CDI SERVICES EMPLOYEE BENEFIT TRUST

EIN: 351766752

MURFREESBORO, TN

Total Revenue
$250,562
Total Expenses
$235,203
Total Assets
$43,558
Net Assets
$43,558
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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
1989
Legal Domicile
IN
Principal Officer
ELIZABTEH FOX GAST
Phone
6158952070
Tax Period
2024-03-01 to 2025-02-28

CDI SERVICES EMPLOYEE BENEFIT TRUST, founded in 1989, is a small nonprofit that reported $251K in total revenue in fiscal year 2024. Revenue decreased 11% compared to the prior year. Expenses of $235K left a modest 6% surplus.

Mission

TO PROVIDE EMPLOYEE HEALTH BENEFITS UNDER A VOLUNTARY EMPLOYEES BENEFICIARY ASSOCIATION (VEBA)

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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%)

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Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $0
Program Service Revenue $250,030
Investment Income $532
Other Revenue $0
TOTAL REVENUE $250,562

Expense Breakdown

Grants Paid $0
Salaries & Benefits $0
Fundraising Expenses $0
Other Expenses $525
TOTAL EXPENSES $235,203

Year-over-Year Comparison

2024 2023 Change
Revenue $250,562 $282,245 -0.1%
Expenses $235,203 $286,618 -0.2%
Net Income $15,359 $-4,373 -4.5%
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

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Governance

Voting Members
2
Independent Members
2
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
2
$0
Total Directors
0
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
ELIZABTEH FOX GAST PRESIDENT/SE 1.00
Officer
$0 $0 $0
JOSEPH GAST EXECUTIVE VP 1.00
Officer
$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
2025 $250,562 $235,203 $43,558 $15,359
2024 $282,245 $286,618 $28,199 $-4,373
2023 $413,976 $406,921 $32,572 $7,055
2022 $546,338 $585,353 $25,517 $-39,015
2021 $532,210 $498,481 $64,532 $33,729
2020 $187,639 $251,281 $30,803 $-63,642
2019 $369,276 $334,755 $94,445 $34,521
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