ORANGE COUNTY EMPLOYEES ASSOCIATION HEALTH AND WELFARE TRUST (EIN 330660405) - 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

1998

Legal Domicile

Principal Officer

MARIA CORONA

Phone

7148353355

Tax Period

2023-01-01 to 2023-12-31

ORANGE COUNTY EMPLOYEES ASSOCIATION HEALTH AND WELFARE TRUST, founded in 1998, is a mid-sized nonprofit in the Mutual Benefit sector that reported $17.8M in total revenue in fiscal year 2023. Expenses of $17.1M left a modest 4% surplus.

Mission

TO PROVIDE HEALTH AND WELFARE BENEFITS TO ELIGIBLE 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 $16,525,547

Investment Income $1,114,996

Other Revenue $129,702

TOTAL REVENUE $17,770,245

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $2,632,707

TOTAL EXPENSES $17,143,284

Year-over-Year Comparison

	2023	2022	Change
Revenue	$17,770,245	$17,787,150	0.0%
Expenses	$17,143,284	$16,557,167	+0.0%
Net Income	$626,961	$1,229,983	-0.5%

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

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Elizabeth Cooper-Butler	Chair	5.0	Officer Director	$0	$0	$0
Maria Corona	Secretary, Board Liaison	5.0	Officer Director	$0	$0	$0
Iriss Barriga	Trustee	5.0	Director	$0	$0	$0
Jose Gomez	Trustee	5.0	Director	$0	$0	$0
Lani Nguyen	Trustee	5.0	Director	$0	$0	$0
Angelo Lugo	Trustee	5.0	Director	$0	$0	$0
Esperanza Martinez	Trustee	5.0	Director	$0	$0	$0
SEE SCHEDULE O FOR COMPENSATION	PAID BY RELATED ORGANIZATIONS	0.0	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	$17,770,245	$17,143,284	$48,089,007	$626,961
2022	$17,787,150	$16,557,167	$43,441,291	$1,229,983
2021	$18,015,858	$16,495,351	$43,592,542	$1,520,507
2021	$17,289,153	$13,117,686	$45,817,870	$4,171,467
2020	$16,875,986	$15,789,043	$40,095,238	$1,086,943
2019	$17,594,783	$16,051,553	$36,423,002	$1,543,230
2018	$16,497,120	$15,823,837	$33,175,285	$673,283

ORANGE COUNTY EMPLOYEES ASSOCIATION HEALTH AND WELFARE TRUST