1992 BENEFIT PLAN RETIREE HEALTH BENEFIT RESERVE TRUST

EIN: 223462890

WASHINGTON, DC

Total Revenue
$65,235
Total Expenses
N/A
Total Assets
$1,386,719
Net Assets
$1,386,719
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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
2008
Legal Domicile
DC
Principal Officer
LORRAINE LEWIS
Phone
2025212200
Tax Period
2023-01-01 to 2023-12-31

1992 BENEFIT PLAN RETIREE HEALTH BENEFIT RESERVE TRUST, founded in 2008, is a micro nonprofit that reported $65K in total revenue in fiscal year 2023. Revenue surged 250% from the prior year, signaling strong growth momentum.

Mission

SECURE THE PROVISION OF HEALTH BENEFITS

Program Service Accomplishments

Program 1

FUNDED WELFARE BENEFITS PROVIDED UNDER THE UMWA 1992 BENEFIT PLAN FOR RETIREES OF COAL OPERATORS MAINTAINING I.R.C. SEC. 9711 HEALTH PLANS.

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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%)

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Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $0
Program Service Revenue $0
Investment Income $65,235
Other Revenue $0
TOTAL REVENUE $65,235

Expense Breakdown

Grants Paid $0
Salaries & Benefits $0
Fundraising Expenses $0
Other Expenses $0
TOTAL EXPENSES $0

Year-over-Year Comparison

2023 2022 Change
Revenue $65,235 $18,625 +2.5%
Expenses N/A $108,527 -1.0%
Net Income N/A $-89,902 N/A
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

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Governance

Voting Members
1
Independent Members
1
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
2
$89,659
Total Directors
0
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
LORRAINE LEWIS Executive Dir. 3.33
Officer
$0 $0 $74,948
ANNA AMSELLE Director of Fin 3.75
Officer
$0 $0 $14,711
NORTHERN TRUST TRUSTEE Trustee 1.00
$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 $65,235 No data $1,386,719 No data
2022 $18,625 $108,527 $1,321,484 $-89,902
2021 $144 No data $1,411,387 No data
2020 $5,172 No data $1,413,064 No data
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