BLISH-MIZE COMPANY EMPLOYEE BENEFIT TRUST (EIN 481037198) - 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

Phone

9133671250

Tax Period

2024-01-01 to 2024-12-31

BLISH-MIZE COMPANY EMPLOYEE BENEFIT TRUST, founded in 1988, is a community nonprofit that reported $1.3M in total revenue in fiscal year 2024. Revenue fell 20% from the prior year — a significant decline worth monitoring. Expenses of $1.3M left a modest 6% surplus.

Mission

TO PROVIDE AFFORDABLE HEALTH CARE FOR ITS EMPLOYEES AND THEIR 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%)

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $1,342,305

Investment Income $0

Other Revenue $0

TOTAL REVENUE $1,342,305

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $0

Other Expenses $217,319

TOTAL EXPENSES $1,257,556

Year-over-Year Comparison

	2024	2023	Change
Revenue	$1,342,305	$1,686,409	-0.2%
Expenses	$1,257,556	$1,712,436	-0.3%
Net Income	$84,749	$-26,027	-4.3%

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

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
AMY KNOCH	TRUSTEE	8.0	Director	$0	$0	$0
JONATHAN D MIZE	TRUSTEE	1.0	Director	$0	$0	$0
LYDIA E FUNK	TRUSTEE	2.0	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	$1,342,305	$1,257,556	$489,552	$84,749
2023	$1,686,409	$1,712,436	$404,803	$-26,027
2022	$1,728,167	$1,683,478	$354,893	$44,689
2022	$1,696,073	$1,620,136	$430,830	$75,937
2021	$1,301,804	$1,293,788	$310,204	$8,016
2020	$1,617,204	$1,526,095	$302,188	$91,109
2019	$1,332,040	$1,357,082	$211,079	$-25,042

BLISH-MIZE COMPANY EMPLOYEE BENEFIT TRUST