AGC HEALTH BENEFIT TRUST FUND

EIN: 237170147

WILSONVILLE, OR

Total Revenue
$7,606,413
Total Expenses
$7,585,967
Total Assets
$1,905,167
Net Assets
$1,800,348
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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
1971
Legal Domicile
OR
Principal Officer
LEIGH TAPANI
Phone
5036823363
Tax Period
2024-04-01 to 2025-03-31

AGC HEALTH BENEFIT TRUST FUND, founded in 1971, is a community nonprofit that reported $7.6M in total revenue in fiscal year 2024.

Mission

TO PROVIDE HEALTH AND WELFARE BENEFITS TO ELIGIBLE PARTICIPANTS.

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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%)

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Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $0
Program Service Revenue $7,533,996
Investment Income $71,463
Other Revenue $954
TOTAL REVENUE $7,606,413

Expense Breakdown

Grants Paid $0
Salaries & Benefits $0
Fundraising Expenses $0
Other Expenses $533,124
TOTAL EXPENSES $7,585,967

Year-over-Year Comparison

2024 2023 Change
Revenue $7,606,413 $7,720,876 0.0%
Expenses $7,585,967 $7,685,945 0.0%
Net Income $20,446 $34,931 -0.4%
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

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Governance

Voting Members
3
Independent Members
3
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
1
$0
Total Directors
3
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
LEIGH TAPANI TRUSTEE CHAIR 0.50
Officer Director
$0 $0 $0
LOGAN KYSAR TRUSTEE 0.50
Director
$0 $0 $0
JONATHAN WOOLWORTH TRUSTEE 0.50
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 $7,606,413 $7,585,967 $1,905,167 $20,446
2024 $7,720,876 $7,685,945 $1,794,598 $34,931
2023 $7,942,725 $7,980,760 $1,744,399 $-38,035
2022 $11,419,505 $10,897,713 $1,717,335 $521,792
2021 $11,206,324 $11,207,595 $1,268,315 $-1,271
2020 $10,755,099 $10,779,119 $1,200,428 $-24,020
2019 $12,370,802 $12,392,558 $1,277,729 $-21,756
2018 $10,675,893 $10,703,344 $1,275,413 $-27,451
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