HEALTH AND WELFARE BENEFITS TRUST FOR CERTAIN RETIRED EMPLOYEES OF KUCC

EIN: 371542425 Mutual Benefit

PITTSBURGH, PA

Total Revenue
$3,963,156
Total Expenses
$3,029,393
Total Assets
$27,860,978
Net Assets
$27,854,380
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Financial Vulnerability Assessment (Tuckman-Chang)

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Financial Trends

Organization Details

Formation Year
2006
Legal Domicile
UT
Principal Officer
DAVID KINS
Phone
8669519403
Tax Period
2023-01-01 to 2023-12-31

HEALTH AND WELFARE BENEFITS TRUST FOR CERTAIN RETIRED EMPLOYEES OF KUCC, founded in 2006, is a community nonprofit in the Mutual Benefit sector that reported $4.0M in total revenue in fiscal year 2023. Revenue surged 28% from the prior year, signaling strong growth momentum. The organization ran a surplus of $934K, a strong 24% operating margin.

Mission

TO PROVIDE MEDICAL AND PRESCRIPTION DRUG BENEFITS TO ELIGIBLE RETIREES OF KENNECOTT UTAH COPPER LLC AND THEIR ELIGIBLE SPOUSES AND DEPENDENTS, AS PROVIDED UNDER PROVISIONS OF THE TRUST, AS COVERED UNDER A COLLECTIVE BARGAINING AGREEMENT.

Program Service Accomplishments

Program 1

PROVISION OF MEDICAL AND PRESCRIPTION DRUG BENEFITS TO RETIREES OF KENNECOTT UTAH COPPER LLC AND THEIR ELIGIBLE SPOUSES AND DEPENDENTS.

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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 (2023)

Revenue Breakdown

Contributions & Grants $0
Program Service Revenue $3,085,947
Investment Income $877,209
Other Revenue $0
TOTAL REVENUE $3,963,156

Expense Breakdown

Grants Paid $0
Salaries & Benefits $0
Fundraising Expenses $0
Other Expenses $161,401
TOTAL EXPENSES $3,029,393

Year-over-Year Comparison

2023 2022 Change
Revenue $3,963,156 $3,096,818 +0.3%
Expenses $3,029,393 $3,243,732 -0.1%
Net Income $933,763 $-146,914 -7.4%
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
6
Independent Members
6
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
6
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
MARK GOODWIN CO-CHAIRMAN 1.0
Director
$0 $0 $0
WAYNE HOLLAND TRUSTEE 1.0
Director
$0 $0 $0
KATHY KARINEN TRUSTEE 1.0
Director
$0 $0 $0
DAVID KINS TRUSTEE 1.0
Director
$0 $0 $0
ADAM TANNER TRUSTEE 1.0
Director
$0 $0 $0
CHRIS YOUNGMARK TRUSTEE 1.0
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 $3,963,156 $3,029,393 $27,860,978 $933,763
2022 $3,096,818 $3,243,732 $24,427,377 $-146,914
2021 $3,950,937 $3,342,010 $27,835,327 $608,927
2020 $4,162,583 $3,308,569 $26,291,574 $854,014
2019 $3,890,154 $3,565,531 $24,029,308 $324,623
2018 $3,794,929 $3,816,084 $21,507,206 $-21,155
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