WV-OH SUPPLEMENTAL HEALTH PLAN (EIN 300002072) - 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

2001

Legal Domicile

Principal Officer

CHRIS SAMPLES

Phone

3045250331

Tax Period

2023-01-01 to 2023-12-31

WV-OH SUPPLEMENTAL HEALTH PLAN, founded in 2001, is a community nonprofit in the Mutual Benefit sector that reported $2.2M in total revenue in fiscal year 2023. Revenue grew 19% year-over-year, indicating healthy expansion. Expenses of $2.0M left a modest 11% surplus.

Mission

PROVIDING SUPPLEMENTAL HEALTH PREMIUMS AND WEEKLY DISABILITY BENEFITS TO ELIGIBLE MEMBERS

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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 $2,099,826

Investment Income $114,150

Other Revenue $0

TOTAL REVENUE $2,213,976

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $1,900,249

Other Expenses $60,688

TOTAL EXPENSES $1,960,937

Year-over-Year Comparison

	2023	2022	Change
Revenue	$2,213,976	$1,861,103	+0.2%
Expenses	$1,960,937	$1,684,950	+0.2%
Net Income	$253,039	$176,153	+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

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
GLENN DOUG GIFFIN	TRUSTEE	1.00	Director	$0	$0	$0
TOM SCHIFFER	TRUSTEE	1.00	Director	$0	$0	$0
CHRIS SAMPLES	TRUSTEE - CHAIRMAN	1.00	Officer Director	$0	$0	$0
BRUCE LAWSON	TRUSTEE - SECRETARY	1.00	Officer Director	$0	$0	$0
JOHN YOUNG	TRUSTEE	1.00	Director	$0	$0	$0
JAMES BANE	TRUSTEE	1.00	Director	$0	$0	$0
LORNE MILLS	TRUSTEE	1.00	Director	$0	$0	$0
JASON BLUE	TRUSTEE	1.00	Director	$0	$0	$0
MICHAEL HAUGHT	TRUSTEE	1.00	Director	$0	$0	$0
CODY PALMER	TRUSTEE	1.00	Director	$0	$0	$0
WILLIAM HAMILTON	TRUSTEE	1.00	Director	$0	$0	$0
JEREMY RYAN	TRUSTEE	1.00	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
2024	No data	No data	No data	No data
2023	$2,213,976	$1,960,937	$4,407,207	$253,039
2022	$1,861,103	$1,684,950	$3,837,961	$176,153
2021	$1,826,399	$1,456,375	$4,175,613	$370,024
2020	$1,585,555	$1,502,432	$3,777,611	$83,123
2019	$1,453,200	$1,354,999	$3,505,405	$98,201
2018	$1,202,344	$1,248,243	$3,162,204	$-45,899

WV-OH SUPPLEMENTAL HEALTH PLAN