INSURANCE AND BENEFITS TRUST OF PORAC SAFETY AND NON-SAFETY

EIN: 686068469 Mutual Benefit

SACRAMENTO, CA

Total Revenue
$196,396,207
Total Expenses
$200,603,584
Total Assets
$121,884,743
Net Assets
$97,502,908
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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
1991
Legal Domicile
CA
Principal Officer
RICHARD BUSS
Phone
9169283780
Tax Period
2023-01-01 to 2023-12-31

INSURANCE AND BENEFITS TRUST OF PORAC SAFETY AND NON-SAFETY, founded in 1991, is a major nonprofit in the Mutual Benefit sector that reported $196.4M in total revenue in fiscal year 2023.

Mission

TO PROVIDE DISABILITY, LIFE, ACCIDENTAL DEATH AND DISMEMBERMENT, CANCER, ACCIDENT AND HOSPTAL BENEFITS TO MEMBERS PURSUANT TO A COLLECTIVE BARGAINING AGREEMENTS.

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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 $193,777,745
Investment Income $2,436,716
Other Revenue $181,746
TOTAL REVENUE $196,396,207

Expense Breakdown

Grants Paid $0
Salaries & Benefits $1,176,054
Fundraising Expenses $0
Other Expenses $7,245,346
TOTAL EXPENSES $200,603,584

Year-over-Year Comparison

2023 2022 Change
Revenue $196,396,207 $183,079,642 +0.1%
Expenses $200,603,584 $187,988,577 +0.1%
Net Income $-4,207,377 $-4,908,935 -0.1%
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
11
Independent Members
11
Employees
24
Volunteers
7

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
3
$406,820
Total Directors
11
$0
Key Employees
0
$0
Highest Compensated
2
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
MARIA JIMENEZ coo 40.0
Officer
$364,690 $42,130 $406,820
JODY BROWN INSURANCE SERVICES MANAGER 40.0
Highest
$107,684 $37,658 $145,342
STACIE RACHO-ORTIZ HR AND OFFICE MANAGER 40.0
Highest
$105,827 $23,487 $129,314
RICHARD BUSS CHAIRMAN 5.0
Officer Director
$0 $0 $0
BRYAN HUBBARD VICE CHAIRMAN 5.0
Officer Director
$0 $0 $0
DUSTIN BRUZEE TRUSTEE 5.0
Director
$0 $0 $0
GARY FRACE TRUSTEE 5.0
Director
$0 $0 $0
ROGER GARCIA TREASURER 5.0
Director
$0 $0 $0
CODY GREEN TRUSTEE 5.0
Director
$0 $0 $0
STEVE LATHAM TRUSTEE 5.0
Director
$0 $0 $0
DAMON KURTZ PRESIDENTS APPOINTEE 5.0
Director
$0 $0 $0
FRANCO VADO Trustee 5.0
Director
$0 $0 $0
DAVE WILSON TRUSTEE 5.0
Director
$0 $0 $0
JOSH KIRTLAN trustee - EFF. 02/2023 5.0
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
2024 No data No data No data No data
2023 $196,396,207 $200,603,584 $121,884,743 $-4,207,377
2022 $183,079,642 $187,988,577 $122,523,431 $-4,908,935
2021 $194,737,604 $207,175,262 $140,454,222 $-12,437,658
2020 $195,955,957 $169,691,740 $132,160,569 $26,264,217
2019 $205,903,426 $204,078,630 $98,196,410 $1,824,796
2018 $246,307,969 $186,205,742 $83,565,966 $60,102,227
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