THE COCA-COLA COMPANY POSTRETIREMENT BENEFITS TRUST 22-51788 (EIN 271449206) - 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

2006

Legal Domicile

Principal Officer

STACY APTER

Phone

4046761085

Tax Period

2024-01-01 to 2024-12-31

THE COCA-COLA COMPANY POSTRETIREMENT BENEFITS TRUST 22-51788, founded in 2006, is a mid-sized nonprofit in the Mutual Benefit sector that reported $28.4M in total revenue in fiscal year 2024. Revenue surged 148% from the prior year, signaling strong growth momentum. Expenses of $34.4M exceeded revenue, resulting in a 21% operating deficit.

Mission

PAYMENT OF HEALTH AND DENTAL BENEFITS TO RETIREES AND SURVIVORS.

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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 $11,578,327

Investment Income $16,778,968

Other Revenue $0

TOTAL REVENUE $28,357,295

Expense Breakdown

Grants Paid $0

Salaries & Benefits $7,000

Fundraising Expenses $0

Program Expenses $34,439,795

Other Expenses $1,839,230

TOTAL EXPENSES $34,439,795

Year-over-Year Comparison

	2024	2023	Change
Revenue	$28,357,295	$11,423,343	+1.5%
Expenses	$34,439,795	$38,845,112	-0.1%
Net Income	$-6,082,500	$-27,421,769	-0.8%

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
MICHAEL MURRAY	COMMITTEE	0.00	Director	$0	$0	$0
STACY APTER	COMMITTEE CHAIR	0.00	Director	$0	$0	$0
ENRIQUE RAPETTI	COMMITTEE	0.00	Director	$0	$0	$0
MARK EPPERT	COMMITTEE	0.00	Director	$0	$0	$0
ELLIE MAY	COMMITTEE	0.00	Director	$0	$0	$0
N/A	TRUSTEE	40.00		$7,000	$0	$7,000

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	$28,357,295	$34,439,795	$40,943	$-6,082,500
2023	$11,423,343	$38,845,112	$107,037,150	$-27,421,769
2022	$17,142,398	$2,023,996	$307,605,146	$15,118,402
2021	$38,479,381	$10,110,507	$344,865,777	$28,368,874
2020	$20,299,838	$2,811,253	$329,570,491	$17,488,585
2019	$33,638,551	$8,209,302	$279,727,328	$25,429,249

THE COCA-COLA COMPANY POSTRETIREMENT BENEFITS TRUST 22-51788