ELECTRICAL INSURANCE TRUSTEES (EIN 361033970) - 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

1930

Legal Domicile

Principal Officer

MR KENNETH BAUWENS

Phone

3127825442

Tax Period

2024-07-01 to 2025-06-30

ELECTRICAL INSURANCE TRUSTEES, founded in 1930, is a major nonprofit that reported $261.2M in total revenue in fiscal year 2017. Revenue grew 9% year-over-year, indicating healthy expansion. The organization ran a surplus of $49.8M, a strong 19% operating margin.

Mission

PROVIDE MEDICAL BENEFITS TO PLAN PARTICIPANTS.

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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 (2024)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $333,866,133

Investment Income $35,886,277

Other Revenue $986,388

TOTAL REVENUE $370,738,798

Expense Breakdown

Grants Paid $0

Salaries & Benefits $3,427,082

Fundraising Expenses $0

Other Expenses $5,939,848

TOTAL EXPENSES $341,262,087

Year-over-Year Comparison

	2024	2023	Change
Revenue	$370,738,798	$361,052,636	+0.0%
Expenses	$341,262,087	$299,286,702	+0.1%
Net Income	$29,476,711	$61,765,934	-0.5%

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

$387,997

Total Directors

$1,284,182

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
DONALD FINN	TRUSTEE	5.00	Director	$0	$82,232	$319,327
JOHN P DALTON	TRUSTEE	5.00	Director	$0	$76,182	$227,971
KEVIN CONNOLLY	TRUSTEE	5.00	Director	$0	$78,628	$243,155
BRIAN BROWN	TRUSTEE	5.00	Director	$0	$82,232	$246,688
KENNETH BAUWENS	TRUSTEE/CHAIRMAN	5.00	Director	$0	$0	$0
JAMES CONAGHAN	TRUSTEE	5.00	Director	$0	$82,232	$247,041
DAVID WITZ	TRUSTEE	5.00	Director	$0	$0	$0
JEFF WEIR	TRUSTEE	5.00	Director	$0	$0	$0
KEVIN O'SHEA	TRUSTEE	5.00	Director	$0	$0	$0
TOM RIVI	TRUSTEE	5.00	Director	$0	$0	$0
ERIN KEANE	EXECUTIVE DIRECTOR	45.00	Officer	$286,296	$101,701	$387,997
SHIH-CHI CHOU	DIRECTOR OF INFORMATION SYSTEMS	45.00	Highest	$140,059	$52,462	$192,521
LORI SELJAN	DIRECTOR OF ACCOUNTING	45.00	Highest	$148,569	$129,351	$277,920
TRACY SOHST	DIRECTOR OF PARTICIPANT SE	45.00	Highest	$128,197	$78,794	$206,991
KELLY HUNT	ASSISTANT DIRECTOR OF ACCOUNTING	45.00	Highest	$115,337	$45,538	$160,875
ROBERT MOYER	ASSISTANT DIRECTOR OF INFO SYSTEMS	45.00	Highest	$111,555	$63,470	$175,025

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	$370,738,798	$341,262,087	$924,945,507	$29,476,711
2024	$361,052,636	$299,286,702	$863,325,959	$61,765,934
2023	$369,143,380	$280,203,202	$782,594,114	$88,940,178
2022	$275,509,877	$269,554,938	$729,046,741	$5,954,939
2021	$263,143,563	$273,042,704	$773,934,785	$-9,899,141
2020	$269,435,955	$241,344,091	$734,017,335	$28,091,864
2019	$277,859,235	$231,161,812	$711,659,007	$46,697,423
2018	$261,179,763	$211,346,841	$658,028,889	$49,832,922

ELECTRICAL INSURANCE TRUSTEES