HAMILTON CASTER EMPLOYEE HEALTH PLAN TRUST

EIN: 311024957

HAMILTON, OH

Total Revenue
$1,070,282
Total Expenses
$1,071,926
Total Assets
$385
Net Assets
$385
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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
OH
Principal Officer
MARK J LIPPERT
Phone
5138633300
Tax Period
2023-08-01 to 2024-07-31

HAMILTON CASTER EMPLOYEE HEALTH PLAN TRUST, founded in 1981, is a community nonprofit that reported $1.1M in total revenue in fiscal year 2023.

Mission

NONE

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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 (2023)

Revenue Breakdown

Contributions & Grants $0
Program Service Revenue $1,070,281
Investment Income $1
Other Revenue $0
TOTAL REVENUE $1,070,282

Expense Breakdown

Grants Paid $0
Salaries & Benefits $0
Fundraising Expenses $0
Other Expenses $3,607
TOTAL EXPENSES $1,071,926

Year-over-Year Comparison

2023 2022 Change
Revenue $1,070,282 $992,404 +0.1%
Expenses $1,071,926 $1,043,058 +0.0%
Net Income $-1,644 $-50,654 -1.0%
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
2
Independent Members
2
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
2
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
MARK J LIPPERT TRUSTEE N/A
Director
$0 $0 $0
MARK J LOHMANN TRUSTEE N/A
Director
$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 No data No data No data No data
2024 $1,070,282 $1,071,926 $385 $-1,644
2023 $992,404 $1,043,058 $2,029 $-50,654
2022 $852,194 $855,547 $52,683 $-3,353
2021 $750,205 $773,667 $56,036 $-23,462
2020 $773,882 $733,664 $79,498 $40,218
2019 $653,920 $681,563 $39,280 $-27,643
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