LEITH INC VOLUNTARY EES BENEFICIARY ASSOCIATION TRUST (EIN 561541600) - 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

1975

Legal Domicile

Principal Officer

CHRIS HURREN

Phone

9198765432

Tax Period

2024-01-01 to 2024-11-30

LEITH INC VOLUNTARY EES BENEFICIARY ASSOCIATION TRUST, founded in 1975, is a mid-sized nonprofit that reported $13.9M in total revenue in fiscal year 2024. Revenue surged 23% from the prior year, signaling strong growth momentum. Expenses of $16.8M exceeded revenue, resulting in a 20% operating deficit.

Mission

TO PROVIDE HEALTH AND DENTAL BENEFITS TO THE PARTICIPANTS OF THE LEITH GROUP HEALTH PLAN.

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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 $13,938,899

Investment Income $8,595

Other Revenue $0

TOTAL REVENUE $13,947,494

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $16,753,273

Other Expenses $6,103,287

TOTAL EXPENSES $16,753,273

Year-over-Year Comparison

	2024	2023	Change
Revenue	$13,947,494	$11,315,323	+0.2%
Expenses	$16,753,273	$11,652,859	+0.4%
Net Income	$-2,805,779	$-337,536	+7.3%

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	Role	Reportable Comp	Other Comp	Total
MAURICE JAMES	CFO, LEITH INC.	Director	$0	$0	$0
JEFF CUNNINGHAM	TRUSTEE	Director	$0	$0	$0
CHRIS HURREN	CFO, HOLMAN AUTOMOTIVE GROUP INC.	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	$13,947,494	$16,753,273	No data	$-2,805,779
2023	$11,315,323	$11,652,859	$2,947,809	$-337,536
2022	$11,409,340	$12,730,170	$3,267,050	$-1,320,830
2021	$12,805,244	$12,754,316	$4,615,356	$50,928
2020	$12,237,038	$12,158,802	$4,554,151	$78,236
2019	$11,088,360	$11,390,147	$4,742,613	$-301,787

LEITH INC VOLUNTARY EES BENEFICIARY ASSOCIATION TRUST