STEWART TITLE COMPANY EMPLOYEE WELFARE BENEFIT PLAN AND TRUST

EIN: 946758908

CARMICHAEL, CA

Total Revenue
$798,478
Total Expenses
$953,462
Total Assets
$139,547
Net Assets
$100,528
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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
2000
Legal Domicile
CA
Principal Officer
PAUL CARRILLO
Phone
9164846990
Tax Period
2021-01-01 to 2021-12-31

STEWART TITLE COMPANY EMPLOYEE WELFARE BENEFIT PLAN AND TRUST, founded in 2000, is a small nonprofit that reported $798K in total revenue in fiscal year 2021. Expenses of $953K exceeded revenue, resulting in a 19% operating deficit.

Mission

TO PROVIDE MAJOR MEDICAL, VISION, AND GROUP LIFE INSURANCE, AND DENTAL AND DISABILITY BENEFITS TO ELIGIBLE EMPLOYEES.

Program Service Accomplishments

Program 1

PAYMENT OF INSURANCE PREMIUMS, DENTAL CLAIMS, AND RELATED EXPENSES

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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 (2021)

Revenue Breakdown

Contributions & Grants $0
Program Service Revenue $798,478
Investment Income $0
Other Revenue $0
TOTAL REVENUE $798,478

Expense Breakdown

Grants Paid $0
Salaries & Benefits $0
Fundraising Expenses $0
Other Expenses $953,462
TOTAL EXPENSES $953,462

Year-over-Year Comparison

2021 2020 Change
Revenue $798,478 $811,607 0.0%
Expenses $953,462 $824,564 +0.2%
Net Income $-154,984 $-12,957 +11.0%
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
2
Independent Members
2
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
2
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
PAUL CARRILLO TRUSTEE 2.00
Director
$0 $0 $0
CHARLES DORN TRUSTEE 2.00
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
2021 $798,478 $953,462 $139,547 $-154,984
2020 $811,607 $824,564 $286,726 $-12,957
2019 $298,094 $830,779 $304,122 $-532,685
2018 $905,137 $784,945 $826,513 $120,192
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