VOLUNTARY BENEFITS PLAN FOR RETIRED EMPLOYEES OF KAISER GROUP INTERNATIONAL (EIN 261498967) - Form 990 Financial Analysis & Trantor Score

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Tuckman-Chang Vulnerability Assessment

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

2007

Legal Domicile

Principal Officer

ROB CANNON

Phone

2058765779

Tax Period

2023-01-01 to 2023-12-31

VOLUNTARY BENEFITS PLAN FOR RETIRED EMPLOYEES OF KAISER GROUP INTERNATIONAL, founded in 2007, is a small nonprofit in the Mutual Benefit sector that reported $357K in total revenue in fiscal year 2018. Revenue decreased 13% compared to the prior year. Expenses of $634K exceeded revenue, resulting in a 77% operating deficit.

Mission

TO PROVIDE HEALTH AND DEATH BENEFITS TO ELIGIBLE RETIREES OF KAISER GROUP INTERNATIONAL.

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Trantor Score

Financial Health & Payment Capacity Assessment (FICO Scale: 300–850)

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $98,484

Investment Income $-32,738

Other Revenue $0

TOTAL REVENUE $65,746

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $43,405

TOTAL EXPENSES $293,622

Year-over-Year Comparison

	2023	2022	Change
Revenue	$65,746	$179,936	-0.6%
Expenses	$293,622	$362,655	-0.2%
Net Income	$-227,876	$-182,719	+0.2%

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

$425,614

Total Directors

$168,618

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
DORIS SEWELL	TRUSTEE	1.00	Director	$0	$0	$168,618
RUEY MULLINAX	PLAN ADMINISTRATOR	1.00	Officer	$0	$0	$232,935
ROBERT CANNON	PLAN ADMINISTRATOR	1.00	Officer	$0	$0	$192,679

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	$65,746	$293,622	$415,561	$-227,876
2022	$179,936	$362,655	$575,316	$-182,719
2021	$269,390	$424,962	$864,146	$-155,572
2020	$336,540	$509,469	$1,024,686	$-172,929
2019	$362,908	$548,039	$1,145,497	$-185,131
2018	$357,386	$634,130	$1,252,802	$-276,744

VOLUNTARY BENEFITS PLAN FOR RETIRED EMPLOYEES OF KAISER GROUP INTERNATIONAL