Trust for the City of Fort Collins Colorado Post Employment Health Plan

EIN: 306696367 Mutual Benefit

Columbus, OH

Total Revenue
$1,942,220
Total Expenses
$370,574
Total Assets
$23,271,067
Net Assets
$23,271,067
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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
2020
Legal Domicile
OH
Principal Officer
Paula Miller
Phone
6144358378
Tax Period
2025-01-01 to 2025-12-31

Trust for the City of Fort Collins Colorado Post Employment Health Plan, founded in 2020, is a community nonprofit in the Mutual Benefit sector that reported $1.9M in total revenue in fiscal year 2025. The organization ran a surplus of $1.6M, a strong 81% 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 (2025)

Revenue Breakdown

Contributions & Grants $0
Program Service Revenue $1,942,220
Investment Income $0
Other Revenue $0
TOTAL REVENUE $1,942,220

Expense Breakdown

Grants Paid $0
Salaries & Benefits $0
Fundraising Expenses $0
Program Expenses $370,574
Other Expenses $3,753
TOTAL EXPENSES $370,574

Year-over-Year Comparison

2025 2024 Change
Revenue $1,942,220 $1,971,782 0.0%
Expenses $370,574 $373,736 0.0%
Net Income $1,571,646 $1,598,046 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
Holly Jerig Trust Officer 0.0
$0 $0 $0
Nationwide Trust Company FSB Trustee 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
2025 $1,942,220 $370,574 $23,271,067 $1,571,646
2022 $2,875,701 $252,323 $10,978,984 $2,623,378
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