EDISON ELECTRIC INSTITUTE RETIREE BENEFITS VOLUNTARY EMPLOYEES BENEFICIARY (EIN 521660737) - 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

1989

Legal Domicile

Principal Officer

VICTORIA CALDERON

Phone

2025085000

Tax Period

2023-01-01 to 2023-12-31

EDISON ELECTRIC INSTITUTE RETIREE BENEFITS VOLUNTARY EMPLOYEES BENEFICIARY, founded in 1989, is a community nonprofit that reported $1.8M in total revenue in fiscal year 2023. Revenue surged 77% from the prior year, signaling strong growth momentum. The organization ran a surplus of $1.2M, a strong 68% operating margin.

Mission

PROVIDE RETIREE MEDICAL BENEFITS AND LIFE INSURANCE.

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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 $155,589

Investment Income $1,594,666

Other Revenue $0

TOTAL REVENUE $1,750,255

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $78,777

TOTAL EXPENSES $556,671

Year-over-Year Comparison

	2023	2022	Change
Revenue	$1,750,255	$987,327	+0.8%
Expenses	$556,671	$616,741	-0.1%
Net Income	$1,193,584	$370,586	+2.2%

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

$2,604,442

Total Directors

$2,604,442

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JOHN SCHLENKER	ADMINISTRATOR	0.10	Officer Director	$0	$237,824	$1,093,621
EMILY FISHER	ADMINISTRATOR	0.10	Officer Director	$0	$149,023	$956,672
COURTNEY PETERSON	ADMINISTRATOR	0.10	Officer Director	$0	$65,250	$554,149

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	$1,750,255	$556,671	$30,699,779	$1,193,584
2022	$987,327	$616,741	$27,928,839	$370,586
2021	$2,409,167	$601,824	$33,053,366	$1,807,343
2020	$1,038,846	$694,028	$30,072,691	$344,818
2019	$1,402,259	$654,604	$27,091,384	$747,655
2018	$1,267,926	$618,165	$22,988,730	$649,761

EDISON ELECTRIC INSTITUTE RETIREE BENEFITS VOLUNTARY EMPLOYEES BENEFICIARY