DIRECTORS GUILD OF AMERICA - PRODUCER HEALTH PLAN (EIN 237067289) - 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

1969

Legal Domicile

Principal Officer

LISA READ

Phone

3238662200

Tax Period

2023-01-01 to 2023-12-31

DIRECTORS GUILD OF AMERICA - PRODUCER HEALTH PLAN, founded in 1969, is a major nonprofit that reported $158.0M in total revenue in fiscal year 2023. Revenue decreased 11% compared to the prior year.

Mission

PROVIDES HEALTH BENEFITS TO ELIGIBLE PARTICIPANTS IN ACCORDANCE WITH THE COLLECTIVE BARGAINING AGREEMENTS.

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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 $129,169,686

Investment Income $28,577,322

Other Revenue $251,375

TOTAL REVENUE $157,998,383

Expense Breakdown

Grants Paid $0

Salaries & Benefits $4,944,183

Fundraising Expenses $0

Other Expenses $4,041,605

TOTAL EXPENSES $162,601,437

Year-over-Year Comparison

	2023	2022	Change
Revenue	$157,998,383	$177,153,481	-0.1%
Expenses	$162,601,437	$152,046,705	+0.1%
Net Income	$-4,603,054	$25,106,776	-1.2%

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

$2,131,969

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
EMPLOYEE ID 115	Chief Executive Officer	13.2	Officer	$0	$130,745	$818,876
EMPLOYEE ID 639	CHIEF INVESTMENT OFFICER	13.2	Officer	$0	$106,107	$664,569
EMPLOYEE ID 200	Chief Operating Officer	13.2	Officer	$0	$54,226	$339,630
EMPLOYEE ID 548	Chief Tech & Security OFFICER	13.2	Officer	$0	$49,319	$308,894
EMPLOYEE ID 120	MANAGER AUDIT & ELIGIBILITY	13.2	Highest	$0	$40,234	$251,993
EMPLOYEE ID 437	CONTROLLER	13.2	Highest	$0	$37,120	$232,489
EMPLOYEE ID 296	Manager, Pension	13.2	Highest	$0	$32,378	$202,790
EMPLOYEE ID 114	MGR CONTRIBUTIONS & COMPLIANCE	13.2	Highest	$0	$32,227	$201,843
EMPLOYEE ID 447	Senior Programmer/Analyst	13.2	Highest	$0	$28,656	$179,476
Warren Adler alternate	Board of Trustees	1.0	Director	$0	$0	$0
Helayne Antler	Board of Trustees	1.0	Director	$0	$0	$0
liz ryan	Board of Trustees	1.0	Director	$0	$0	$0
TODD HOLLAND	BOARD OF TRUSTEES	1.0	Director	$0	$0	$0
Yudi Bennett	Board of Trustees	1.0	Director	$0	$0	$0
Scott Berger	Board of Trustees	1.0	Director	$0	$0	$0
TRACY CAHILL	BOARD OF TRUSTEES	1.0	Director	$0	$0	$0
valdez flagg	Board of Trustees	1.0	Director	$0	$0	$0
JONATHAN MOSTOW	Board of Trustees	1.0	Director	$0	$0	$0
MELINDA GAVRON	BOARD OF TRUSTEES	1.0	Director	$0	$0	$0
HARRY ISAACS	BOARD OF TRUSTEES	1.0	Director	$0	$0	$0
Nicole LANG	Board of Trustees	1.0	Director	$0	$0	$0
Hank Lachmund	Board of Trustees	1.0	Director	$0	$0	$0
RUBY LITTLE	BOARD OF TRUSTEES	1.0	Director	$0	$0	$0
Carol Lombardini	Board of Trustees	1.0	Director	$0	$0	$0
Seth Stevelman	Board of Trustees	1.0	Director	$0	$0	$0
Matt Miller	Board of Trustees	1.0	Director	$0	$0	$0
Sheldon Kasdan	Board of Trustees	1.0	Director	$0	$0	$0
Jonathan Avnet	Board of Trustees	1.0	Director	$0	$0	$0
JAY D ROTH	Board of Trustees	1.0	Director	$0	$0	$0
Robert Sacks	Board of Trustees	1.0	Director	$0	$0	$0
SAFEER HOPTON	BOARD OF TRUSTEES	1.0	Director	$0	$0	$0
MARY RAE THEWLIS	Board of Trustees	1.0	Director	$0	$0	$0
BETTY THOMAS	BOARD OF TRUSTEES	1.0	Director	$0	$0	$0
MICHAEL ZINBERG	Board of Trustees	1.0	Director	$0	$0	$0
NATASHA SHUM	BOARD OF TRUSTEES	1.0	Director	$0	$0	$0
MICHAEL PRESSMAN	BOARD OF TRUSTEES	1.0	Director	$0	$0	$0
russ hollander	board of trustees	1.0	Director	$0	$0	$0
JOSEPH PITRA	BOARD OF TRUSTEES	1.0	Director	$0	$0	$0
KAREN GAVIOLA	BOARD OF TRUSTEES	1.0	Director	$0	$0	$0
DWIGHT WILLIAMS	BOARD OF TRUSTEES	1.0	Director	$0	$0	$0
MARIE CANTIN	BOARD OF TRUSTEES	1.0	Director	$0	$0	$0
DAVID DREYFUS	BOARD OF TRUSTEES	1.0	Director	$0	$0	$0
SEITH MANN	BOARD OF TRUSTEES	1.0	Director	$0	$0	$0
ROSE UNITE	BOARD OF TRUSTEES	1.0	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
2024	No data	No data	No data	No data
2023	$157,998,383	$162,601,437	$412,319,412	$-4,603,054
2022	$177,153,481	$152,046,705	$433,901,197	$25,106,776
2021	$206,293,847	$159,504,954	$442,013,342	$46,788,893
2020	$119,646,500	$166,504,141	$381,465,059	$-46,857,641
2019	$165,220,073	$177,512,873	$381,013,859	$-12,292,800
2018	$160,852,469	$143,207,463	$332,459,947	$17,645,006

DIRECTORS GUILD OF AMERICA - PRODUCER HEALTH PLAN