UNITED PUBLIC EMPLOYEE BENEFITS PLAN (EIN 204909734) - 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

2005

Legal Domicile

Principal Officer

KEVIN E BOYLE JR

Phone

6317388773

Tax Period

2024-01-01 to 2024-12-31

UNITED PUBLIC EMPLOYEE BENEFITS PLAN, founded in 2005, is a community nonprofit that reported $6.8M in total revenue in fiscal year 2024. The organization ran a surplus of $1.3M, a strong 19% operating margin.

Mission

TO PROVIDE SUPPLEMENTAL, ANCILLARY, AND OTHER BENEFITS TO COVERED PARTICIPANTS.

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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 $6,613,465

Investment Income $147,265

Other Revenue $0

TOTAL REVENUE $6,760,730

Expense Breakdown

Grants Paid $0

Salaries & Benefits $340,081

Fundraising Expenses $0

Other Expenses $527,861

TOTAL EXPENSES $5,501,767

Year-over-Year Comparison

	2024	2023	Change
Revenue	$6,760,730	$6,474,115	+0.0%
Expenses	$5,501,767	$5,597,627	0.0%
Net Income	$1,258,963	$876,488	+0.4%

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

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

$642,652

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
KEVIN E BOYLE JR	Trustee	10.00	Director	$0	$47,237	$374,727
GARY HICKEY	Trustee	5.00	Director	$0	$41,064	$267,925
MARY WILSON	BEN COORDINATOR	30.00		$104,364	$33,432	$137,796

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
2024	$6,760,730	$5,501,767	$5,707,480	$1,258,963
2023	$6,474,115	$5,597,627	$4,670,511	$876,488
2022	$6,025,163	$5,696,997	$3,788,899	$328,166
2021	$5,823,052	$5,678,970	$3,450,196	$144,082
2020	$5,834,596	$5,215,902	$3,253,916	$618,694
2019	$5,826,805	$5,541,117	$2,608,917	$285,688
2018	$5,742,108	$5,473,324	$2,321,628	$268,784

UNITED PUBLIC EMPLOYEE BENEFITS PLAN