ABC OF SOUTHERN CALIFORNIA BENEFIT TRUST FUND WELFARE BENEFIT PLAN (EIN 336227695) - 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

RICHARD A DEISHER

Phone

7147793199

Tax Period

2023-01-01 to 2023-12-31

ABC OF SOUTHERN CALIFORNIA BENEFIT TRUST FUND WELFARE BENEFIT PLAN, founded in 1998, is a mid-sized nonprofit in the Mutual Benefit sector that reported $23.7M in total revenue in fiscal year 2023.

Mission

TO PROVIDE HEALTH BENEFITS FOR PARTICIPANTS 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 $23,560,836

Investment Income $129,220

Other Revenue $59,045

TOTAL REVENUE $23,749,101

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $2,070,223

TOTAL EXPENSES $24,148,501

Year-over-Year Comparison

	2023	2022	Change
Revenue	$23,749,101	$23,713,513	+0.0%
Expenses	$24,148,501	$24,346,661	0.0%
Net Income	$-399,400	$-633,148	-0.4%

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
RICHARD VSMILEY	TRUSTEE	1.00	Director	$0	$0	$0
RICHARD ADEISHER	CHAIRMAN	1.00	Director	$0	$0	$0
JAMES KERR	SECRETARY/TRUSTEE	1.00	Director	$0	$0	$0
DOUG LYVERS	TRUSTEE	1.00	Director	$0	$0	$0
JON KRYSTAFIK	TRUSTEE	1.00	Director	$0	$0	$0
JOSHUA REYES	TRUSTEE	1.00	Director	$0	$0	$0
BRIAN AKERLEY	TRUSTEE	1.00	Director	$0	$0	$0
ROBERT STUART	TRUSTEE	1.00	Director	$0	$0	$0
ARNOLD ARSENAULT	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
2023	$23,749,101	$24,148,501	$6,156,065	$-399,400
2022	$23,713,513	$24,346,661	$6,040,587	$-633,148
2021	$22,736,999	$22,748,901	$7,211,666	$-11,902
2020	$19,956,433	$20,478,637	$7,331,384	$-522,204
2019	$18,124,613	$14,687,355	$7,359,399	$3,437,258
2018	$12,147,217	$11,632,799	$6,568,497	$514,418

ABC OF SOUTHERN CALIFORNIA BENEFIT TRUST FUND WELFARE BENEFIT PLAN