PEPSI-COLA BOTTLERS LIFE HEALTH ACCIDENT AND OTHER BENEFITS FUND (EIN 136131902) - 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

1977

Legal Domicile

Principal Officer

GARY ALLANSON

Phone

4436030280

Tax Period

2023-01-01 to 2023-12-31

PEPSI-COLA BOTTLERS LIFE HEALTH ACCIDENT AND OTHER BENEFITS FUND, founded in 1977, is a micro nonprofit that reported $938 in total revenue in fiscal year 2023. Revenue surged 133% from the prior year, signaling strong growth momentum. Expenses of $128K exceeded revenue, resulting in a 13566% operating deficit.

Mission

TO OBTAIN AND PROVIDE GROUP LIFE, HEALTH, AND ACCIDENT INSURANCE FOR PARTICIPATING BOTTLERS AS WELL AS OTHER BENEFITS AS PERMITTED UNDER SETION 501(C) (9) OF THE INTERNAL REVENUE CODE.

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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 (2023)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $0

Investment Income $938

Other Revenue $0

TOTAL REVENUE $938

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $128,186

TOTAL EXPENSES $128,186

Year-over-Year Comparison

	2023	2022	Change
Revenue	$938	$403	+1.3%
Expenses	$128,186	$11,227	+10.4%
Net Income	$-127,248	$-10,824	+10.8%

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
GARY ALLANSON	PRESIDENT	5.00	Officer Director	$0	$0	$0
JOHN TORGERSON	TRUSTEE	0.25	Director	$0	$0	$0
JIM ANGERS	TRUSTEE	0.25	Director	$0	$0	$0
MARK AVENT	TRUSTEE	0.25	Director	$0	$0	$0
JOHN FALOON	TRUSTEE	0.25	Director	$0	$0	$0
BRIAN CHARNESKI	VICE CHAIR	0.25	Officer Director	$0	$0	$0
MATHEW DENT	TRUSTEE	0.25	Director	$0	$0	$0
DAVID DOHERTY	SECRETARY	0.25	Officer Director	$0	$0	$0
PAUL EILERMAN	TRUSTEE	0.25	Director	$0	$0	$0
MIKE BARTEL	TRUSTEE	0.25	Director	$0	$0	$0
REGINALD GOINS	CHAIRMAN	0.25	Officer Director	$0	$0	$0
TR GROSS	TRUSTEE	0.25	Director	$0	$0	$0
DEREK HILL	TRUSTEE	0.25	Director	$0	$0	$0
ANDY MOORE	TRUSTEE	0.25	Director	$0	$0	$0
MILES MINGES	TRUSTEE	0.25	Director	$0	$0	$0
FRITZ TRUAX	TRUSTEE	0.25	Director	$0	$0	$0
PAT WEINSTEIN	TRUSTEE	0.25	Director	$0	$0	$0
BUDDY LEWIS	TRUSTEE	0.25	Director	$0	$0	$0
BILL BROWN	TREASURER	0.25	Officer 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
2023	$938	$128,186	No data	$-127,248
2022	$403	$11,227	$133,377	$-10,824
2021	$477	$21,518	$154,590	$-21,041
2020	$4,103	$35,629	$176,379	$-31,526
2019	$6,458	$40,089	$208,927	$-33,631
2018	$6,669	$47,575	$233,410	$-40,906

PEPSI-COLA BOTTLERS LIFE HEALTH ACCIDENT AND OTHER BENEFITS FUND