Reynolds American Inc Trust For Noncollectively Bargained Postretirement (EIN 310946266) - 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

1995

Legal Domicile

Principal Officer

ANTHONY PETITT

Phone

3367411527

Tax Period

2024-01-01 to 2024-12-31

Reynolds American Inc Trust For Noncollectively Bargained Postretirement, founded in 1995, is a mid-sized nonprofit that reported $63.9M in total revenue in fiscal year 2024. Revenue surged 487% from the prior year, signaling strong growth momentum. The organization ran a surplus of $44.4M, a strong 69% operating margin.

Mission

PROVISION OF CERTAIN MEDICAL BENEFITS AND OTHER QUALIFYING BENEFITS FOR ELIGIBLE PARTICIPANTS.

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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 (2024)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $307,034

Investment Income $63,546,415

Other Revenue $0

TOTAL REVENUE $63,853,449

Expense Breakdown

Grants Paid $0

Salaries & Benefits $5,134

Fundraising Expenses $0

Other Expenses $2,067,931

TOTAL EXPENSES $19,489,280

Year-over-Year Comparison

	2024	2023	Change
Revenue	$63,853,449	$10,870,559	+4.9%
Expenses	$19,489,280	$17,492,579	+0.1%
Net Income	$44,364,169	$-6,622,020	-7.7%

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

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
JP MORGAN CHASE BANK	INSTITUTIONAL TRUSTEE	8.0		$5,134	$0	$5,134

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	$63,853,449	$19,489,280	$149,452,246	$44,364,169
2023	$10,870,559	$17,492,579	$160,637,442	$-6,622,020
2022	$-2,216,757	$18,606,702	$160,228,987	$-20,823,459
2021	$14,273,880	$17,929,199	$206,430,903	$-3,655,319
2020	$719,789	$17,507,416	$209,319,252	$-16,787,627
2018	$10,430,508	$18,680,261	$194,033,424	$-8,249,753

Reynolds American Inc Trust For Noncollectively Bargained Postretirement