COCA COLA BOTTLING CO KOKOMO IN EMPLOYEE BENEFIT TRUST

EIN: 356408370

KOKOMO, IN

Total Revenue
$817
Total Expenses
$1,427
Total Assets
N/A
Net Assets
N/A
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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
1983
Legal Domicile
IN
Phone
7654573265
Tax Period
2022-11-01 to 2023-10-31

COCA COLA BOTTLING CO KOKOMO IN EMPLOYEE BENEFIT TRUST, founded in 1983, is a micro nonprofit that reported $817 in total revenue in fiscal year 2022. Revenue fell 100% from the prior year — a significant decline worth monitoring. Expenses of $1K exceeded revenue, resulting in a 75% operating deficit.

Mission

TO PROVIDE MEDICAL, DENTAL, PRESCRIPTION DRUGS, AND SHORT TERM DISABILITY BENEFITS TO ELIGIBLE EMPLOYEES AND 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%)

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Financial Overview (2022)

Revenue Breakdown

Contributions & Grants $0
Program Service Revenue $0
Investment Income $817
Other Revenue $0
TOTAL REVENUE $817

Expense Breakdown

Grants Paid $0
Salaries & Benefits $0
Fundraising Expenses $0
Program Expenses $1,427
Other Expenses $61
TOTAL EXPENSES $1,427

Year-over-Year Comparison

2022 2021 Change
Revenue $817 $885,146 -1.0%
Expenses $1,427 $1,295,849 -1.0%
Net Income $-610 $-410,703 -1.0%
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

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Governance

Voting Members
1
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
0
$0
Total Directors
0
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
N/A TRUSTEE N/A
$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 $817 $1,427 No data $-610
2022 $885,146 $1,295,849 $214,802 $-410,703
2021 $3,953,087 $3,361,330 $880,884 $591,757
2020 $2,375,083 $2,731,158 $582,387 $-356,075
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