NONPROFIT BENEFITS TRUST DBA CALIFORNIA ASSOC OF NONPROFITS DENTAL & VISION PLAN (EIN 306560313) - Form 990 Financial Analysis & Trantor Score

🔒

Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Financial Trends

Organization Details

Formation Year

1984

Legal Domicile

Principal Officer

LAURA POCH

Phone

8314275222

Tax Period

2024-07-01 to 2025-06-30

NONPROFIT BENEFITS TRUST DBA CALIFORNIA ASSOC OF NONPROFITS DENTAL & VISION PLAN, founded in 1984, is a community nonprofit in the Mutual Benefit sector that reported $7.8M in total revenue in fiscal year 2024.

Mission

TO PROVIDE DENTAL AND VISION BENEFITS COVERING PARTICIPATING CALIFORNIA NON-PROFIT MEMBER ORGANIZATIONS AND THEIR EMPLOYEES.

🔒

Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

Sign in to view Trantor Score and financial metrics

Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $7,710,536

Investment Income $66,298

Other Revenue $0

TOTAL REVENUE $7,776,834

Expense Breakdown

Grants Paid $0

Salaries & Benefits $22,400

Fundraising Expenses $0

Other Expenses $1,239,131

TOTAL EXPENSES $7,586,609

Year-over-Year Comparison

	2024	2023	Change
Revenue	$7,776,834	$7,623,496	+0.0%
Expenses	$7,586,609	$7,475,857	+0.0%
Net Income	$190,225	$147,639	+0.3%

Key Indicators

✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✗ Schedule B Required

🔒

Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

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

$8,400

Total Directors

$22,400

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
LAURA POCH	CHAIR	1.00	Officer Director	$8,400	$0	$8,400
TONY DUONG	TRUSTEE	1.00	Director	$7,000	$0	$7,000
ROBERT PASCUAL	TRUSTEE	1.00	Director	$7,000	$0	$7,000

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
2025	$7,776,834	$7,586,609	$1,714,251	$190,225
2024	$7,623,496	$7,475,857	$1,563,998	$147,639
2023	$7,186,725	$7,433,228	$1,485,019	$-246,503
2022	$6,643,375	$7,236,362	$1,670,508	$-592,987
2021	$6,362,087	$6,846,954	$2,536,739	$-484,867
2020	$6,262,626	$6,578,693	$2,953,247	$-316,067
2019	$6,377,326	$6,784,274	$3,233,721	$-406,948
2018	$6,300,265	$7,192,475	$3,904,697	$-892,210

NONPROFIT BENEFITS TRUST DBA CALIFORNIA ASSOC OF NONPROFITS DENTAL & VISION PLAN