DXP ENTERPRISES INC EMPLOYEE BENEF… - Form 990 Financial Data

🔒

Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Financial Trends

Organization Details

Formation Year

1983

Legal Domicile

Principal Officer

KENT YEE

Phone

7139964700

Tax Period

2024-08-01 to 2025-07-31

DXP ENTERPRISES INC EMPLOYEE BENEFIT PL, founded in 1983, is a mid-sized nonprofit that reported $40.9M in total revenue in fiscal year 2024. Revenue grew 9% year-over-year, indicating healthy expansion.

Mission

THE WELFARE BENEFIT PLAN PROVIDES MAJOR MEDICAL, DENTAL, VISION, LIFE, ACCIDENT AND LONG TERM DISABILITY INSURANCE TO SUBSTANTIALLY ALL FULL TIME EMPLOYEES WHO ELECT TO BE COVERED.

Program Service Accomplishments

Program 1

THIS IS A WELFARE BENEFIT PLAN THAT PROVIDES MAJOR MEDICAL, DENTAL, VISION, LIFE, ACCIDENT AND LONG-TERM DISABILITY INSURANCE TO SUBSTANTIALLY ALL FULL-TIME EMPLOYEES. REVENUE IS FROM BOTH EMPLOYEE AND EMPLOYER CONTRIBUTIONS. PROGRAM SERVICE EXPENSES ARE FROM CLAIMS AND PREMIUMS PAID. COSTS OF THE CONTRACT ADMINISTRATOR ARE INCLUDED AS GENERAL EXPENSES INSTEAD OF PROGRAM EXPENSES.

🔒

Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

Sign in to view Trantor Score and financial metrics

Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $40,894,964

Investment Income $0

Other Revenue $0

TOTAL REVENUE $40,894,964

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $7,712,678

TOTAL EXPENSES $40,894,964

Year-over-Year Comparison

	2024	2023	Change
Revenue	$40,894,964	$37,510,955	+0.1%
Expenses	$40,894,964	$37,510,955	+0.1%
Net Income	$0	$0	N/A

Key Indicators

✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✗ Schedule B Required

🔒

Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

N/A

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
N/A	INSTITUTIONAL TRUSTEE	1.00		$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
2025	$40,894,964	$40,894,964	No data	No data
2024	$37,510,955	$37,510,955	No data	No data
2023	$33,416,583	$33,416,583	No data	No data
2022	$27,198,996	$27,198,996	No data	No data
2021	$27,742,069	$27,742,069	No data	No data
2020	$26,462,755	$26,462,755	$1,037	No data
2019	$24,755,584	$24,755,584	$1,037	No data
2018	$24,816,129	$24,816,129	$1,037	No data

DXP ENTERPRISES INC EMPLOYEE BENEFIT PL