TOLEDO CLINIC WELFARE BENEFIT PLAN (EIN 266343700) - Form 990 Financial Analysis & Trantor Score

🔒

Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Financial Trends

Organization Details

Formation Year

2008

Legal Domicile

Principal Officer

CHARLES KOPITKE

Phone

4194733561

Tax Period

2024-05-01 to 2025-04-30

TOLEDO CLINIC WELFARE BENEFIT PLAN, founded in 2008, is a mid-sized nonprofit in the Mutual Benefit sector that reported $10.1M in total revenue in fiscal year 2024. Revenue grew 14% year-over-year, indicating healthy expansion.

Mission

IN ACCORDANCE WITH IRS RULES, DISABILITY, GROUP TERM LIFE, ETC. HAVE BEEN GROSSED UP FOR THE APPLICABLE TAXES.

🔒

Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

Sign in to view Trantor Score and financial metrics

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

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $9,971,329

Investment Income $171,814

Other Revenue $0

TOTAL REVENUE $10,143,143

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $1,268,939

TOTAL EXPENSES $10,686,558

Year-over-Year Comparison

	2024	2023	Change
Revenue	$10,143,143	$8,868,769	+0.1%
Expenses	$10,686,558	$11,130,230	0.0%
Net Income	$-543,415	$-2,261,461	-0.8%

Key Indicators

✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✗ Schedule B Required

🔒

Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

N/A

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

$317,478

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
CHARLES KOPITKE	TRUSTEE	2.00	Director	$10,230	$61,736	$317,478

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	$10,143,143	$10,686,558	$4,087,706	$-543,415
2024	$8,868,769	$11,130,230	$4,566,394	$-2,261,461
2023	$8,539,519	$9,954,810	$6,832,783	$-1,415,291
2022	$10,252,233	$9,290,014	$8,241,432	$962,219
2021	$11,298,995	$9,510,558	$7,279,213	$1,788,437
2020	$11,237,422	$10,489,041	$5,490,776	$748,381
2019	$12,156,575	$9,856,412	$4,742,395	$2,300,163
2018	$11,115,616	$9,778,712	$2,442,232	$1,336,904

TOLEDO CLINIC WELFARE BENEFIT PLAN