Nationwide Ins Co & Aff EE HealthCare Trust (EIN 311432329) - 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

Klaus Diem

Phone

6146778250

Tax Period

2023-01-01 to 2023-12-31

Nationwide Ins Co & Aff EE HealthCare Trust, founded in 1995, is a major nonprofit that reported $501.4M in total revenue in fiscal year 2023.

Mission

To provide benefits pursuant to the NW Ins Co & Aff EE Health Care Plan, NW Ins Co & Aff Plan for Your Time & DI Income Benefits and NW Ins Co & Aff Retiree Health Care Plan

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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 (2023)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $497,004,709

Investment Income $4,234,387

Other Revenue $159,845

TOTAL REVENUE $501,398,941

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $510,324,302

Other Expenses $13,344,295

TOTAL EXPENSES $510,324,302

Year-over-Year Comparison

	2023	2022	Change
Revenue	$501,398,941	$483,502,659	+0.0%
Expenses	$510,324,302	$472,837,888	+0.1%
Net Income	$-8,925,361	$10,664,771	-1.8%

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
Kevin O'Brien	Trustee	2.0	Director	$0	$0	$0
Klaus Diem	Trustee	2.0	Director	$0	$0	$0
James Benson	Trustee	2.0	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
2024	No data	No data	No data	No data
2023	$501,398,941	$510,324,302	$93,152,213	$-8,925,361
2022	$483,502,659	$472,837,888	$99,187,938	$10,664,771
2021	$502,363,069	$495,473,202	$91,475,678	$6,889,867
2020	$430,180,968	$415,340,525	$81,093,403	$14,840,443

Nationwide Ins Co & Aff EE HealthCare Trust