VISION SERVICE PLAN POST RETIREMENT WELFARE BENEFITS PROGRAM

EIN: 527325750 Mutual Benefit

RANCHO CORDOVA, CA

Total Revenue
$11,299,085
Total Expenses
$10,384,200
Total Assets
$73,545,591
Net Assets
$67,109,369
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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
2003
Legal Domicile
CA
Principal Officer
MARGARET ROBERTS
Phone
9168155000
Tax Period
2023-01-01 to 2023-12-31

VISION SERVICE PLAN POST RETIREMENT WELFARE BENEFITS PROGRAM, founded in 2003, is a mid-sized nonprofit in the Mutual Benefit sector that reported $11.3M in total revenue in fiscal year 2023. Expenses of $10.4M left a modest 8% surplus.

Mission

BENEFIT PLAN FOR RETIRED 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%)

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Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $0
Program Service Revenue $7,525,585
Investment Income $3,718,680
Other Revenue $54,820
TOTAL REVENUE $11,299,085

Expense Breakdown

Grants Paid $0
Salaries & Benefits $0
Fundraising Expenses $0
Program Expenses $6,158,905
Other Expenses $10,384,200
TOTAL EXPENSES $10,384,200

Year-over-Year Comparison

2023 2022 Change
Revenue $11,299,085 $10,758,427 +0.1%
Expenses $10,384,200 $656,992 +14.8%
Net Income $914,885 $10,101,435 -0.9%
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

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Governance

Voting Members
1
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
0
$0
Total Directors
0
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
PRINCIPAL CUSTODY SOLUTIONS TRUSTEE 2.0
$0 $191,564 $191,564
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 $11,299,085 $10,384,200 $73,545,591 $914,885
2022 $10,758,427 $656,992 $66,514,828 $10,101,435
2021 $9,182,626 $7,724,805 $70,535,089 $1,457,821
2020 $12,270,804 $6,722,964 $66,248,202 $5,547,840
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