DELTA PILOTS DISABILITY AND SURVIVORSHIP TRUST (EIN 366751616) - 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

1982

Legal Domicile

Phone

4047152600

Tax Period

2024-07-01 to 2025-06-30

DELTA PILOTS DISABILITY AND SURVIVORSHIP TRUST, founded in 1982, is a major nonprofit that reported $281.7M in total revenue in fiscal year 2024.

Mission

DISBURSE PAYMENTS TO OR ON BEHALF OF PARTICIPANTS RELATED TO DISABILITY AND SURVIVORSHIP.

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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 $281,170,108

Investment Income $538,545

Other Revenue $16,021

TOTAL REVENUE $281,724,674

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $0

Other Expenses $1,740,778

TOTAL EXPENSES $285,035,026

Year-over-Year Comparison

	2024	2023	Change
Revenue	$281,724,674	$279,460,951	+0.0%
Expenses	$285,035,026	$302,727,671	-0.1%
Net Income	$-3,310,352	$-23,266,720	-0.9%

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

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
KELLEY ELLIOTT	CHAIR, ADMIN COMMITTEE; MEMBER, INVESTMENT COMMITTEE	1.0	Officer Director	$0	$0	$0
KENNETH W MORGE	CHAIR, INVESTMENT COMMITTEE; MEMBER	1.0	Officer Director	$0	$0	$0
ERIC PHILLIPS	MEMBER, INVESTMENT COMMITTEE (AS OF 2/25)	1.0	Director	$0	$0	$0
GARRETT CHASE	MEMBER, INVESTMENT COMMITTEE (THRU 9/24)	1.0	Director	$0	$0	$0
HEATHER TARDIF	MEMBER, INVESTMENT COMMITTEE	1.0	Director	$0	$0	$0
JANET BRUNK	MEMBER, ADMIN COMMITTEE	1.0	Director	$0	$0	$0
LIZ STANTON	MEMBER, INVESTMENT COMMITTEE (AS OF 10/24)	1.0	Director	$0	$0	$0
MICHELLE HORN	MEMBER, INVESTMENT COMMITTEE	1.0	Director	$0	$0	$0
MINDY DAVIDSON	MEMBER, ADMIN COMMITTEE (THRU 2/25)	1.0	Director	$0	$0	$0
ROBERT HEILMANN	MEMBER, ADMIN COMMITTEE (AS OF 2/25)	1.0	Director	$0	$0	$0
WILLIAM C CARROLL	MEMBER, INVESTMENT COMMITTEE	1.0	Director	$0	$0	$0
JP MORGAN CHASE	TRUSTEE	1.0		$58,736	$0	$58,736
JENNIFER SHAY	MEMBER, ADMIN SUBCOMMITTEE	1.0	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
2025	$281,724,674	$285,035,026	$44,890,227	$-3,310,352
2024	$279,460,951	$302,727,671	$44,970,394	$-23,266,720
2023	$102,280,047	$256,728,356	$62,756,043	$-154,448,309
2022	$81,178,138	$253,724,454	$227,540,668	$-172,546,316
2021	$120,960,180	$239,036,590	$488,309,991	$-118,076,410
2020	$42,193,999	$220,084,248	$566,299,706	$-177,890,249
2019	$73,405,921	$211,606,177	$713,751,128	$-138,200,256
2018	$74,788,270	$193,074,931	$899,054,340	$-118,286,661

DELTA PILOTS DISABILITY AND SURVIVORSHIP TRUST