BLUE LAKE RANCHERIA EMPLOYEE BENEFI (EIN 800928592) - 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

2013

Legal Domicile

Principal Officer

ARLA RAMSEY

Phone

7077869798

Tax Period

2023-01-01 to 2023-12-31

BLUE LAKE RANCHERIA EMPLOYEE BENEFI, founded in 2013, is a community nonprofit in the Mutual Benefit sector that reported $2.4M in total revenue in fiscal year 2023. Revenue surged 23% from the prior year, signaling strong growth momentum.

Mission

ESTABLISH A TRUST TO FUND WELFARE BENEFIT PLANS FOR ELIGIBLE EMPLOYEES OF THE BLUE LAKE RANCHERIA AND ITS AFFILIATES, INCLUDING THE BLUE LAKE RANCHERIA SELF-INSURANCE HEALTH PLAN.

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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 $2,363,911

Investment Income $21,563

Other Revenue $0

TOTAL REVENUE $2,385,474

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $188,389

TOTAL EXPENSES $2,405,128

Year-over-Year Comparison

	2023	2022	Change
Revenue	$2,385,474	$1,936,889	+0.2%
Expenses	$2,405,128	$1,626,107	+0.5%
Net Income	$-19,654	$310,782	-1.1%

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

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
JASON RAMOS	COUNCILMEMBE	1.00	Director	$0	$0	$0
PHILIP AYCOCK	TRUSTEE	10.00	Officer	$0	$0	$0
CLAUDIA BRUNDIN	CHAIRPERSON	1.00	Officer	$0	$0	$0
ARLA RAMSEY	VICE CHAIRPE	1.00	Officer	$0	$0	$0
MICHAEL SHACKELFORD	SECRETARY/TR	1.00	Officer	$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	$2,385,474	$2,405,128	$1,568,467	$-19,654
2022	$1,936,889	$1,626,107	$1,440,287	$310,782
2021	$1,827,430	$1,631,748	$1,347,767	$195,682
2020	$1,815,496	$1,913,720	$1,080,562	$-98,224
2019	$1,669,814	$1,818,956	$1,204,328	$-149,142
2018	$1,841,760	$2,056,510	$1,237,253	$-214,750

BLUE LAKE RANCHERIA EMPLOYEE BENEFI