Dominion Energy Inc West Employee … - Form 990 Financial Data

🔒

Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Financial Trends

Organization Details

Formation Year

1988

Legal Domicile

Principal Officer

NORTHERN TRUST

Phone

3124445677

Tax Period

2023-01-01 to 2023-12-31

Dominion Energy Inc West Employee Benefit Plan Trust, founded in 1988, is a micro nonprofit that reported $5K in total revenue in fiscal year 2023. Revenue decreased 14% compared to the prior year. Expenses of $313K exceeded revenue, resulting in a 6346% operating deficit.

Mission

HOLD, INVEST AND DISTRIBUTE CONTRIBUTIONS MADE UNDER THE UMBRELLA HEALTH PLAN, INCLUDING CONTRIBUTIONS MADE PURSUANT TO THE PREMIUM PAYMENT PROGRAM AND THE DISABILITY PLAN

Program Service Accomplishments

Program 1

Expenses: $0 Revenue: $0

HOLD, INVEST AND DISTRIBUTE CONTRIBUTIONS MADE UNDER THE UMBRELLA HEALTH PLAN, INCLUDING CONTRIBUTIONS MADE PURSUANT TO THE PREMIUM PAYMENT PROGRAM AND THE DISABILITY PLAN

🔒

Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

Sign in to view Trantor Score and financial metrics

Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $0

Investment Income $4,855

Other Revenue $0

TOTAL REVENUE $4,855

Expense Breakdown

Grants Paid $0

Salaries & Benefits $92

Fundraising Expenses $0

Program Expenses $0

Other Expenses $186

TOTAL EXPENSES $312,944

Year-over-Year Comparison

	2023	2022	Change
Revenue	$4,855	$5,623	-0.1%
Expenses	$312,944	$9,010	+33.7%
Net Income	$-308,089	$-3,387	+90.0%

Key Indicators

✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✗ Schedule B Required

🔒

Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

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
NORTHERN TRUST	TRUSTEE (SEE SCHEDULE O)	0.0		$92	$0	$92

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
2023	$4,855	$312,944	No data	$-308,089
2022	$5,623	$9,010	$308,089	$-3,387
2021	$541	$7,681	$311,476	$-7,140
2020	$2,544	$5,926	$318,616	$-3,382
2019	$33,072	$17,018	$321,998	$16,054
2018	$6,713,394	$6,558,817	$305,944	$154,577

Dominion Energy Inc West Employee Benefit Plan Trust