PLEASANT VIEW EMPLOYEES BENEFIT ASSOC (EIN 310896568) - 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

1954

Legal Domicile

Principal Officer

WILLIAM LEEP

Phone

2198380155

Tax Period

2023-01-01 to 2023-12-31

PLEASANT VIEW EMPLOYEES BENEFIT ASSOC, founded in 1954, is a small nonprofit that reported $175K in total revenue in fiscal year 2023. Revenue fell 26% from the prior year — a significant decline worth monitoring. Expenses of $222K exceeded revenue, resulting in a 27% operating deficit.

Mission

TO PROVIDE MEDICAL, DENTAL AND UNEMPLOYMENT INSURANCE COVERAGE TO FULL TIME 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 (2023)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $174,591

Investment Income $0

Other Revenue $0

TOTAL REVENUE $174,591

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $222,077

TOTAL EXPENSES $222,077

Year-over-Year Comparison

	2023	2022	Change
Revenue	$174,591	$235,000	-0.3%
Expenses	$222,077	$224,249	0.0%
Net Income	$-47,486	$10,751	-5.4%

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

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
WILLIAM LEEP	PRESIDENT	10.00	Director	$0	$0	$0
BARTON LEEP	VICE PRESIDENT	10.00	Director	$0	$0	$0
FREDERICK LEEP	SEC TREASURER	10.00	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
2023	$174,591	$222,077	No data	$-47,486
2022	$235,000	$224,249	$47,485	$10,751
2021	$227,500	$215,860	$36,734	$11,640
2020	$240,200	$237,160	$24,331	$3,040
2019	$219,665	$200,966	$21,290	$18,699
2018	$196,240	$196,951	$2,591	$-711

PLEASANT VIEW EMPLOYEES BENEFIT ASSOC