ABC CALIFORNIA HEALTH TRUST WELFAR… - Form 990 Financial Data

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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

BRENT DUSENBERRY

Phone

6196832030

Tax Period

2023-01-01 to 2023-12-31

ABC CALIFORNIA HEALTH TRUST WELFARE BENEFIT PLAN, founded in 1990, is a mid-sized nonprofit that reported $18.7M in total revenue in fiscal year 2023.

Mission

THE TRUST FUND IS INTENDED TO PROVIDE A DISTINCT LEGAL ENTITY INTO WHICH MONIES MAY BE CONTRIBUTED BY PARTICIPATING EMPLOYERS AND EMPLOYEES FOR THE EXCLUSIVE PURPOSE OF CREATING AND ADMINISTERING AN EMPLOYEE WELFARE BENEFIT PLAN (OR PLANS) FOR THE BENEFIT OF PARTICIPATING EMPLOYERS, AND THEIR BENEFICIARIES, AND FOR DEFRAYING REASONABLE EXPENSES OF ADMINISTRATION.

Program Service Accomplishments

Program 1

PROVIDE HEALTH BENEFITS FOR EMPLOYERS/EMPLOYEES AND THEIR COVERED DEPENDENTS.

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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 $18,532,461

Investment Income $131,275

Other Revenue $0

TOTAL REVENUE $18,663,736

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $1,823,920

TOTAL EXPENSES $18,369,073

Year-over-Year Comparison

	2023	2022	Change
Revenue	$18,663,736	$17,910,643	+0.0%
Expenses	$18,369,073	$17,562,166	+0.0%
Net Income	$294,663	$348,477	-0.2%

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

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
BRENT DUSENBERRY	CHAIR	1.00	Officer Director	$0	$0	$0
MIKE WEBB	SECRETARY	1.00	Officer Director	$0	$0	$0
EMILY HARTNETT	TRUSTEE	1.00	Director	$0	$0	$0
ALEX GALICIA	TRUSTEE	1.00	Director	$0	$0	$0
SANDRA MENDEZ	TRUSTEE	1.00	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
2024	No data	No data	No data	No data
2023	$18,663,736	$18,369,073	$8,650,108	$294,663
2022	$17,910,643	$17,562,166	$7,494,647	$348,477
2021	$18,293,053	$18,382,915	$8,208,446	$-89,862
2021	$18,293,053	$18,644,178	$8,208,446	$-351,125
2020	$18,940,167	$18,320,717	$7,983,907	$619,450
2019	$19,957,681	$18,688,240	$6,978,953	$1,269,441
2018	$17,843,030	$16,861,637	$4,886,697	$981,393

ABC CALIFORNIA HEALTH TRUST WELFARE BENEFIT PLAN