BUSH BROTHERS & CO EMPLOYEE BENEFITS TR (EIN 621537841) - 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

1968

Legal Domicile

Principal Officer

JILLIAN ROBERTS

Phone

8655887685

Tax Period

2024-01-01 to 2024-12-31

BUSH BROTHERS & CO EMPLOYEE BENEFITS TR, founded in 1968, is a mid-sized nonprofit that reported $17.2M in total revenue in fiscal year 2024. Revenue grew 11% year-over-year, indicating healthy expansion.

Mission

TO PROVIDE MEDICAL, AD&D AND TEMPORARY DISABILITY BENEFITS FOR ELIGIBLE EMPLOYEES.

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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 $17,163,047

Investment Income $0

Other Revenue $0

TOTAL REVENUE $17,163,047

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $17,539,999

Other Expenses $942,948

TOTAL EXPENSES $17,539,999

Year-over-Year Comparison

	2024	2023	Change
Revenue	$17,163,047	$15,473,484	+0.1%
Expenses	$17,539,999	$16,132,017	+0.1%
Net Income	$-376,952	$-658,533	-0.4%

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	Hours/Week	Role	Reportable Comp	Other Comp	Total
ANDREA BAKER	TRUSTEE	1.00	Director	$0	$0	$0
AMANDA WEAVER	TRUSTEE	1.00	Director	$0	$0	$0
JILLIAN ROBERTS	CONTROLLER	1.00	Director	$0	$0	$0
BROOKE GREENE	TRUSTEE	1.00	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	$17,163,047	$17,539,999	$623,204	$-376,952
2023	$15,473,484	$16,132,017	$594,539	$-658,533
2022	$15,467,420	$14,610,838	$1,077,151	$856,582
2021	$13,680,587	$14,164,167	$646,705	$-483,580
2020	$14,874,926	$14,112,886	$669,452	$762,040

BUSH BROTHERS & CO EMPLOYEE BENEFITS TR