Employee Health & Welfare Benefit … - Form 990 Financial Data

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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

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.

Program Service Accomplishments

Program 1

The trust received and held funds to pay or reimburse medical expenses of employees of the trust's sponsor and the related employee benefit plan. At December 31, 2023, the plan had 457 participants.

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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 $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

Governance

Voting Members

Independent Members

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 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

Employee Health & Welfare Benefit Plan Trust