ERNST & YOUNG BENEFIT TRUST Sean T O'Donnell (EIN 341346862) - 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

1982

Legal Domicile

Principal Officer

Sean T O'Donnell

Phone

2018722988

Tax Period

2023-01-01 to 2023-12-31

ERNST & YOUNG BENEFIT TRUST Sean T O'Donnell, founded in 1982, is a small nonprofit that reported $165K in total revenue in fiscal year 2023. Revenue fell 87% from the prior year — a significant decline worth monitoring. The organization ran a surplus of $69K, a strong 42% operating margin.

Mission

The VEBA Trust is associated with the Ernst & Young Group Term Life Insurance Plan. The Plan offers insurance benefits to its 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 $158,834

Investment Income $6,210

Other Revenue $0

TOTAL REVENUE $165,044

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $0

TOTAL EXPENSES $95,950

Year-over-Year Comparison

	2023	2022	Change
Revenue	$165,044	$1,273,766	-0.9%
Expenses	$95,950	$1,403,541	-0.9%
Net Income	$69,094	$-129,775	-1.5%

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	Role	Reportable Comp	Other Comp	Total
Sean O'Donnell	Administrative Committee Chair	Director	$0	$0	$0
Diane Blessinger	Investment Committee Member	Director	$0	$0	$0
Walter Kress	Investment Committee Member	Director	$0	$0	$0
Michael DeFrancisci	Admin Committee Member	Director	$0	$0	$0
Jon Glazer	Invest Admin Committee Member	Director	$0	$0	$0
BMO	Institutional Trustee		$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	$165,044	$95,950	$97,896	$69,094
2022	$1,273,766	$1,403,541	$28,802	$-129,775
2021	$1,178,580	$1,310,536	$158,577	$-131,956
2020	$1,280,749	$1,381,808	$290,533	$-101,059

ERNST & YOUNG BENEFIT TRUST Sean T O'Donnell