STEELWORKERS PENSION TRUST EMPLOYEE POST-RETIREMENT HEALTH INS PL & TR (EIN 232888236) - Form 990 Financial Analysis & Trantor Score

🔒

Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Financial Trends

Organization Details

Formation Year

1997

Legal Domicile

Principal Officer

Deborah Chorba

Phone

4125621173

Tax Period

2024-01-01 to 2024-12-31

STEELWORKERS PENSION TRUST EMPLOYEE POST-RETIREMENT HEALTH INS PL & TR, founded in 1997, is a small nonprofit that reported $300K in total revenue in fiscal year 2024. Revenue grew 10% year-over-year, indicating healthy expansion. The organization ran a surplus of $897K, a strong 299% operating margin.

Mission

Post retirement health insurance fund that provides post retirement medical coverages to retirees.

🔒

Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

Sign in to view Trantor Score and financial metrics

Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $0

Investment Income $300,089

Other Revenue $0

TOTAL REVENUE $300,089

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $-596,433

Other Expenses $-833,454

TOTAL EXPENSES $-596,433

Year-over-Year Comparison

	2024	2023	Change
Revenue	$300,089	$271,639	+0.1%
Expenses	$-596,433	$-675,176	-0.1%
Net Income	$896,522	$946,815	-0.1%

Key Indicators

✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✗ Schedule B Required

🔒

Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

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

$316,043

Highest Compensated

reported

Name	Title	Role	Reportable Comp	Other Comp	Total
Deborah Chorba	Committee Member	Key Emp Highest	$0	$95,989	$224,712
Cindy Mendoza	Committee Member	Key Emp	$0	$32,279	$91,331
David McCall	President	Officer Director	$0	$0	$0
Michael Yoffee	Committee Member	Director	$0	$0	$0
Christine Fleps	Committee Member	Director	$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	No data	No data	No data	No data
2024	$300,089	$-596,433	$10,469,288	$896,522
2023	$271,639	$-675,176	$9,572,766	$946,815
2022	$163,960	$1,594,022	$8,625,951	$-1,430,062
2021	$955,136	$343,440	$10,056,013	$611,696
2020	$820,191	$255,963	$9,444,317	$564,228

STEELWORKERS PENSION TRUST EMPLOYEE POST-RETIREMENT HEALTH INS PL & TR