THE PROCTER & GAMBLE BENEFIT PLAN TRUST (EIN 311018491) - 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

1981

Legal Domicile

Principal Officer

TOM BARONE

Phone

5139837777

Tax Period

2024-07-01 to 2025-06-30

THE PROCTER & GAMBLE BENEFIT PLAN TRUST, founded in 1981, is a major nonprofit that reported $105.2M in total revenue in fiscal year 2024.

Mission

TO PROVIDE CERTAIN WELFARE BENEFITS FOR THE U.S. PROCTER & GAMBLE COMPANY EMPLOYEES.

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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 $101,656,070

Investment Income $3,557,099

Other Revenue $0

TOTAL REVENUE $105,213,169

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $103,010,492

Other Expenses $27,360,271

TOTAL EXPENSES $103,010,492

Year-over-Year Comparison

	2024	2023	Change
Revenue	$105,213,169	$106,407,460	0.0%
Expenses	$103,010,492	$104,430,053	0.0%
Net Income	$2,202,677	$1,977,407	+0.1%

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

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
TOM BARONE	INVESTMENT COMMITTEE MEMBE	0.10	Director	$0	$0	$0
MATT JANZAURK	INVESTMENT COMMITTEE MEMBE	0.10	Director	$0	$0	$0
LAURIE ALAGHA	INVESTMENT COMMITTEE MEMBE	0.10	Director	$0	$0	$0
N/A	TRUSTEE	0.10		$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	$105,213,169	$103,010,492	$82,044,165	$2,202,677
2024	$106,407,460	$104,430,053	$79,068,499	$1,977,407
2023	$104,143,467	$98,225,320	$75,607,720	$5,918,147
2022	$97,679,425	$99,408,042	$69,184,153	$-1,728,617
2021	$99,051,599	$99,271,167	$71,483,601	$-219,568
2020	$87,358,038	$87,182,087	$79,415,790	$175,951
2019	$89,526,063	$84,940,971	$76,818,832	$4,585,092
2018	$85,364,085	$83,281,685	$73,145,936	$2,082,400

THE PROCTER & GAMBLE BENEFIT PLAN TRUST