KRAUS-ANDERSON INCORPORATED HEALTH CARE PLAN (EIN 411398122) - 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

1981

Legal Domicile

Principal Officer

BRADLEY W ENGELSMA

Phone

6123327281

Tax Period

2025-01-01 to 2025-12-31

KRAUS-ANDERSON INCORPORATED HEALTH CARE PLAN, founded in 1981, is a community nonprofit in the Health Care sector that reported $7.9M in total revenue in fiscal year 2025. Revenue surged 22% from the prior year, signaling strong growth momentum. Expenses of $7.0M left a modest 11% surplus.

Mission

TO PROVIDE HEALTH AND WELFARE BENEFITS TO EMPLOYEES UNDER THE TERMS OF THE PLAN.

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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 (2025)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $7,775,004

Investment Income $12,608

Other Revenue $68,868

TOTAL REVENUE $7,856,480

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $1,202,103

TOTAL EXPENSES $6,996,420

Year-over-Year Comparison

	2025	2024	Change
Revenue	$7,856,480	$6,440,200	+0.2%
Expenses	$6,996,420	$5,856,079	+0.2%
Net Income	$860,060	$584,121	+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

Governance

Voting Members

Independent Members

Employees

N/A

Volunteers

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
JONATHON G DIESSNER	CO-TRUSTEE	1.00	Director	$0	$0	$0
PETER JDIESSNER	CO-TRUSTEE	1.00	Director	$0	$0	$0
BRADLEY W ENGELSMA	CO-TRUSTEE	1.00	Director	$0	$0	$0
ALAN GERHARDT	CO-TRUSTEE	1.00	Director	$0	$0	$0
LESLIE V GREVES	CO-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
2025	$7,856,480	$6,996,420	$1,942,962	$860,060
2024	$6,440,200	$5,856,079	$1,081,440	$584,121
2023	$5,227,755	$6,079,949	$525,040	$-852,194
2023	$5,235,617	$6,079,949	$532,902	$-844,332
2022	$5,268,873	$5,177,312	$1,371,659	$91,561
2021	$5,200,557	$5,257,307	$1,252,880	$-56,750
2020	$5,120,701	$5,008,707	$1,362,132	$111,994
2019	$6,101,569	$6,661,278	$1,197,064	$-559,709
2018	$5,561,042	$5,813,773	$1,757,301	$-252,731

KRAUS-ANDERSON INCORPORATED HEALTH CARE PLAN