Herschend Family Entertainment Employees Beneficiary Trust (EIN 431301629) - 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

1983

Legal Domicile

Principal Officer

Andrew Wexler

Phone

4173367208

Tax Period

2023-01-01 to 2023-12-31

Herschend Family Entertainment Employees Beneficiary Trust, founded in 1983, is a mid-sized nonprofit that reported $20.8M in total revenue in fiscal year 2023. Revenue surged 26% from the prior year, signaling strong growth momentum.

Mission

The trust provides health benefits and dental benefits to eligible employees.

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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 $20,846,168

Investment Income $897

Other Revenue $0

TOTAL REVENUE $20,847,065

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $20,226,954

Other Expenses $2,360,410

TOTAL EXPENSES $20,226,954

Year-over-Year Comparison

	2023	2022	Change
Revenue	$20,847,065	$16,568,139	+0.3%
Expenses	$20,226,954	$16,229,184	+0.2%
Net Income	$620,111	$338,955	+0.8%

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

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
John Carson	Trustee	0.01	Director	$0	$0	$0
Stephanie Hyder	Trustee	0.01	Director	$0	$0	$0
Charlie Singleton	Trustee	0.01	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	No data	No data	No data	No data
2023	$20,847,065	$20,226,954	$5,624,285	$620,111
2022	$16,568,139	$16,229,184	$5,073,729	$338,955
2021	$15,681,690	$17,255,711	$4,577,294	$-1,574,021
2020	$17,501,543	$17,131,074	$6,117,239	$370,469

Herschend Family Entertainment Employees Beneficiary Trust