GENE UPSHAW NFL PLAYER HEALTH REIMBURSEMENT ACCOUNT PLAN TRUST (EIN 113805568) - 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

2007

Legal Domicile

Principal Officer

MICHAEL MILLER

Phone

8006383186

Tax Period

2024-04-01 to 2025-03-31

GENE UPSHAW NFL PLAYER HEALTH REIMBURSEMENT ACCOUNT PLAN TRUST, founded in 2007, is a major nonprofit in the Mutual Benefit sector that reported $265.8M in total revenue in fiscal year 2024. Revenue surged 165% from the prior year, signaling strong growth momentum. The organization ran a surplus of $221.0M, a strong 83% operating margin.

Mission

SEE ORGANIZATION'S MISSION ON FORM 990, PART III, QUESTION 1.

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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 $0

Program Service Revenue $240,975,769

Investment Income $30,525,683

Other Revenue $-5,712,303

TOTAL REVENUE $265,789,149

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $44,793,309

Other Expenses $3,860,296

TOTAL EXPENSES $44,793,309

Year-over-Year Comparison

	2024	2023	Change
Revenue	$265,789,149	$100,409,058	+1.6%
Expenses	$44,793,309	$49,255,994	-0.1%
Net Income	$220,995,840	$51,153,064	+3.3%

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
KATIE BLACKBURN	TRUSTEE	1.00	Director	$0	$0	$0
JOHN SPANOS	TRUSTEE	1.00	Director	$0	$0	$0
HYMIE ELHAI	TRUSTEE	1.00	Director	$0	$0	$0
SAM MCCULLUM	TRUSTEE	1.00	Director	$0	$0	$0
ROBERT SMITH	TRUSTEE	1.00	Director	$0	$0	$0
HOBY BRENNER	TRUSTEE	1.00	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
2025	$265,789,149	$44,793,309	$1,081,192,233	$220,995,840
2024	$100,409,058	$49,255,994	$824,773,751	$51,153,064
2023	$135,060,275	$46,736,643	$763,783,902	$88,323,632
2022	$10,709,473	$42,099,215	$687,634,707	$-31,389,742
2021	$18,662,699	$33,767,314	$768,529,281	$-15,104,615

GENE UPSHAW NFL PLAYER HEALTH REIMBURSEMENT ACCOUNT PLAN TRUST