OHIO FUNERAL DIRECTORS HEALTH CARE PLAN AND TRUST

EIN: 316247579

COLUMBUS, OH

Total Revenue
N/A
Total Expenses
$7,646
Total Assets
N/A
Net Assets
N/A
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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
1957
Legal Domicile
OH
Principal Officer
MELISSA SULLIVAN
Phone
6144865339
Tax Period
2018-01-01 to 2018-12-31

Mission

THE ORGANIZATION WAS A MULTIPLE EMPLOYER WELFARE ARRANGEMENT WHICH PROVIDED BENEFITS FOR ITS PARTICIPATING MEMBERS AND THEIR EMPLOYEES, BUT TERMINATED EFFECTIVE DECEMBER 31, 2017. THE WINDING DOWN OF THE PLAN WAS COMPLETED DURING 2018.

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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 (2018)

Revenue Breakdown

Contributions & Grants $0
Program Service Revenue $0
Investment Income $0
Other Revenue $0
TOTAL REVENUE $0

Expense Breakdown

Grants Paid $0
Salaries & Benefits $0
Fundraising Expenses $0
Other Expenses $7,646
TOTAL EXPENSES $7,646

Year-over-Year Comparison

2018 2017 Change
Revenue N/A $1,097,713 -1.0%
Expenses $7,646 $1,348,334 -1.0%
Net Income N/A $-250,621 N/A
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
7
Independent Members
7
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
1
$0
Total Directors
7
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
TERRY PALMER TRUSTEE 0.00
Director
$0 $0 $0
GARY HELLER TRUSTEE 0.00
Director
$0 $0 $0
BEN EASTERLING JR TRUSTEE 0.00
Director
$0 $0 $0
WALT LINDSEY TRUSTEE 0.00
Director
$0 $0 $0
MARK SCHNEIDER TRUSTEE 0.00
Director
$0 $0 $0
JERRY SOWERS TRUSTEE 0.00
Director
$0 $0 $0
TERRY REARDON TRUSTEE 0.00
Director
$0 $0 $0
MELISSA SULLIVAN EXECUTIVE DI 2.00
Officer
$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
2018 No data $7,646 No data No data
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