FUJITSU GROUP HEALTH BENEFIT PLAN TRUST C/O US BANK TTEE (EIN 336026701) - Form 990 Financial Analysis & Trantor Score

🔒

Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Financial Trends

Organization Details

Formation Year

1985

Legal Domicile

Principal Officer

COREY REAVIS FOR US BANK

Phone

6196996627

Tax Period

2023-01-01 to 2023-12-31

FUJITSU GROUP HEALTH BENEFIT PLAN TRUST C/O US BANK TTEE, founded in 1985, is a mid-sized nonprofit that reported $31.2M in total revenue in fiscal year 2023. Revenue grew 9% year-over-year, indicating healthy expansion.

Mission

TO PROVIDE MEDICAL, DENTAL, VISION, AND SHORT TERM DISABILITY BENEFITS TO ITS MEMBERS.

🔒

Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

Sign in to view Trantor Score and financial metrics

Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $31,180,639

Investment Income $178

Other Revenue $0

TOTAL REVENUE $31,180,817

Expense Breakdown

Grants Paid $0

Salaries & Benefits $11,218

Fundraising Expenses $0

Program Expenses $31,286,414

Other Expenses $1,917,655

TOTAL EXPENSES $31,286,415

Year-over-Year Comparison

	2023	2022	Change
Revenue	$31,180,817	$28,650,345	+0.1%
Expenses	$31,286,415	$30,792,954	+0.0%
Net Income	$-105,598	$-2,142,609	-1.0%

Key Indicators

✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✗ Schedule B Required

🔒

Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

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
N/A	TRUSTEE	0.10		$11,218	$0	$11,218

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	$31,180,817	$31,286,415	$3,122,757	$-105,598
2022	$28,650,345	$30,792,954	$3,228,355	$-2,142,609
2021	$34,561,557	$34,792,938	$5,370,964	$-231,381
2020	$41,080,472	$36,816,851	$5,602,345	$4,263,621
2019	$42,663,191	$45,299,023	$1,338,724	$-2,635,832
2018	$48,408,765	$51,499,629	$3,974,556	$-3,090,864

FUJITSU GROUP HEALTH BENEFIT PLAN TRUST C/O US BANK TTEE