Employee Health & Welfare Benefit Plan Trust

EIN: 276763813 Mutual Benefit

Beverly Hills, CA

Total Revenue
$6,912,062
Total Expenses
$6,823,855
Total Assets
$104,073
Net Assets
$104,073
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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
CA
Principal Officer
Veronica Gonzalez
Phone
3108599366
Tax Period
2023-01-01 to 2023-12-31

Employee Health & Welfare Benefit Plan Trust, founded in 2010, is a community nonprofit in the Mutual Benefit sector that reported $6.9M in total revenue in fiscal year 2023.

Mission

To receive and hold funds to pay or reimburse employee group health and welfare plan expenses.

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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 (2023)

Revenue Breakdown

Contributions & Grants $0
Program Service Revenue $6,912,062
Investment Income $0
Other Revenue $0
TOTAL REVENUE $6,912,062

Expense Breakdown

Grants Paid $0
Salaries & Benefits $0
Fundraising Expenses $0
Other Expenses $6,823,855
TOTAL EXPENSES $6,823,855

Year-over-Year Comparison

2023 2022 Change
Revenue $6,912,062 $6,898,707 +0.0%
Expenses $6,823,855 $6,963,713 0.0%
Net Income $88,207 $-65,006 -2.4%
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
3
Independent Members
3
Employees
N/A
Volunteers
3

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
3
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
Thomas Slatkin Trustee 1.00
Director
$0 $0 $0
Edward Slatkin Trustee 1.00
Director
$0 $0 $0
Veronica Gonzalez Trustee 5.00
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 No data No data No data No data
2023 $6,912,062 $6,823,855 $104,073 $88,207
2022 $6,898,707 $6,963,713 $15,866 $-65,006
2021 $5,409,592 $5,413,826 $80,872 $-4,234
2020 $5,153,672 $5,318,622 $85,106 $-164,950
2019 $6,215,148 $6,132,823 $250,056 $82,325
2018 $6,309,021 $6,240,868 $167,731 $68,153
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