Trust for the City of Tempe Arizona Post Employment Health Plan

EIN: 306679465

Columbus, OH

Total Revenue
$10,344,484
Total Expenses
$6,923,418
Total Assets
$44,929,806
Net Assets
$44,929,806
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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
OH
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 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 sector employees of state &/or local governments (& their political subdivisions) to address post employment medical exp.

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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%)

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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

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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
0
$0
Total Directors
0
$0
Key Employees
0
$0
Highest Compensated
0
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
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