Welfare Benefits Funding Plan for Employees of Temple University (EIN 232192297) - 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

1994

Legal Domicile

Phone

2152047366

Tax Period

2024-07-01 to 2025-06-30

Welfare Benefits Funding Plan for Employees of Temple University, founded in 1994, is a mid-sized nonprofit that reported $58.6M in total revenue in fiscal year 2024. Revenue surged 24% from the prior year, signaling strong growth momentum. The organization ran a surplus of $25.1M, a strong 43% operating margin.

Mission

The organization is a 501(c)(9) trust providing medical and welfare benefits for Temple University employees, retirees, and their beneficiaries.

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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 $17,807,151

Investment Income $11,452,941

Other Revenue $29,322,824

TOTAL REVENUE $58,582,916

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $33,479,185

Other Expenses $1,560,362

TOTAL EXPENSES $33,479,183

Year-over-Year Comparison

	2024	2023	Change
Revenue	$58,582,916	$47,279,267	+0.2%
Expenses	$33,479,183	$28,415,396	+0.2%
Net Income	$25,103,733	$18,863,871	+0.3%

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
Temple University	Trustee	2.0		$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
2025	$58,582,916	$33,479,183	$414,314,993	$25,103,733
2024	$47,279,267	$28,415,396	$389,211,260	$18,863,871
2023	$33,336,684	$27,303,275	$370,347,389	$6,033,409
2022	$-3,203,126	$25,465,191	$364,313,980	$-28,668,317
2021	$95,112,455	$22,998,615	$392,982,297	$72,113,840
2020	$16,681,951	$23,693,054	$320,868,457	$-7,011,103
2019	$22,940,262	$24,950,902	$327,879,560	$-2,010,640
2018	$38,620,997	$23,312,841	$329,890,200	$15,308,156

Welfare Benefits Funding Plan for Employees of Temple University