DSRA BENEFIT TRUST INC (EIN 264594868) - 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

2009

Legal Domicile

Principal Officer

LORI OSTRANDER

Phone

5854242079

Tax Period

2023-01-01 to 2023-12-31

DSRA BENEFIT TRUST INC, founded in 2009, is a small nonprofit that reported $111K in total revenue in fiscal year 2023. Revenue surged 35% from the prior year, signaling strong growth momentum. Expenses of $276K exceeded revenue, resulting in a 148% operating deficit.

Mission

TO PROVIDE RETIREMENT WELFARE BENEFITS TO ELIGIBLE RETIREES OF DELPHI CORP AND/OR THEIR SURVIVORS.

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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 $0

Program Service Revenue $0

Investment Income $56,766

Other Revenue $54,675

TOTAL REVENUE $111,441

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $138,482

Other Expenses $137,831

TOTAL EXPENSES $276,313

Year-over-Year Comparison

	2023	2022	Change
Revenue	$111,441	$82,642	+0.3%
Expenses	$276,313	$235,683	+0.2%
Net Income	$-164,872	$-153,041	+0.1%

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

$18,000

Total Directors

$30,000

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
PAUL BEITER	CHAIRPERSON	10.00	Officer Director	$6,000	$0	$6,000
STEPHEN DUCA	MEMBER AT LARGE	8.00	Director	$6,000	$0	$6,000
LORI OSTRANDER	TREASURER	10.00	Officer Director	$6,000	$0	$6,000
GREG WHITE	MEMBER AT LARGE	8.00	Director	$6,000	$0	$6,000
SHARON DELEZENNE	SECRETARY	10.00	Officer Director	$6,000	$0	$6,000

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	$111,441	$276,313	$723,763	$-164,872
2022	$82,642	$235,683	$805,926	$-153,041
2021	$170,306	$335,914	$1,129,873	$-165,608
2020	$174,935	$204,275	$1,266,540	$-29,340
2019	$607,735	$412,897	$1,242,080	$194,838
2018	$258,268	$477,322	$1,089,856	$-219,054

DSRA BENEFIT TRUST INC