Elk Grove Benefits Employee Retirement Trust

EIN: 680383938

Elk Grove, CA

Total Revenue
$30,198,626
Total Expenses
$20,511,933
Total Assets
$233,034,306
Net Assets
$232,883,190
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Financial Vulnerability Assessment (Tuckman-Chang)

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Financial Trends

Organization Details

Formation Year
1996
Legal Domicile
CA
Phone
9166847120
Tax Period
2024-01-01 to 2024-12-31

Elk Grove Benefits Employee Retirement Trust, founded in 1996, is a mid-sized nonprofit that reported $30.2M in total revenue in fiscal year 2024. Revenue decreased 8% compared to the prior year. The organization ran a surplus of $9.7M, a strong 32% operating margin.

Mission

The trust provides health and welfare benefits for retired, eligible employees and eligible dependents of Elk Grove Unified School District.

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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 (2024)

Revenue Breakdown

Contributions & Grants $0
Program Service Revenue $0
Investment Income $7,391,549
Other Revenue $22,807,077
TOTAL REVENUE $30,198,626

Expense Breakdown

Grants Paid $0
Salaries & Benefits $0
Fundraising Expenses $0
Program Expenses $19,810,223
Other Expenses $701,710
TOTAL EXPENSES $20,511,933

Year-over-Year Comparison

2024 2023 Change
Revenue $30,198,626 $32,727,592 -0.1%
Expenses $20,511,933 $19,517,848 +0.1%
Net Income $9,686,693 $13,209,744 -0.3%
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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Governance

Voting Members
12
Independent Members
3
Employees
N/A
Volunteers
3

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
12
$1,773,971
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
Amreek Singh Mgmt. Director 0.00
Director
$0 $52,102 $291,525
David Reilly Mgmt. Co-Chair 0.00
Director
$0 $31,769 $289,823
Kristen Coates Mgmt. Director 0.00
Director
$0 $0 $288,545
Amari Watkins Mgmt. Director 0.00
Director
$0 $22,356 $221,354
Theresa Gannon Labor Direcotr 0.00
Director
$0 $49,679 $197,358
JD Watson Labor Co-Chair 0.00
Director
$0 $15,919 $157,068
Brian Patterson Labor Director 0.00
Director
$0 $14,500 $128,316
Rocio Galvan Labor Director 0.00
Director
$0 $25,769 $110,345
Dave Neves Mgmt Director 0.00
Director
$0 $0 $47,953
Edgard Baltodano Labor Director 0.00
Director
$0 $0 $41,684
Jennifer Ballerini Labor Director 0.00
Director
$0 $0 $0
Ronald Brewer Mgmt Director 0.00
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 $30,198,626 $20,511,933 $233,034,306 $9,686,693
2023 $32,727,592 $19,517,848 $206,919,209 $13,209,744
2022 $26,133,969 $18,118,246 $177,359,282 $8,015,723
2021 $24,003,210 $16,486,334 $203,519,150 $7,516,876
2020 $24,178,696 $15,288,615 $177,307,068 $8,890,081
2019 $23,763,073 $14,774,668 $156,400,794 $8,988,405
2018 $21,714,676 $13,338,352 $128,628,579 $8,376,324
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