WESTBROOK EMPLOYEE BENEFIT PLAN (EIN 760507295) - 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

1996

Legal Domicile

Principal Officer

TANNER MELANCON

Phone

7136756438

Tax Period

2024-01-01 to 2024-12-31

WESTBROOK EMPLOYEE BENEFIT PLAN, founded in 1996, is a community nonprofit that reported $5.4M in total revenue in fiscal year 2024. Revenue surged 227% from the prior year, signaling strong growth momentum.

Mission

TO PROVIDE HEALTH, DENTAL, LIFE, AND VISION BENEFITS TO PLAN PARTICIPANTS.

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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 $5,408,668

Investment Income $0

Other Revenue $0

TOTAL REVENUE $5,408,668

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $5,408,668

Other Expenses $2,315,324

TOTAL EXPENSES $5,408,668

Year-over-Year Comparison

	2024	2023	Change
Revenue	$5,408,668	$1,652,900	+2.3%
Expenses	$5,408,668	$1,825,642	+2.0%
Net Income	$0	$-172,742	-1.0%

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

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
TANNER MELANCON	PRESIDENT	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	$5,408,668	$5,408,668	$448,153	No data
2023	$1,652,900	$1,825,642	$37,934	$-172,742
2022	$2,790,613	$2,617,871	$261,620	$172,742
2021	$1,845,003	$1,903,351	$50,316	$-58,348
2020	$1,647,770	$1,657,834	$79,882	$-10,064
2019	$2,679,286	$2,647,790	$101,876	$31,496
2018	$2,232,169	$2,229,791	$49,900	$2,378

WESTBROOK EMPLOYEE BENEFIT PLAN