Dominion Energy Inc West Employee Benefit Plan Trust

EIN: 870392987

CHICAGO, IL

Total Revenue
$4,855
Total Expenses
$312,944
Total Assets
N/A
Net Assets
N/A
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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
1988
Legal Domicile
UT
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

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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%)

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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
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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

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Governance

Voting Members
1
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
0
$0
Total Directors
0
$0
Key Employees
0
$0
Highest Compensated
0
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
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