SHERIFF'S EMPLOYEES' BENEFIT ASSOCIATION LEGAL TRUST FUND (EIN 834691558) - 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

2003

Legal Domicile

Principal Officer

GRANT WARD

Phone

9098856074

Tax Period

2022-07-01 to 2023-06-30

SHERIFF'S EMPLOYEES' BENEFIT ASSOCIATION LEGAL TRUST FUND, founded in 2003, is a small nonprofit in the Employment sector that reported $993K in total revenue in fiscal year 2022.

Mission

TO PROVIDE LEGAL BENEFITS IN CIVIL, CRIMINAL, AND ADMINISTRATIVE MATTERS TO ELIGIBLE 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 (2022)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $967,487

Investment Income $25,100

Other Revenue $0

TOTAL REVENUE $992,587

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $634,392

Other Expenses $401,291

TOTAL EXPENSES $1,035,683

Year-over-Year Comparison

	2022	2021	Change
Revenue	$992,587	$957,972	+0.0%
Expenses	$1,035,683	$1,029,107	+0.0%
Net Income	$-43,096	$-71,135	-0.4%

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

$37,432

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
DANIEL ROSA	VICE PRESIDENT	4.00	Officer Director	$0	$0	$0
PHILLIP JONAS	SECRETARY	4.00	Officer Director	$0	$0	$0
TOM MABRY	TREASURER	4.00	Officer Director	$0	$0	$0
ALISHA ROSA	TRUSTEE	4.00	Director	$0	$0	$0
GRANT WARD	PRESIDENT	10.00	Officer	$0	$0	$37,432

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	No data	No data	No data	No data
2024	No data	No data	No data	No data
2023	$992,587	$1,035,683	$739,088	$-43,096
2022	$957,972	$1,029,107	$822,731	$-71,135
2021	$1,723,397	$872,130	$972,135	$851,267

SHERIFF'S EMPLOYEES' BENEFIT ASSOCIATION LEGAL TRUST FUND