WHOLESALERS' GROUP LIFE AND HEALTH BENEFIT PLAN (EIN 311371093) - 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

1990

Legal Domicile

Principal Officer

ROBERT DITOMMASO

Phone

9372945331

Tax Period

2023-01-01 to 2023-12-31

WHOLESALERS' GROUP LIFE AND HEALTH BENEFIT PLAN, founded in 1990, is a mid-sized nonprofit that reported $66.1M in total revenue in fiscal year 2023. Revenue grew 9% year-over-year, indicating healthy expansion.

Mission

PROVISION OF HEALTH AND WELFARE BENEFITS TO PLAN 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 $65,674,355

Investment Income $422,959

Other Revenue $0

TOTAL REVENUE $66,097,314

Expense Breakdown

Grants Paid $0

Salaries & Benefits $8,722

Fundraising Expenses $0

Other Expenses $14,212,493

TOTAL EXPENSES $65,088,248

Year-over-Year Comparison

	2023	2022	Change
Revenue	$66,097,314	$60,640,701	+0.1%
Expenses	$65,088,248	$56,262,030	+0.2%
Net Income	$1,009,066	$4,378,671	-0.8%

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
BRANDON YANAK	TRUSTEE	1.00	Director	$0	$0	$0
MICHAEL KIRKLAND	TRUSTEE	1.00	Director	$0	$0	$0
ROBERT DITOMMASO	TRUSTEE	1.00	Director	$0	$0	$0
KATIE JOSEPH	TRUSTEE	1.00	Director	$0	$0	$0
N/A	TRUSTEE	10.00		$8,722	$0	$8,722

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	$66,097,314	$65,088,248	$14,407,117	$1,009,066
2022	$60,640,701	$56,262,030	$12,430,735	$4,378,671
2021	$56,286,491	$57,526,474	$7,139,163	$-1,239,983
2020	$53,279,131	$51,133,251	$8,356,278	$2,145,880
2019	$45,325,197	$49,741,377	$6,203,690	$-4,416,180
2018	$41,872,495	$44,123,122	$11,658,560	$-2,250,627

WHOLESALERS' GROUP LIFE AND HEALTH BENEFIT PLAN