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

EIN: 367178702

Columbus, OH

Total Revenue
$100,667
Total Expenses
$230,117
Total Assets
$3,398,450
Net Assets
$3,398,450
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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
1997
Legal Domicile
OH
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 - E, founded in 1997, is a small nonprofit that reported $101K in total revenue in fiscal year 2025. Expenses of $230K exceeded revenue, resulting in a 129% 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.

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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 (2025)

Revenue Breakdown

Contributions & Grants $0
Program Service Revenue $100,667
Investment Income $0
Other Revenue $0
TOTAL REVENUE $100,667

Expense Breakdown

Grants Paid $0
Salaries & Benefits $0
Fundraising Expenses $0
Program Expenses $230,117
Other Expenses $13,586
TOTAL EXPENSES $230,117

Year-over-Year Comparison

2025 2024 Change
Revenue $100,667 $100,952 0.0%
Expenses $230,117 $186,686 +0.2%
Net Income $-129,450 $-85,734 +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

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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
0
$0
Total Directors
0
$0
Key Employees
0
$0
Highest Compensated
0
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 $100,667 $230,117 $3,398,450 $-129,450
2024 $100,952 $186,686 $3,332,487 $-85,734
2023 $145,270 $217,577 $3,202,271 $-72,307
2022 $149,249 $206,975 $3,045,518 $-57,726
2021 $196,700 $131,770 $3,293,147 $64,930
2020 $158,329 $108,686 $3,022,778 $49,643
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