ROYAL PAPER BOX CO OF CA EMPLOYEES WEFARE BENEFIT PLAN & TRUST (EIN 953912394) - 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

Formation Year

1983

Legal Domicile

Principal Officer

JAMES R HODGES

Phone

3237287041

Tax Period

2024-07-01 to 2025-06-30

ROYAL PAPER BOX CO OF CA EMPLOYEES WEFARE BENEFIT PLAN & TRUST, founded in 1983, is a community nonprofit that reported $1.2M in total revenue in fiscal year 2024. Revenue grew 11% year-over-year, indicating healthy expansion.

Mission

To furnish sickness and accident benefits for all eligible employees electing to enroll in the medical insurance plan. The plan includes medical and dental insurance. At the end of the plan year there were 59 enrollees. 100% will utilize 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 $1,162,000

Program Service Revenue $0

Investment Income $0

Other Revenue $0

TOTAL REVENUE $1,162,000

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $1,143,117

Other Expenses $58,455

TOTAL EXPENSES $1,143,117

Year-over-Year Comparison

	2024	2023	Change
Revenue	$1,162,000	$1,047,000	+0.1%
Expenses	$1,143,117	$1,041,013	+0.1%
Net Income	$18,883	$5,987	+2.2%

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

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

$532,393

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JAMES R HODGES	TRUSTEE	0	Director	$532,393	$0	$532,393

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
2025	$1,162,000	$1,143,117	$599,949	$18,883
2024	No data	No data	No data	No data
2023	$945,000	$938,798	$575,079	$6,202
2022	$849,000	$850,578	$568,877	$-1,578
2021	$900,500	$892,266	$570,454	$8,234

ROYAL PAPER BOX CO OF CA EMPLOYEES WEFARE BENEFIT PLAN & TRUST