CALIFORNIA EMPLOYERS HEALTHCARE ALLIANCE TRUST (EIN 276204864) - 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

NEAL DUDOVITZ

Phone

8182430222

Tax Period

2024-01-01 to 2024-12-31

CALIFORNIA EMPLOYERS HEALTHCARE ALLIANCE TRUST, founded in 2009, is a community nonprofit in the Mutual Benefit sector that reported $7.2M in total revenue in fiscal year 2024. Revenue surged 22% from the prior year, signaling strong growth momentum.

Mission

TO PROVIDE SUBSCRIBING EMPLOYERS TO PURCHASE VARIOUS INSURANCE PRODUCTS FOR THEIR EMPLOYEES.

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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 $7,122,189

Investment Income $0

Other Revenue $68,085

TOTAL REVENUE $7,190,274

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $212,423

TOTAL EXPENSES $7,177,318

Year-over-Year Comparison

	2024	2023	Change
Revenue	$7,190,274	$5,879,950	+0.2%
Expenses	$7,177,318	$5,996,298	+0.2%
Net Income	$12,956	$-116,348	-1.1%

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
PAUL BECHELY	TRUSTEE	2.0	Director	$0	$0	$0
NEAL DUDOVITZ	CHAIRPERSON	2.0	Officer Director	$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	$7,190,274	$7,177,318	$123,593	$12,956
2023	$5,879,950	$5,996,298	$31,218	$-116,348
2022	$5,403,564	$5,330,496	$113,877	$73,068
2021	$5,361,424	$5,394,603	$462,174	$-33,179
2020	$5,466,816	$5,688,994	$86,475	$-222,178
2019	$13,904,449	$13,831,216	$296,213	$73,233
2018	$11,668,254	$11,599,391	$225,731	$68,863

CALIFORNIA EMPLOYERS HEALTHCARE ALLIANCE TRUST