,762	$145,265,497	+0.1%
Expenses	$170,098,264	$146,510,974	+0.2%
Net Income	$-7,930,502	$-1,245,477	+5.4%

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
DR MICHAEL BAIRD LEFT 122024	BOARD TRUSTE	1.00	Director	$0	$0	$0
MR KENNETH BUTZ LEFT 122024	BOARD TRUSTE	1.00	Director	$0	$0	$0
MR ROBERT RUTT JOINED 122024	BOARD TRUSTE	1.00	Director	$0	$0	$0
MR DOUG VAUGHN JOINED 122024	BOARD TRUSTE	1.00	Director	$0	$0	$0
MS CHARLENE STAPERT LEFT 22025	SUPPORT TRUS	1.00	Director	$0	$0	$0
MR PETE BARD LEFT 52025	BOARD TRUSTE	1.00	Director	$0	$0	$0
MS SUSAN WHITEWOOD JOINED 52025	BOARD TRUSTE	1.00	Director	$0	$0	$0
MR DONALD SANKER JOINED 92024	PROF TRUSTEE	1.00	Director	$0	$0	$0
MR PAUL KERNAN LEFT 92024	PROF TRUSTEE	1.00	Director	$0	$0	$0
MR MICHAEL SIMONETTA LEFT 92024	ADMIN TRUSTE	1.00	Director	$0	$0	$0
MS TAMMY SMALE JOINED 92024	ADMIN TRUSTE	1.00	Director	$0	$0	$0
MS JAMIE ACHENBACH	ADMIN TRUSTE	1.00	Director	$0	$0	$0
MS STEPHANIE ARNOLD	ADMIN TRUSTE	1.00	Director	$0	$0	$0
MS REBECCA BEAR	BOARD TRUSTE	1.00	Director	$0	$0	$0
MR MICHAEL BILOTTA	SUPPORT TRUS	1.00	Director	$0	$0	$0
DR BRIAN BLAUM	BOARD TRUSTE	1.00	Director	$0	$0	$0
MR KENNETH BREWER	BOARD TRUSTE	1.00	Director	$0	$0	$0
MS DELORES BRUCE	PROF TRUSTEE	1.00	Director	$0	$0	$0
MR JOEL BRUCH	BOARD TRUSTE	1.00	Director	$0	$0	$0
MS JULIA CEPEDA	PROF TRUSTEE	1.00	Director	$0	$0	$0
MS LAURA CONNOLLY	BOARD TRUSTE	1.00	Director	$0	$0	$0
MS VIVIAN DEMKO	BOARD TRUSTE	1.00	Director	$0	$0	$0
MS KELLY FOX	TRUST SECRET	1.00	Director	$0	$0	$0
MS JULIE GERBINO	ADMIN TRUSTE	1.00	Director	$0	$0	$0
MS MIRIAM GIOVE	SUPPORT TRUS	1.00	Director	$0	$0	$0
MS ANNE GORDON	SUPPORT TRUS	1.00	Director	$0	$0	$0
MS LISA HACKMAN	BOARD TRUSTE	1.00	Director	$0	$0	$0
MS HILARY HAKIM	PROF TRUSTEE	1.00	Director	$0	$0	$0
MR WILLIAM HESSLING	ADMIN TRUSTE	1.00	Director	$0	$0	$0
MR ALEX HIRSCH	PROF TRUSTEE	1.00	Director	$0	$0	$0
MS CARLA HUHN	SUPPORT TRUS	1.00	Director	$0	$0	$0
MR MATT ITTERLY	BOARD TRUSTE	1.00	Director	$0	$0	$0
MR CHRISTOPHER JARROW	BOARD TRUSTE	1.00	Director	$0	$0	$0
MS MELISSA KALINOSKI	BOARD TRUSTE	1.00	Director	$0	$0	$0
MR STEPHEN MANTZ	PROF TRUSTEE	1.00	Director	$0	$0	$0
MS DENISE MCGAUGHRAN	PROF TRUSTEE	1.00	Director	$0	$0	$0
MS DEBRA MILLER	ADMIN TRUSTE	1.00	Director	$0	$0	$0
MR CRAIG NEIMAN	ADMIN TRUSTE	1.00	Director	$0	$0	$0
MS ILKA O'DONAVAN	BOARD TRUSTE	1.00	Director	$0	$0	$0
MS ROSEMARIE PAOLUCCI	SUPPORT TRUS	1.00	Director	$0	$0	$0
MS JAMIE SCHISLER	PROF TRUSTEE	1.00	Director	$0	$0	$0
MS ERIN SOROCHINSKI	SUPPORT TRUS	1.00	Director	$0	$0	$0
MS DAWN SUTTER	SUPPORT TRUS	1.00	Director	$0	$0	$0
MS BRENDA VANBUSKIRK	ADMIN TRUSTE	1.00	Director	$0	$0	$0
MS TAMMY VANHOUWE	BOARD TRUSTE	1.00	Director	$0	$0	$0
MR DENNIS VIRGA	ADMIN TRUSTE	1.00	Director	$0	$0	$0
DR STUART WHITELEATHER	ADMIN TRUSTE	1.00	Director	$0	$0	$0
DR CHRISTOPHER WOLFEL	TRUST CHAIRP	1.00	Director	$0	$0	$0
MR JON WALLITSCH	TRUST MANAGE	2.00	Officer	$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
2025	$162,167,762	$170,098,264	$87,414,607	$-7,930,502
2024	No data	No data	No data	No data
2023	$131,846,786	$124,372,518	$101,245,704	$7,474,268
2022	$125,890,721	$126,166,193	$92,225,300	$-275,472
2021	$131,382,117	$125,025,752	$90,519,985	$6,356,365
2020	$128,789,132	$114,825,698	$82,180,506	$13,963,434
2019	$125,706,043	$121,536,995	$68,046,897	$4,169,048
2018	$118,505,200	$113,912,493	$63,143,761	$4,592,707

EMPLOYEE BENEFIT TR OF EASTERN PA