TOUCH OF CLASS CATALOG EMPLOYEE BENEFIT TRUST (EIN 351998409) - 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

1996

Legal Domicile

Principal Officer

FREDERICK BELL

Phone

8126833707

Tax Period

2024-01-01 to 2024-12-31

TOUCH OF CLASS CATALOG EMPLOYEE BENEFIT TRUST, founded in 1996, is a small nonprofit that reported $857K in total revenue in fiscal year 2024.

Mission

THE SOLE PURPOSE OF MAINTAINING THIS TAX EXEMPT TRUST IS TO PROVIDE BENEFITS AS COVERED BY THE APPROVED PLAN FOR ALL ELIGIBLE EMPLOYEES ON A NONDISCRIMINATORY BASIS. THE EMPLOYER, ACTIVE PARTICIPANTS, AND ELIGIBLE COBRA BENEFICIARIES CONTRIBUTE TO THE PLAN.

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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 (2024)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $831,695

Investment Income $72

Other Revenue $25,449

TOTAL REVENUE $857,216

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $861,524

Other Expenses $228,642

TOTAL EXPENSES $904,401

Year-over-Year Comparison

	2024	2023	Change
Revenue	$857,216	$825,010	+0.0%
Expenses	$904,401	$819,144	+0.1%
Net Income	$-47,185	$5,866	-9.0%

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
FREDERICK BELL	TRUSTEE	1.00	Director	$0	$0	$0
CARLA PARKE-BELL	TRUSTEE	1.00	Director	$0	$0	$0
JENNIFER ROEDEL	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	$857,216	$904,401	$33,731	$-47,185
2023	$825,010	$819,144	$10,916	$5,866
2022	$957,169	$1,029,170	$10,050	$-72,001
2021	$652,263	$673,729	$67,051	$-21,466
2020	$791,584	$768,769	$68,517	$22,815
2019	$669,262	$632,274	$45,702	$36,988
2018	$837,731	$862,938	$33,714	$-25,207

TOUCH OF CLASS CATALOG EMPLOYEE BENEFIT TRUST