El Pomar Foundation Employee Benefit Trust (EIN 841497473) - 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

1997

Legal Domicile

Principal Officer

ELAINE MARTINEZ

Phone

7196337733

Tax Period

2023-01-01 to 2023-12-31

El Pomar Foundation Employee Benefit Trust, founded in 1997, is a community nonprofit in the Mutual Benefit sector that reported $1.2M in total revenue in fiscal year 2023. Revenue surged 39% from the prior year, signaling strong growth momentum.

Mission

To hold assets to provide for the payment of life sick accident or other benefits to its members and their dependents

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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 $1,195,355

Investment Income $9,967

Other Revenue $0

TOTAL REVENUE $1,205,322

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $1,295,953

Other Expenses $469,279

TOTAL EXPENSES $1,295,953

Year-over-Year Comparison

	2023	2022	Change
Revenue	$1,205,322	$865,578	+0.4%
Expenses	$1,295,953	$1,246,613	+0.0%
Net Income	$-90,631	$-381,035	-0.8%

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

$928,301

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
R THAYER TUTT JR	Trustee	1.000	Director	$0	$75,372	$623,315
ELAINE MARTINEZ	Trustee	1.000	Director	$0	$27,100	$304,986

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	$1,205,322	$1,295,953	$801,202	$-90,631
2022	$865,578	$1,246,613	$875,682	$-381,035
2021	$1,197,316	$1,025,432	$1,269,682	$171,884
2020	$1,171,232	$957,529	$1,097,799	$213,703

El Pomar Foundation Employee Benefit Trust