BTLLMR EMPLOYEE BENEFIT PLAN TRUST (EIN 621605290) - 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

1992

Legal Domicile

Principal Officer

IVY LEONARD

Phone

4236390187

Tax Period

2018-06-01 to 2019-04-30

BTLLMR EMPLOYEE BENEFIT PLAN TRUST, founded in 1992, is a small nonprofit that reported $149K in total revenue in fiscal year 2018. Revenue fell 79% from the prior year — a significant decline worth monitoring. Expenses of $719K exceeded revenue, resulting in a 383% operating deficit.

Mission

TO PROVIDE MEDICAL, DENTAL AND LIFE INSURANCE FOR EMPLOYEES OF LEONARD ASSOCIATES, LEONARD ASSOCIATES MANUFACTURING, BTL INDUSTRIES, INC., AND LEONARD INDUSTRIES MANUFACTURING.

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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 (2018)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $146,914

Investment Income $1,996

Other Revenue $0

TOTAL REVENUE $148,910

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $226,912

TOTAL EXPENSES $718,619

Year-over-Year Comparison

	2018	2017	Change
Revenue	$148,910	$702,437	-0.8%
Expenses	$718,619	$897,354	-0.2%
Net Income	$-569,709	$-194,917	+1.9%

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
TERRY LEONARD	TRUSTEE	1.00	Director	$0	$0	$0
ROBERT LEONARD	TRUSTEE	1.00	Director	$0	$0	$0
WATSON LEONARD	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
2019	$148,910	$718,619	No data	$-569,709
2018	$702,437	$897,354	$597,208	$-194,917

BTLLMR EMPLOYEE BENEFIT PLAN TRUST