THUNDERBIRD RETIREES INC HEALTH AND (EIN 208349521) - 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

2006

Legal Domicile

Principal Officer

KELLY J CARRUTH

Phone

3202582464

Tax Period

2023-09-01 to 2024-08-31

THUNDERBIRD RETIREES INC HEALTH AND, founded in 2006, is a community nonprofit in the Mutual Benefit sector that reported $1.1M in total revenue in fiscal year 2023. Revenue decreased 8% compared to the prior year. The organization ran a surplus of $344K, a strong 31% operating margin.

Mission

TO FUND MEDICAL INSURANCE PREMIUMS FOR FORMER BARGAINING UNIT EMPLOYEES OF THUNDERBIRD MINING CO. AND THEIR SURVIVING SPOUSE AND CERTAIN DEPENDENTS UNDER THE THUNDERBIRD MINING CO. RETIREE HEALTH AND WELFARE BENEFITS PLAN.

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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 $958,421

Investment Income $162,292

Other Revenue $0

TOTAL REVENUE $1,120,713

Expense Breakdown

Grants Paid $0

Salaries & Benefits $9,382

Fundraising Expenses $0

Other Expenses $80,862

TOTAL EXPENSES $776,567

Year-over-Year Comparison

	2023	2022	Change
Revenue	$1,120,713	$1,223,096	-0.1%
Expenses	$776,567	$797,875	0.0%
Net Income	$344,146	$425,221	-0.2%

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

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
BREMER BANK N A	TRUSTEE	N/A		$9,382	$0	$9,382

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	$1,120,713	$776,567	$5,498,676	$344,146
2023	$1,223,096	$797,875	$5,142,535	$425,221
2022	$948,503	$854,354	$4,644,244	$94,149
2021	$1,111,439	$932,532	$4,969,961	$178,907
2020	$1,139,030	$912,207	$4,837,388	$226,823

THUNDERBIRD RETIREES INC HEALTH AND