HITACHI VANTARA LLC SHORT TERM DISABILITY BENEFIT PLAN (EIN 770275495) - 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

1989

Legal Domicile

Principal Officer

LEI KER

Phone

4083274074

Tax Period

2023-01-01 to 2023-12-31

HITACHI VANTARA LLC SHORT TERM DISABILITY BENEFIT PLAN, founded in 1989, is a community nonprofit that reported $1.3M in total revenue in fiscal year 2023. Revenue grew 18% year-over-year, indicating healthy expansion. Expenses of $1.1M left a modest 12% surplus.

Mission

THE PLAN IS A SELF-INSURED HEALTH AND WELFARE PLAN ADOPTED BY THE BOARD OF DIRECTORS OF HITACHI VANTARA LLC EFFECTIVE MAY 1, 1989.

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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 (2023)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $1,098,163

Investment Income $164,716

Other Revenue $0

TOTAL REVENUE $1,262,879

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $0

TOTAL EXPENSES $1,106,531

Year-over-Year Comparison

	2023	2022	Change
Revenue	$1,262,879	$1,072,800	+0.2%
Expenses	$1,106,531	$926,413	+0.2%
Net Income	$156,348	$146,387	+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

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
BANK OF AMERICA	INSTITUTIONAL TRUSTEE	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	No data	No data	No data	No data
2023	$1,262,879	$1,106,531	$3,722,633	$156,348
2022	$1,072,800	$926,413	$3,496,426	$146,387
2021	$1,222,677	$860,954	$3,326,913	$361,723
2020	$1,599,163	$1,411,510	$3,053,546	$187,653
2019	$1,596,207	$1,796,789	$3,590,580	$-200,582
2018	$1,311,699	$1,347,048	$3,077,199	$-35,349

HITACHI VANTARA LLC SHORT TERM DISABILITY BENEFIT PLAN