CVS HEALTH EMPLOYEE RELIEF FUND (EIN 274380115) - 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

2010

Legal Domicile

Principal Officer

FAITH WEINER

Phone

4017701500

Tax Period

2023-01-01 to 2023-12-31

CVS HEALTH EMPLOYEE RELIEF FUND, founded in 2010, is a small nonprofit in the Human Services sector that reported $711K in total revenue in fiscal year 2023. Revenue fell 53% from the prior year — a significant decline worth monitoring. The organization ran a surplus of $258K, a strong 36% operating margin.

Mission

TO PROVIDE SHORT-TERM, IMMEDIATE RELIEF TO EMPLOYEES OF CVS HEALTH WHO HAVE SUFFERED HARDSHIP AS A RESULT OF A NATURAL DISASTER, FAMILY DEATH OR OTHER UNFORESEEN DESIGNATED EVENTS.

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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 $711,023

Program Service Revenue $0

Investment Income $0

Other Revenue $0

TOTAL REVENUE $711,023

Expense Breakdown

Grants Paid $447,895

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $447,895

Other Expenses $5,500

TOTAL EXPENSES $453,395

Year-over-Year Comparison

	2023	2022	Change
Revenue	$711,023	$1,521,830	-0.5%
Expenses	$453,395	$2,771,496	-0.8%
Net Income	$257,628	$-1,249,666	-1.2%

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

N/A

Employees

N/A

Volunteers

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
THOMAS S MOFFATT	VICE PRESIDENT/SECRETARY/DIRECTOR	1.00	Officer Director	$0	$0	$0
FRANK L BROWN	DIRECTOR	1.00	Director	$0	$0	$0
MEGAN MAHONEY	DIRECTOR/TREASURER	1.00	Officer Director	$0	$0	$0
MELANIE K ST ANGELO	ASSISTANT SECRETARY	1.00	Officer	$0	$0	$0
FAITH WEINER	PRESIDENT (AS OF 11/21/2023)	20.00	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
2024	No data	No data	No data	No data
2023	$711,023	$453,395	$1,039,555	$257,628
2022	$1,521,830	$2,771,496	$826,644	$-1,249,666
2021	$903,779	$154,062	$2,042,252	$749,717
2020	$2,910,810	$2,684,620	$1,316,664	$226,190
2019	$525,157	$293,850	$1,056,007	$231,307
2018	$517,308	$572,060	$825,280	$-54,752

CVS HEALTH EMPLOYEE RELIEF FUND