GPU COMPANIES BASIC LIFE AND ACCIDENT INS PLAN FOR BARGAINING UNIT RETIREES TRUST (EIN 233062203) - 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 INS PLAN FOR BARGAINING UNIT RETIREES TRUST, founded in 2000, is a community nonprofit in the Mutual Benefit sector that reported $7.8M in total revenue in fiscal year 2023. Revenue surged 2578% from the prior year, signaling strong growth momentum. The organization ran a surplus of $6.3M, a strong 80% operating margin.

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 $7,383,514

Investment Income $431,211

Other Revenue $283

TOTAL REVENUE $7,815,008

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $22,112

TOTAL EXPENSES $1,557,403

Year-over-Year Comparison

	2023	2022	Change
Revenue	$7,815,008	$291,797	+25.8%
Expenses	$1,557,403	$1,635,090	0.0%
Net Income	$6,257,605	$-1,343,293	-5.7%

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	$7,815,008	$1,557,403	$18,178,231	$6,257,605
2022	$291,797	$1,635,090	$11,243,057	$-1,343,293
2021	$885,300	$1,720,528	$13,991,088	$-835,228
2020	$1,569,835	$1,843,654	$15,258,063	$-273,819
2019	$1,501,618	$1,894,523	$15,143,864	$-392,905
2018	$1,442,782	$1,597,493	$14,799,723	$-154,711

GPU COMPANIES BASIC LIFE AND ACCIDENT INS PLAN FOR BARGAINING UNIT RETIREES TRUST