TRAFFIC CONTROLLERS BENEFITS TRUST

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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

2013

Legal Domicile

Principal Officer

fernando soriano

Phone

8007633999

Tax Period

2020-01-01 to 2020-12-31

TRAFFIC CONTROLLERS BENEFITS TRUST, founded in 2013, is a community nonprofit that reported $2.8M in total revenue in fiscal year 2020. Revenue surged 25% from the prior year, signaling strong growth momentum.

Mission

to provide health benefits (medical, dental, eap and vision) for eligible employees of the employer and their dependents. all covered employees are also eligible to receive life insurance benefits. form 990, part vi, line 11b: the form 990 was reviewed by the trustees. form 990, part vi, line 12c: in case of a conflict of interest issue, the governing board would review the situation. there have been no known conflicts of interest for the year ended December 31, 2020. form 990, part vi, line 19: the plan will provide the governing documents, policies and financial statements to any participant who requests this information in writing. this information can be obtained in the form of pdf documents.

Program Service Accomplishments

Program 1

TO PROVIDE HEALTH BENEFITS (MEDICAL, DENTAL, EAP AND VISION) FOR ELIGIBLE EMPLOYEES OF THE EMPLOYER AND THEIR DEPENDENTS. ALL COVERED EMPLOYEES ARE ALSO ELIGIBLE TO RECEIVE LIFE INSURANCE 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 (2020)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $2,838,998

Investment Income $0

Other Revenue $0

TOTAL REVENUE $2,838,998

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $98,213

TOTAL EXPENSES $3,003,088

Year-over-Year Comparison

	2020	2019	Change
Revenue	$2,838,998	$2,278,523	+0.2%
Expenses	$3,003,088	$2,319,458	+0.3%
Net Income	$-164,090	$-40,935	+3.0%

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

Governance

Voting Members

Independent Members

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
Inga O'Donnell	Trustee	2.0	Director	$0	$0	$0
Fernando Soriano	Chairman	2.0	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
2020	$2,838,998	$3,003,088	$13,736	$-164,090
2019	$2,278,523	$2,319,458	$179,218	$-40,935
2018	$1,739,378	$1,727,363	$220,195	$12,015