ENGENDERHEALTH WELFARE BENEFIT TRU… - Form 990 Financial Data

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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

2004

Legal Domicile

Principal Officer

ROBERTO FLORES

Phone

2029022000

Tax Period

2019-07-01 to 2020-04-17

ENGENDERHEALTH WELFARE BENEFIT TRUST, founded in 2004, is a small nonprofit that reported $173K in total revenue in fiscal year 2019. Revenue decreased 8% compared to the prior year. The organization ran a surplus of $59K, a strong 34% operating margin.

Mission

TO PROVIDE WELFARE BENEFITS SUCH AS MEDICAL, DENTAL AND VISION BENEFITS TO THOSE PERSONS ENTITLED TO BENEFITS UNDER THE PLANS OF ENGENDERHEALTH, INC.

Program Service Accomplishments

Program 1

ENGENDERHEALTH RETIREE MEDICAL PLAN PROVIDES RETIREE MEDICAL, DENTAL, AND VISION BENEFITS FOR THOSE RETIREES ENTITLED TO BENEFITS UNDER THE PLANS OF ENGENDERHEALTH, INC. IN FISCAL YEAR 2020, NINE...

ENGENDERHEALTH RETIREE MEDICAL PLAN PROVIDES RETIREE MEDICAL, DENTAL, AND VISION BENEFITS FOR THOSE RETIREES ENTITLED TO BENEFITS UNDER THE PLANS OF ENGENDERHEALTH, INC. IN FISCAL YEAR 2020, NINE INDIVIDUALS RECEIVED BENEFITS.

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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 (2019)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $107,325

Investment Income $65,350

Other Revenue $0

TOTAL REVENUE $172,675

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $6,762

TOTAL EXPENSES $114,087

Year-over-Year Comparison

	2019	2018	Change
Revenue	$172,675	$188,700	-0.1%
Expenses	$114,087	$89,817	+0.3%
Net Income	$58,588	$98,883	-0.4%

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

$231,247

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
TRACEY STEVENS	CFAO THRU NOV 2019	1.00	Officer	$0	$12,145	$192,372
GARY CAMUS	FORMER CFO	0.00		$0	$4,980	$151,642
ROBERTO FLORES	CFAO	1.00	Officer	$0	$242	$38,875
PAMELA BROWN	TRUSTEE	1.00	Director	$0	$0	$0
MARIE ROSE CHARLES	TRUSTEE	1.00	Director	$0	$0	$0
JOSEPHINE VENTUNELLI	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
2020	$172,675	$114,087	No data	$58,588
2019	$188,700	$89,817	$2,059,265	$98,883
2018	$185,917	$80,831	$1,967,059	$105,086

ENGENDERHEALTH WELFARE BENEFIT TRUST