ROBERTS OXYGEN COMPANY INC EMPLOYEE BENEFIT TRUST FUND (EIN 521687859) - 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

1996

Legal Domicile

Principal Officer

WILLIAM P ROBERTS III

Phone

3013159090

Tax Period

2024-04-01 to 2025-03-31

ROBERTS OXYGEN COMPANY INC EMPLOYEE BENEFIT TRUST FUND, founded in 1996, is a mid-sized nonprofit in the Mutual Benefit sector that reported $12.0M in total revenue in fiscal year 2024. Revenue surged 33% from the prior year, signaling strong growth momentum. Expenses of $11.1M left a modest 7% surplus.

Mission

PROVIDING HEALTH CARE BENEFITS TO 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 (2024)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $11,965,168

Investment Income $0

Other Revenue $0

TOTAL REVENUE $11,965,168

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $11,097,529

Other Expenses $2,204,145

TOTAL EXPENSES $11,097,529

Year-over-Year Comparison

	2024	2023	Change
Revenue	$11,965,168	$8,992,123	+0.3%
Expenses	$11,097,529	$9,825,513	+0.1%
Net Income	$867,639	$-833,390	-2.0%

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

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
WILLIAM P ROBERTS III	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
2025	$11,965,168	$11,097,529	$1,618,100	$867,639
2024	$8,992,123	$9,825,513	$750,461	$-833,390
2023	$8,714,173	$8,177,284	$1,583,851	$536,889
2022	$7,736,780	$8,251,358	$1,046,962	$-514,578
2021	$7,361,220	$6,974,353	$1,561,540	$386,867
2020	$7,946,917	$7,531,704	$1,174,673	$415,213
2019	$7,027,605	$6,886,429	$759,460	$141,176
2018	$6,214,795	$6,329,803	$618,284	$-115,008

ROBERTS OXYGEN COMPANY INC EMPLOYEE BENEFIT TRUST FUND