CA BENEFITS ALLIANCE FOR NONPROFITS VOLUNTARY EMPLOYEES' BENEFICIARY ASSN TR (EIN 957110200) - 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

2009

Legal Domicile

Principal Officer

JULIE RABINOVITZ

Phone

2133865614

Tax Period

2020-07-01 to 2021-01-31

CA BENEFITS ALLIANCE FOR NONPROFITS VOLUNTARY EMPLOYEES' BENEFICIARY ASSN TR, founded in 2009, is a community nonprofit that reported $2.2M in total revenue in fiscal year 2020. Revenue fell 75% from the prior year — a significant decline worth monitoring.

Mission

THE PLAN IS A TRUST FUND ESTABLISHED FOR THE SOLE PURPOSE OF SUPPORTING AND MAINTAINING A WELFARE PLAN PROGRAM ESTABLISHED BY THE SPONSOR, ESSENTIAL ACCESS HEALTH (FORMERLY CALIFORNIA FAMILY HEALTH COUNCIL), A CALIFORNIA NONPROFIT BENEFIT CORPORATION, FOR THE BENEFIT OF THE NONPROFIT MEMBERS.

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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 $2,190,698

Investment Income $0

Other Revenue $0

TOTAL REVENUE $2,190,698

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $38,736

TOTAL EXPENSES $2,196,239

Year-over-Year Comparison

	2020	2019	Change
Revenue	$2,190,698	$8,928,094	-0.8%
Expenses	$2,196,239	$8,928,094	-0.8%
Net Income	$-5,541	$0	N/A

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

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	Role	Reportable Comp	Other Comp	Total
DEB FARMER	MEMBER	Director	$0	$0	$0
ROD GRAINGER	MEMBER	Director	$0	$0	$0
MICHELLE MCDONALD	COMMITTEE CHAIR	Officer	$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	$2,190,698	$2,196,239	No data	$-5,541
2020	$8,928,094	$8,928,094	$51,594	No data
2019	$11,480,113	$11,480,113	$913,457	No data
2018	$10,545,532	$10,545,532	$217,611	No data

CA BENEFITS ALLIANCE FOR NONPROFITS VOLUNTARY EMPLOYEES' BENEFICIARY ASSN TR