AGC HEALTH BENEFIT TRUST FUND

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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

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

THE PURPOSE OF THE TRUST IS TO PROVIDE FOR THE FUNDING OF HEALTH AND WELFARE BENEFITS FROM THE CONTRIBUTIONS OF EMPLOYERS, EMPLOYEES AND ANY PERSONS ELIGIBLE TO MAKE SELF PAYMENTS UNDER THE APPLICABLE LAW.

Program Service Accomplishments

Program 1

THE PURPOSE OF THE TRUST IS TO PROVIDE FOR THE FUNDING OF HEALTH AND WELFARE BENEFITS FROM THE CONTRIBUTIONS OF EMPLOYERS, EMPLOYEES AND ANY PERSONS ELIGIBLE TO MAKE SELF PAYMENTS UNDER THE...

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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 (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

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
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