ZIMMER VOLUNTARY EMPLOYEES' BENEFIT TRUST

EIN: 276100121

SOUTH BEND, IN

Total Revenue
$3,510
Total Expenses
$1,070,186
Total Assets
N/A
Net Assets
N/A
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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
IN
Principal Officer
LIZ CROWLEY
Phone
5742352170
Tax Period
2020-01-01 to 2020-12-31

ZIMMER VOLUNTARY EMPLOYEES' BENEFIT TRUST, founded in 2009, is a micro nonprofit that reported $4K in total revenue in fiscal year 2020. Revenue fell 84% from the prior year — a significant decline worth monitoring. Expenses of $1.1M exceeded revenue, resulting in a 30390% operating deficit.

Mission

TO FUND MEDICAL BENEFITS FOR MEMBERS

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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%)

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Financial Overview (2020)

Revenue Breakdown

Contributions & Grants $0
Program Service Revenue $0
Investment Income $3,510
Other Revenue $0
TOTAL REVENUE $3,510

Expense Breakdown

Grants Paid $0
Salaries & Benefits $2,998
Fundraising Expenses $0
Program Expenses $2,998
Other Expenses $1,067,188
TOTAL EXPENSES $1,070,186

Year-over-Year Comparison

2020 2019 Change
Revenue $3,510 $22,630 -0.8%
Expenses $1,070,186 $37,204 +27.8%
Net Income $-1,066,676 $-14,574 +72.2%
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

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Governance

Voting Members
N/A
Independent Members
N/A
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
0
$0
Total Directors
0
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
N/A TRUSTEE 1.00
$2,998 $0 $2,998
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 $3,510 $1,070,186 No data $-1,066,676
2019 $22,630 $37,204 $1,067,093 $-14,574
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