Inland Empire IBEW-NECA Health Plan (EIN 330544202) - 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

1993

Legal Domicile

Principal Officer

FRANCEEN HANLEY

Phone

8004226099

Tax Period

2023-01-01 to 2023-12-31

Inland Empire IBEW-NECA Health Plan, founded in 1993, is a mid-sized nonprofit that reported $15.3M in total revenue in fiscal year 2023. Revenue grew 11% year-over-year, indicating healthy expansion. The organization ran a surplus of $3.3M, a strong 22% operating margin.

Mission

PROVISION OF AFFORDABLE HEALTH BENEFITS TO ELIGIBLE PARTICIPANTS ON A GROUP BASIS.

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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 $13,939,039

Investment Income $1,327,351

Other Revenue $3,935

TOTAL REVENUE $15,270,325

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $730,819

TOTAL EXPENSES $11,976,575

Year-over-Year Comparison

	2023	2022	Change
Revenue	$15,270,325	$13,813,129	+0.1%
Expenses	$11,976,575	$10,653,419	+0.1%
Net Income	$3,293,750	$3,159,710	+0.0%

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

N/A

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

$594,651

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JASON ESHELMAN	UNION TRUSTEE	1.0	Director	$0	$55,193	$230,668
MIKE VASQUEZ	UNION TRUSTEE	1.0	Director	$0	$55,236	$200,464
TAVIA BRUNNER	MANAGEMENT TRUSTEE	1.0	Director	$0	$19,701	$129,986
ASHLEY BERG	MANAGEMENT TRUSTEE	1.0	Director	$0	$6,168	$33,533
LARRY STROHM	MANAGEMENT TRUSTEE	1.0	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	$15,270,325	$11,976,575	$34,581,003	$3,293,750
2022	$13,813,129	$10,653,419	$30,052,686	$3,159,710
2021	$11,787,355	$8,573,049	$26,872,456	$3,214,306
2020	$11,810,178	$8,695,395	$24,374,222	$3,114,783
2019	$11,666,323	$8,789,338	$20,358,104	$2,876,985
2018	$10,860,602	$7,623,015	$16,633,137	$3,237,587

Inland Empire IBEW-NECA Health Plan