COUNTER DESIGN EMPLOYEE HEALTH TR

EIN: 351975812

Evansville, IN

Total Revenue
$130,066
Total Expenses
$137,287
Total Assets
$12,238
Net Assets
$12,238
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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
1996
Legal Domicile
IN
Principal Officer
Tim Tretter
Phone
8124771243
Tax Period
2024-03-01 to 2025-02-28

COUNTER DESIGN EMPLOYEE HEALTH TR, founded in 1996, is a small nonprofit that reported $130K in total revenue in fiscal year 2024. Revenue fell 39% from the prior year — a significant decline worth monitoring.

Mission

The purpose is for reimbursement of covered health care expenses incurred by members and their eligible dependents.

Program Service Accomplishments

Program 1
Expenses: $95,882 Revenue: $88,661

Payment for medical claims incurred by eligible members and dependents

Program 2
Expenses: $41,405 Revenue: $41,405

Payment of prescription claims incurred by members & eligible dependents

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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 (2024)

Revenue Breakdown

Contributions & Grants $0
Program Service Revenue $0
Investment Income $0
Other Revenue $130,066
TOTAL REVENUE $130,066

Expense Breakdown

Grants Paid $0
Salaries & Benefits $0
Fundraising Expenses $0
Program Expenses $137,287
Other Expenses $0
TOTAL EXPENSES $137,287

Year-over-Year Comparison

2024 2023 Change
Revenue $130,066 $212,883 -0.4%
Expenses $137,287 $218,185 -0.4%
Net Income $-7,221 $-5,302 +0.4%
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
2
Independent Members
N/A
Employees
N/A
Volunteers
2

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
0
$0
Total Directors
2
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
Alvin C Tretter Trustee 1
Director
$0 $0 $0
Mary K Tretter Trustee 1
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 $130,066 $137,287 $12,238 $-7,221
2024 $212,883 $218,185 $19,459 $-5,302
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