PRODUCERS' HEALTH BENEFITS PLAN (EIN 316654730) - 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

2001

Legal Domicile

Principal Officer

SALLY ANTONACCHIO

Phone

3239604763

Tax Period

2023-01-01 to 2023-12-31

PRODUCERS' HEALTH BENEFITS PLAN, founded in 2001, is a mid-sized nonprofit in the Mutual Benefit sector that reported $36.1M in total revenue in fiscal year 2023.

Mission

TO PROVIDE CERTAIN HEALTH AND MEDICAL INSURANCE BENEFITS TO ELIGIBLE EMPLOYEES OF PLAN SPONSORS.

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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 $34,868,628

Investment Income $418,104

Other Revenue $806,046

TOTAL REVENUE $36,092,778

Expense Breakdown

Grants Paid $0

Salaries & Benefits $453,437

Fundraising Expenses $0

Other Expenses $2,412,629

TOTAL EXPENSES $37,817,074

Year-over-Year Comparison

	2023	2022	Change
Revenue	$36,092,778	$35,536,804	+0.0%
Expenses	$37,817,074	$37,876,879	0.0%
Net Income	$-1,724,296	$-2,340,075	-0.3%

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

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

$277,539

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
SEAN COOLEY	EXECUTIVE DIRECTOR	40.0	Officer	$277,539	$0	$277,539
SALLY ANTONACCHIO	CHAIRPERSON	3.0	Officer Director	$0	$0	$0
MARK ANDROW	TRUSTEE	3.0	Director	$0	$0	$0
DAVE BERNSTEIN	TRUSTEE	3.0	Director	$0	$0	$0
RICHARD CARTER	TRUSTEE	3.0	Director	$0	$0	$0
ANDREW COLON	TRUSTEE	3.0	Director	$0	$0	$0
ALANNA DILLON	TRUSTEE	3.0	Director	$0	$0	$0
SUE ELLEN CLAIR	TRUSTEE	3.0	Director	$0	$0	$0
ROBERT FERNANDEZ	TRUSTEE	3.0	Director	$0	$0	$0
JASON GROVES	TRUSTEE	3.0	Director	$0	$0	$0
SUZANNE HARGROVE	TRUSTEE - EFF. 2/28/2023	3.0	Director	$0	$0	$0
TRACEY MICHEL-LAI	TRUSTEE	3.0	Director	$0	$0	$0
JUSTIN POLLOCK	TRUSTEE - EFF. 2/28/2023	3.0	Director	$0	$0	$0
NORMAN REISS	TRUSTEE	3.0	Director	$0	$0	$0
DAN ROSENTHAL	TRUSTEE	3.0	Director	$0	$0	$0
CATHY SHANNON	TRUSTEE	3.0	Director	$0	$0	$0
CARL STURGES	TRUSTEE	3.0	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	$36,092,778	$37,817,074	$25,254,691	$-1,724,296
2022	$35,536,804	$37,876,879	$27,824,935	$-2,340,075
2021	$35,763,235	$31,553,549	$31,226,794	$4,209,686
2020	$25,127,455	$29,366,235	$25,938,386	$-4,238,780
2019	$28,629,290	$26,977,116	$28,373,416	$1,652,174
2018	$27,730,277	$27,323,613	$24,795,047	$406,664
2017	$25,332,265	$25,477,471	$27,770,368	$-145,206

PRODUCERS' HEALTH BENEFITS PLAN