Vigilant Group Benefits Trust

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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

2007

Legal Domicile

Principal Officer

Rodger Glos

Phone

4257717359

Tax Period

2023-01-01 to 2023-12-31

Vigilant Group Benefits Trust, founded in 2007, is a mid-sized nonprofit that reported $24.6M in total revenue in fiscal year 2023.

Mission

To provide a trust under which Vigilant, a trade association, and participating employers make certain health and welfare benefits available to and for the exclusive benefit of eligible employees of participating employers.

Program Service Accomplishments

Program 1

The Trust was established to hold insurance policies through which participating employers can provide programs of health and other insurance benefits under the employee benefit plans they maintain...

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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 (2023)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $24,614,122

Investment Income $5,787

Other Revenue $0

TOTAL REVENUE $24,619,909

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $1,909,981

TOTAL EXPENSES $24,537,219

Year-over-Year Comparison

	2023	2022	Change
Revenue	$24,619,909	$25,677,201	0.0%
Expenses	$24,537,219	$25,582,559	0.0%
Net Income	$82,690	$94,642	-0.1%

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

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
Rodger Glos	Chairman	4.00	Officer Director	$0	$0	$0
Tom Jackman	Trustee	1.00	Director	$0	$0	$0
Mary Beth Butkovic	Trustee	1.00	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
2024	No data	No data	No data	No data
2023	$24,619,909	$24,537,219	$1,298,533	$82,690
2022	$25,677,201	$25,582,559	$1,796,212	$94,642
2021	$28,850,135	$28,750,798	$1,843,852	$99,337
2020	$27,792,113	$27,707,304	$1,456,718	$84,809