WOOD COUNTY SCHOOLS BENEFIT PLAN (EIN 311209865) - 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

1986

Legal Domicile

Principal Officer

Edward Ewers

Phone

4198336411

Tax Period

2024-07-01 to 2025-06-30

WOOD COUNTY SCHOOLS BENEFIT PLAN, founded in 1986, is a mid-sized nonprofit that reported $36.0M in total revenue in fiscal year 2024.

Mission

PROVIDE HEALTH CARE COVERAGE TO MEMBERS

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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 $35,811,367

Investment Income $238,112

Other Revenue $0

TOTAL REVENUE $36,049,479

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $35,985,671

TOTAL EXPENSES $35,985,671

Year-over-Year Comparison

	2024	2023	Change
Revenue	$36,049,479	$33,672,597	+0.1%
Expenses	$35,985,671	$32,076,566	+0.1%
Net Income	$63,808	$1,596,031	-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

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
TED HASELMAN	TRUSTEE	001.00	Director	$0	$0	$0
BRENT WELKER	TRUSTEE	002.00	Director	$0	$0	$0
TONY BORTON	TRUSTEE	001.00	Director	$0	$0	$0
JASON KOZINA	VICE CHAIR	001.00	Director	$0	$0	$0
DAN CREPS	TRUSTEE	001.00	Director	$0	$0	$0
EDWARD EWERS	CHAIR	001.00	Officer Director	$0	$0	$0
MARK NORTH	TRUSTEE	001.00	Director	$0	$0	$0
KEVIN O'SHEA	TRUSTEE	001.00	Officer Director	$0	$0	$0
RYAN DELANEY	TRUSTEE	001.00	Director	$0	$0	$0
MARJOE COOPER	TRUSTEE	001.00	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	$36,049,479	$35,985,671	$8,206,286	$63,808
2024	$33,672,597	$32,076,566	$7,418,520	$1,596,031
2024	$33,672,597	$32,076,566	$7,418,520	$1,596,031
2023	$30,950,572	$30,896,073	$5,552,036	$54,499
2022	$28,849,836	$32,129,283	$6,457,859	$-3,279,447
2021	$25,909,869	$30,438,129	$9,100,102	$-4,528,260
2020	$24,460,584	$22,866,823	$12,609,429	$1,593,761
2019	$23,631,682	$24,087,990	$11,032,199	$-456,308
2018	$22,941,933	$22,750,046	$11,442,982	$191,887

WOOD COUNTY SCHOOLS BENEFIT PLAN