SOUTHERN EMPLOYER'S HOSPITALIZATION DENTAL & VISION (EIN 582170261) - 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

JILL VAN PELT

Phone

7704317600

Tax Period

2023-01-01 to 2023-12-31

SOUTHERN EMPLOYER'S HOSPITALIZATION DENTAL & VISION, founded in 1996, is a community nonprofit that reported $2.8M in total revenue in fiscal year 2023. Revenue grew 12% year-over-year, indicating healthy expansion. The organization ran a surplus of $469K, a strong 17% operating margin.

Mission

THE PLAN IS A CONTRIBUTORY "EMPLOYER WELFARE BENEFIT PLAN." THE PLAN WAS CREATED FOR THE PURPOSE OF PROVIDING HOSPITALIZATION, DENTAL AND VISION CARE BENEFITS TO ALL EMPLOYEES OF RACETRAC, INC., ENERGY DISPATCH, LLC AND METROPLEX ENERGY, INC. THAT ARE REGULARY SCHEDULED TO WORK AT LEAST 80 HOURS PER MONTH AND ON THE REGULAR PAYROLL.

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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 $2,785,699

Investment Income $399

Other Revenue $0

TOTAL REVENUE $2,786,098

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $2,317,034

Other Expenses $298,745

TOTAL EXPENSES $2,317,034

Year-over-Year Comparison

	2023	2022	Change
Revenue	$2,786,098	$2,491,193	+0.1%
Expenses	$2,317,034	$2,190,748	+0.1%
Net Income	$469,064	$300,445	+0.6%

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

$2,102,087

Key Employees

Highest Compensated

reported

Name	Title	Role	Reportable Comp	Other Comp	Total
ROBERT J POSENER	ALTERNATE MEMBER	Director	$0	$11,480	$777,130
JILL VAN PELT	MEMBER	Director	$0	$10,031	$558,222
BRANDON DUCKETT	MEMBER	Director	$0	$13,200	$466,630
LOREN FRIEDMAN	MEMBER	Director	$0	$4,900	$300,105

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
2023	$2,786,098	$2,317,034	No data	$469,064
2022	$2,491,193	$2,190,748	$2,161,272	$300,445
2021	$2,450,118	$2,140,131	$1,220,725	$309,987
2020	$2,618,719	$2,034,107	$910,738	$584,612

SOUTHERN EMPLOYER'S HOSPITALIZATION DENTAL & VISION