CALIFORNIA MOTOR CAR DEALERS EMPLO… - Form 990 Financial Data

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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

1987

Legal Domicile

Principal Officer

RICHARD C MURRAY

Phone

2134432626

Tax Period

2018-01-01 to 2018-11-30

CALIFORNIA MOTOR CAR DEALERS EMPLOYEE BENEFITS TRUST, founded in 1987, is a small nonprofit that reported $381K in total revenue in fiscal year 2018. Revenue surged 32% from the prior year, signaling strong growth momentum.

Mission

ORGANIZED TO MAKE AVAILABLE LOW COST GROUP MEDICAL, DENTAL, VISION AND LIFE INSURANCE TO MEMBERS OF THE CALIFORNIA NEW CAR DEALERS ASSOCIATION AND THEIR EMPLOYEES.

Program Service Accomplishments

Program 1

GROUP INSURANCE PLAN WITH 0 PARTICIPANTS AS OF 11/30/18. ON JUNE 24, 2010, THE PLAN'S BOARD OF TRUSTEES APPROVED A RESOLUTION TO TERMINATE THE PLAN'S BENEFIT OFFERINGS EFFECTIVE DECEMBER 31, 2010...

GROUP INSURANCE PLAN WITH 0 PARTICIPANTS AS OF 11/30/18. ON JUNE 24, 2010, THE PLAN'S BOARD OF TRUSTEES APPROVED A RESOLUTION TO TERMINATE THE PLAN'S BENEFIT OFFERINGS EFFECTIVE DECEMBER 31, 2010. BEGINNING IN 2011 THE TRUST HAD NO BENEFIT OFFERINGS. ONCE ALL OF THE OBLIGATIONS OF THE PLAN HAVE BEEN SATISFIED, THE CALIFORNIA NEW CAR DEALERS ASSOCIATION HAS AUTHORIZED THE ESTABLISHMENT OF A TAX-EXEMPT FOUNDATION UNDER IRS CODE SECTION 501(C)(3) FOR THE PURPOSE OF RECEIVING FUNDS THAT THE TRUST MAY TRANSFER TO IT, SUBJECT TO THE APPROVAL OF THE DEPARTMENT OF LABOR, TO CARRY ON EDUCATIONAL AND CHARITABLE ACTIVITIES FOR THE BENEFIT OF THOSE GENERALLY AFFILIATED WITH THE AUTOMOTIVE INDUSTRY AND MEMBERS OF THE PUBLIC. THE TRUST MAY ALSO TRANSFER FUNDS TO OTHER CHARITABLE ORGANIZATIONS.

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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 (2018)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $0

Investment Income $379,132

Other Revenue $1,456

TOTAL REVENUE $380,588

Expense Breakdown

Grants Paid $0

Salaries & Benefits $115,000

Fundraising Expenses $0

Other Expenses $265,588

TOTAL EXPENSES $380,588

Year-over-Year Comparison

	2018	2017	Change
Revenue	$380,588	$288,671	+0.3%
Expenses	$380,588	$383,553	0.0%
Net Income	$0	$-94,882	-1.0%

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

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
N/A	INSTITUTIONAL TRUSTEE	40.00		$115,000	$0	$115,000

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
2018	$380,588	$380,588	No data	No data

CALIFORNIA MOTOR CAR DEALERS EMPLOYEE BENEFITS TRUST