PRECISION MANUFACTURING BENEFITS TRUST

EIN: 616405450

SAN DIEGO, CA

Total Revenue
$3,206,055
Total Expenses
$2,954,055
Total Assets
$279,778
Net Assets
$252,671
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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
2010
Legal Domicile
CA
Principal Officer
SUZETTE PETERSON
Phone
8008867559
Tax Period
2023-01-01 to 2023-12-31

PRECISION MANUFACTURING BENEFITS TRUST, founded in 2010, is a community nonprofit that reported $3.2M in total revenue in fiscal year 2023. Expenses of $3.0M left a modest 8% surplus.

Mission

TO PROVIDE HEALTH BENEFITS FOR PARTICIPANTS AND THEIR COVERED 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 $3,206,055
Investment Income $0
Other Revenue $0
TOTAL REVENUE $3,206,055

Expense Breakdown

Grants Paid $0
Salaries & Benefits $0
Fundraising Expenses $0
Other Expenses $473,661
TOTAL EXPENSES $2,954,055

Year-over-Year Comparison

2023 2022 Change
Revenue $3,206,055 N/A N/A
Expenses $2,954,055 N/A N/A
Net Income $252,000 $0 N/A
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
3
Independent Members
3
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
3
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
PATRICIA SERIO TRUSTEE 2.0
Director
$0 $0 $0
BRAD REESE TRUSTEE 2.0
Director
$0 $0 $0
SUZETTE PETERSON TRUSTEE 2.0
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
2023 $3,206,055 $2,954,055 $279,778 $252,000
2020 $5,733,056 $5,440,178 $430,576 $292,878
2019 $4,332,643 $4,346,613 $410,379 $-13,970
2018 $2,967,316 $2,968,060 $246,645 $-744
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