GPU COMPANIES BASIC LIFE AND ACCIDENT INSURANCE PLAN FOR NON-BARGAINING RETIREES TR (EIN 233062202) - 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

2000

Legal Domicile

Principal Officer

STATE STREET

Phone

6176640059

Tax Period

2023-01-01 to 2023-12-31

GPU COMPANIES BASIC LIFE AND ACCIDENT INSURANCE PLAN FOR NON-BARGAINING RETIREES TR, founded in 2000, is a small nonprofit in the Mutual Benefit sector that reported $217K in total revenue in fiscal year 2023. Revenue surged 34% from the prior year, signaling strong growth momentum. Expenses of $993K exceeded revenue, resulting in a 357% operating deficit.

Mission

TRUST TO FUND LIFE INSURANCE 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 $0

Investment Income $216,904

Other Revenue $77

TOTAL REVENUE $216,981

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $10,545

TOTAL EXPENSES $992,570

Year-over-Year Comparison

	2023	2022	Change
Revenue	$216,981	$161,721	+0.3%
Expenses	$992,570	$1,052,083	-0.1%
Net Income	$-775,589	$-890,362	-0.1%

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	$216,981	$992,570	$6,380,262	$-775,589
2022	$161,721	$1,052,083	$6,911,933	$-890,362
2021	$430,883	$1,141,592	$8,646,578	$-710,709
2020	$1,108,423	$1,241,430	$9,616,506	$-133,007
2019	$1,082,477	$1,341,156	$9,592,037	$-258,679
2018	$1,031,788	$1,126,953	$9,496,035	$-95,165

GPU COMPANIES BASIC LIFE AND ACCIDENT INSURANCE PLAN FOR NON-BARGAINING RETIREES TR