ESCAMBIA SCHOOL DISTRICT BENEFIT TRUST (EIN 592547974) - 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

1983

Legal Domicile

Principal Officer

KEITH LEONARD

Phone

8504326121

Tax Period

2022-07-01 to 2023-06-30

ESCAMBIA SCHOOL DISTRICT BENEFIT TRUST, founded in 1983, is a mid-sized nonprofit that reported $40.3M in total revenue in fiscal year 2022.

Mission

TO PROVIDE INSURANCE BENEFITS TO ELIGIBLE SCHOOL DISTRICT EMPLOYEES, RETIREES, 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%)

Financial Overview (2022)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $39,784,228

Investment Income $559,056

Other Revenue $0

TOTAL REVENUE $40,343,284

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $36,057,442

Other Expenses $4,481,103

TOTAL EXPENSES $40,538,545

Year-over-Year Comparison

	2022	2021	Change
Revenue	$40,343,284	$40,548,196	0.0%
Expenses	$40,538,545	$41,072,257	0.0%
Net Income	$-195,261	$-524,061	-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

$343,097

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
KEITH LEONARD	TRUSTEE	1.00	Director	$0	$0	$140,049
KELLY KROSTAG	TRUSTEE	1.00	Director	$0	$0	$113,355
DEBBIE FUSSELL	TRUSTEE	1.00	Director	$0	$0	$89,693
N/A	TRUSTEE	1.00		$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	No data	No data	No data	No data
2024	No data	No data	No data	No data
2023	$40,343,284	$40,538,545	$23,486,553	$-195,261
2022	$40,548,196	$41,072,257	$24,346,398	$-524,061
2021	$42,598,962	$42,413,971	$24,404,363	$184,991
2020	$43,747,216	$39,835,089	$23,221,574	$3,912,127
2019	$44,125,093	$41,372,636	$20,341,453	$2,752,457
2018	$43,081,272	$40,773,738	$16,698,140	$2,307,534

ESCAMBIA SCHOOL DISTRICT BENEFIT TRUST