A-PLUS BENEFITS INC EMPLOYEE (EIN 870630516) - 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

Legal Domicile

Principal Officer

RICK BARTHOLOMEW

Phone

8014431090

Tax Period

2024-01-01 to 2024-12-31

A-PLUS BENEFITS INC EMPLOYEE is a mid-sized nonprofit in the Mutual Benefit sector that reported $58.0M in total revenue in fiscal year 2024.

Mission

EMPLOYEE HEALTH & WELFARE BENEFITS

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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 (2024)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $57,960,207

Investment Income $0

Other Revenue $0

TOTAL REVENUE $57,960,207

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $53,701,109

Other Expenses $5,515,524

TOTAL EXPENSES $59,216,633

Year-over-Year Comparison

	2024	2023	Change
Revenue	$57,960,207	$58,094,634	0.0%
Expenses	$59,216,633	$55,521,483	+0.1%
Net Income	$-1,256,426	$2,573,151	-1.5%

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

N/A

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
JOHN BARTHOLOMEW	TRUSTEE	N/A	Officer Director	$0	$0	$0
RICK BARTHOLOMEW	TRUSTEE	N/A	Officer 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	$57,960,207	$59,216,633	$14,460,263	$-1,256,426
2023	$58,094,634	$55,521,483	$13,507,418	$2,573,151
2022	$57,777,693	$55,545,890	$11,019,822	$2,231,803
2021	$56,490,823	$59,850,314	$7,262,806	$-3,359,491
2020	$53,146,128	$49,546,968	$9,774,637	$3,599,160
2019	$49,856,264	$50,500,121	$6,700,914	$-643,857
2018	$45,881,416	$45,208,402	$6,859,187	$673,014

A-PLUS BENEFITS INC EMPLOYEE