Trust for the City of Tempe Arizon… - Form 990 Financial Data

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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

2019

Legal Domicile

Principal Officer

Paula Miller

Phone

6144358378

Tax Period

2022-01-01 to 2022-12-31

Trust for the City of Tempe Arizona Post Employment Health Plan, founded in 2019, is a mid-sized nonprofit in the Employment sector that reported $10.3M in total revenue in fiscal year 2022. The organization ran a surplus of $3.4M, a strong 33% operating margin.

Mission

THE MISSION OF THE TRUST IS TO PROVIDE A MEANS FOR PUBLIC EMPLOYERS OF STATE AND/OR LOCAL GOVERNMENTS (AND THEIR POLITICAL SUB-DIVISIONS) TO ADDRESS POST EMPLOYMENT MEDICAL EXPENSES. THE TRUST ACCUMULATES EMPLOYER CONTRIBUTIONS FOR THE REIMBURSEMENT OF HEALTH INSURANCE AND OTHER ELIGIBLE MEDICAL EXPENSES FOR PARTICIPANTS WHO SEPARATE FROM SERVICE FROM THEIR RESPECTIVE EMPLOYERS.

Program Service Accomplishments

Program 1

Expenses: $6,923,418 Revenue: $10,344,484

The Trust reimburses eligible medical expenses incurred by those plan participants who have terminated service with their respective employers and are eligible to receive benefits according to the...

The Trust reimburses eligible medical expenses incurred by those plan participants who have terminated service with their respective employers and are eligible to receive benefits according to the Trust's corresponding Plan. Medical insurance premiums paid on behalf of the eligible participants in 2022 was $6,863,743. The Trust and Administrative expenses for the Plan year were $59,675.

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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 (2022)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $10,344,484

Investment Income $0

Other Revenue $0

TOTAL REVENUE $10,344,484

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $6,923,418

Other Expenses $59,675

TOTAL EXPENSES $6,923,418

Year-over-Year Comparison

	2022	2021	Change
Revenue	$10,344,484	$9,989,819	+0.0%
Expenses	$6,923,418	$6,648,729	+0.0%
Net Income	$3,421,066	$3,341,090	+0.0%

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

N/A

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

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
PAULA MILLER	Chief Trust Officer	0.0		$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
2022	$10,344,484	$6,923,418	$44,929,806	$3,421,066

Trust for the City of Tempe Arizona Post Employment Health Plan