PELLA CARE BENEFITS TRUST

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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

2016

Phone

7182322583

Tax Period

2023-01-01 to 2023-12-31

PELLA CARE BENEFITS TRUST, founded in 2016, is a small nonprofit in the Mutual Benefit sector that reported $776K in total revenue in fiscal year 2023. Revenue surged 62% from the prior year, signaling strong growth momentum. Expenses of $742K left a modest 4% surplus.

Mission

The trust has been established to provide employees with health and disability benefits as set forth in the related plans

Program Service Accomplishments

Program 1

Expenses: $721,489

The trust has been established to provide employees with health and disability benefits as set forth in the related plans

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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 $776,377

Investment Income $0

Other Revenue $0

TOTAL REVENUE $776,377

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $721,489

Other Expenses $20,247

TOTAL EXPENSES $741,736

Year-over-Year Comparison

	2023	2022	Change
Revenue	$776,377	$478,409	+0.6%
Expenses	$741,736	$511,415	+0.5%
Net Income	$34,641	$-33,006	-2.0%

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

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
JOEL ZUPNICK	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	$776,377	$741,736	No data	$34,641
2022	$478,409	$511,415	No data	$-33,006
2021	$883,303	$918,205	No data	$-34,902
2020	$1,352,132	$1,460,215	No data	$-108,083
2019	$1,459,941	$1,680,890	$103,515	$-220,949
2018	$1,920,573	$1,763,338	$324,464	$157,235