Omnitrade Health Trust (EIN 276838771) - 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

2011

Legal Domicile

Principal Officer

John B Scates

Phone

4257717359

Tax Period

2023-01-01 to 2023-12-31

Omnitrade Health Trust, founded in 2011, is a mid-sized nonprofit in the Mutual Benefit sector that reported $48.6M in total revenue in fiscal year 2023. Revenue surged 25% from the prior year, signaling strong growth momentum.

Mission

To provide qualified health and welfare benefits through group insurance arrangements.

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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 (2023)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $48,621,528

Investment Income $3,157

Other Revenue $22,472

TOTAL REVENUE $48,647,157

Expense Breakdown

Grants Paid $0

Salaries & Benefits $73,903

Fundraising Expenses $0

Other Expenses $4,939,958

TOTAL EXPENSES $48,644,395

Year-over-Year Comparison

	2023	2022	Change
Revenue	$48,647,157	$39,055,906	+0.2%
Expenses	$48,644,395	$39,017,466	+0.2%
Net Income	$2,762	$38,440	-0.9%

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

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

$73,903

Total Directors

$73,903

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
John B Scates	Trustee	5.00	Officer Director	$73,903	$0	$73,903

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	$48,647,157	$48,644,395	$1,416,276	$2,762
2022	No data	No data	$1,606,758	No data
2022	$39,055,906	$39,017,466	$1,240,414	$38,440
2022	$39,055,906	$39,017,466	$1,240,414	$38,440
2021	$33,386,840	$33,353,006	$1,606,758	$33,834
2020	$31,503,854	$31,499,930	$1,561,051	$3,924
2019	$29,849,878	$29,935,233	$1,054,845	$-85,355
2018	$25,638,633	$25,731,851	$1,416,162	$-93,218

Omnitrade Health Trust