CONSTELLATION EMPLOYEES BENEFIT TRUST

EIN: 874039849 Mutual Benefit

KENNETT SQUARE, PA

Total Revenue
$228,817,595
Total Expenses
$218,269,380
Total Assets
$29,131,306
Net Assets
$25,428,354
🔒

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

Sign In — Free (10 views/day)

Financial Trends

Organization Details

Formation Year
2022
Legal Domicile
IL
Principal Officer
LISA AGASE
Phone
7792315871
Tax Period
2023-01-01 to 2023-12-31

CONSTELLATION EMPLOYEES BENEFIT TRUST, founded in 2022, is a major nonprofit in the Mutual Benefit sector that reported $228.8M in total revenue in fiscal year 2023. Revenue grew 18% year-over-year, indicating healthy expansion. Expenses of $218.3M left a modest 5% surplus.

Mission

PROVIDE HEALTHCARE BENEFITS TO MEMBERS.

🔒

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%)

Sign In — Free (10 views/day)

Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $0
Program Service Revenue $228,158,935
Investment Income $658,660
Other Revenue $0
TOTAL REVENUE $228,817,595

Expense Breakdown

Grants Paid $0
Salaries & Benefits $5,635
Fundraising Expenses $0
Other Expenses $11,298,765
TOTAL EXPENSES $218,269,380

Year-over-Year Comparison

2023 2022 Change
Revenue $228,817,595 $193,875,191 +0.2%
Expenses $218,269,380 $168,000,212 +0.3%
Net Income $10,548,215 $25,874,979 -0.6%
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

Sign In

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
N/A INSTITUTIONAL TRUSTEE 1.00
$5,635 $0 $5,635
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 No data No data No data No data
2023 $228,817,595 $218,269,380 $29,131,306 $10,548,215
2022 $193,875,191 $168,000,212 $24,810,361 $25,874,979
Explore More Nonprofits
→Top 100 Nonprofits in Pennsylvania →Largest U.S. Nonprofits →Best Rated Nonprofits →Most Efficient Nonprofits

Compare CONSTELLATION EMPLOYEES BENEFIT TRUST with other nonprofits in Pennsylvania and across the country.

We Value Your Privacy
We use cookies and similar technologies to analyze site traffic and improve your experience. By clicking "Accept All", you consent to our use of cookies for analytics and measurement.