DISTRICT XI HUMAN RESOURCE COUNCIL VOLUNTARY EMPLOYMENT BENEFIT ASSOCIATION (EIN 363686156) - 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

1988

Legal Domicile

Principal Officer

RUTH BURKE

Phone

4067283710

Tax Period

2023-07-01 to 2024-06-30

DISTRICT XI HUMAN RESOURCE COUNCIL VOLUNTARY EMPLOYMENT BENEFIT ASSOCIATION, founded in 1988, is a small nonprofit that reported $424K in total revenue in fiscal year 2023. Revenue surged 63% from the prior year, signaling strong growth momentum. Expenses of $385K left a modest 9% surplus.

Mission

EMPLOYEE BENEFIT PLAN OF PARENT CORPORATE SPONSOR PROVIDING HEALTH, VISION, DENTAL, AND GROUP LIFE.

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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 $378,021

Investment Income $45,669

Other Revenue $0

TOTAL REVENUE $423,690

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $363,012

Other Expenses $188,543

TOTAL EXPENSES $384,803

Year-over-Year Comparison

	2023	2022	Change
Revenue	$423,690	$260,195	+0.6%
Expenses	$384,803	$204,836	+0.9%
Net Income	$38,887	$55,359	-0.3%

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

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

$127,991

Total Directors

$127,991

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JOE LOOS	TRUSTEE	0.50	Officer Director	$0	$0	$0
LARRY DEGARMO	TRUSTEE	0.50	Officer Director	$0	$0	$0
MICHELE LANDQUIST	TRUSTEE	0.50	Officer Director	$0	$0	$0
RUTH BURKE	TRUSTEE	0.50	Officer Director	$0	$27,108	$127,991
JIM MORTON	FORMER TRUSTEE	0.50		$0	$25,810	$55,408

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	No data	No data	No data	No data
2024	$423,690	$384,803	$1,094,154	$38,887
2023	$260,195	$204,836	$1,055,267	$55,359
2022	$273,744	$260,345	$999,908	$13,399
2021	$322,099	$273,243	$986,509	$48,856
2020	$362,372	$267,289	$937,653	$95,083
2019	$391,604	$351,071	$842,570	$40,533
2018	$515,134	$508,367	$802,037	$6,767

DISTRICT XI HUMAN RESOURCE COUNCIL VOLUNTARY EMPLOYMENT BENEFIT ASSOCIATION