Employment Partners Benefits Fund (EIN 251000614) - 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

1950

Legal Domicile

Principal Officer

William L Parry Jr

Phone

4123632700

Tax Period

2024-01-01 to 2024-12-31

Employment Partners Benefits Fund, founded in 1950, is a mid-sized nonprofit that reported $59.4M in total revenue in fiscal year 2024. Expenses of $66.5M exceeded revenue, resulting in a 12% operating deficit.

Mission

To provide for the payment of health welfare benefits to eligible members of the participating companies

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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 $0

Program Service Revenue $57,804,134

Investment Income $1,614,091

Other Revenue $27,554

TOTAL REVENUE $59,445,779

Expense Breakdown

Grants Paid $0

Salaries & Benefits $639,074

Fundraising Expenses $0

Other Expenses $1,033,600

TOTAL EXPENSES $66,457,266

Year-over-Year Comparison

	2024	2023	Change
Revenue	$59,445,779	$60,656,702	0.0%
Expenses	$66,457,266	$69,233,742	0.0%
Net Income	$-7,011,487	$-8,577,040	-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

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
WILLIAM L PARRY JR	Fund Director	40.00	Highest	$139,446	$30,007	$169,453
M E DOUTT	Trustee	4.00	Director	$0	$0	$0
KEITH J FRANK	Trustee	4.00	Director	$0	$0	$0
SCOTT J STANLEY	Trustee	4.00	Director	$0	$0	$0
DOUG J LONGENETTE JR	Trustee	4.00	Director	$0	$0	$0
RAYMOND J MILLER	Trustee	4.00	Director	$0	$0	$0
JEFFREY J O'HARA	Trustee	4.00	Director	$0	$0	$0
TAMMY M SABO	Trustee	4.00	Director	$0	$0	$0
DARRYL P WATT	Trustee	4.00	Director	$0	$0	$0
EDWARD A BOEHM	Trustee	4.00	Director	$0	$0	$0
ROBERT J PERKINS	Trustee	4.00		$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	$59,445,779	$66,457,266	$83,394,651	$-7,011,487
2023	$60,656,702	$69,233,742	$85,214,135	$-8,577,040
2022	$58,806,359	$60,614,537	$88,752,950	$-1,808,178
2021	$64,180,754	$58,268,283	$104,465,192	$5,912,471
2020	$65,931,524	$67,048,443	$97,280,662	$-1,116,919
2019	$63,808,872	$62,406,030	$89,332,193	$1,402,842
2018	$61,161,352	$62,436,049	$79,769,515	$-1,274,697

Employment Partners Benefits Fund