TR AGREEMENT FOR GPU CO HEALTH CARE PLAN FOR EMP REP BY IBEW 459 & UWU (EIN 223160896) - 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

1991

Legal Domicile

Principal Officer

STATE STREET

Phone

6176640059

Tax Period

2023-01-01 to 2023-12-31

TR AGREEMENT FOR GPU CO HEALTH CARE PLAN FOR EMP REP BY IBEW 459 & UWU, founded in 1991, is a mid-sized nonprofit that reported $12.8M in total revenue in fiscal year 2023. Revenue surged 23% from the prior year, signaling strong growth momentum. Expenses of $11.6M left a modest 9% surplus.

Mission

TRUST TO FUND HEALTHCARE BENEFITS

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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 $7,894,630

Investment Income $4,867,025

Other Revenue $2,521

TOTAL REVENUE $12,764,176

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $108,615

TOTAL EXPENSES $11,630,239

Year-over-Year Comparison

	2023	2022	Change
Revenue	$12,764,176	$10,361,393	+0.2%
Expenses	$11,630,239	$11,526,233	+0.0%
Net Income	$1,133,937	$-1,164,840	-2.0%

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
STATE STREET BANK	TRUSTEE	1.0		$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
2024	No data	No data	No data	No data
2023	$12,764,176	$11,630,239	$111,817,504	$1,133,937
2022	$10,361,393	$11,526,233	$97,545,342	$-1,164,840
2021	$22,529,552	$10,506,487	$120,595,411	$12,023,065
2020	$10,963,329	$10,117,658	$108,390,502	$845,671
2019	$10,581,192	$11,054,973	$98,034,842	$-473,781
2018	$10,830,465	$10,444,977	$84,656,128	$385,488

TR AGREEMENT FOR GPU CO HEALTH CARE PLAN FOR EMP REP BY IBEW 459 & UWU