Trust For The Post Employment Health Plan For Public Employees - D (EIN 367178701) - 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

1997

Legal Domicile

Principal Officer

Paula Miller

Phone

6144358378

Tax Period

2025-01-01 to 2025-12-31

Trust For The Post Employment Health Plan For Public Employees - D, founded in 1997, is a micro nonprofit that reported $66K in total revenue in fiscal year 2025. Revenue fell 92% from the prior year — a significant decline worth monitoring. Expenses of $122K exceeded revenue, resulting in a 84% operating deficit.

Mission

The mission of the Trust is to provide a means for public sector employees of state &/or local governments (& their political subdivisions) to address post employment medical exp.

🔒

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 (2025)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $66,042

Investment Income $0

Other Revenue $0

TOTAL REVENUE $66,042

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $121,582

Other Expenses $11,018

TOTAL EXPENSES $121,582

Year-over-Year Comparison

	2025	2024	Change
Revenue	$66,042	$848,018	-0.9%
Expenses	$121,582	$810,058	-0.8%
Net Income	$-55,540	$37,960	-2.5%

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

N/A

Independent Members

N/A

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
Paula Miller	Chief Trust Officer	0.0		$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	$66,042	$121,582	$1,712,331	$-55,540
2024	$848,018	$810,058	$1,628,999	$37,960
2023	$80,113	$45,790	$1,452,045	$34,323
2022	$75,993	$61,785	$1,268,489	$14,208
2021	$117,688	$40,087	$1,403,980	$77,601
2020	$67,975	$52,963	$1,202,694	$15,012

Trust For The Post Employment Health Plan For Public Employees - D