EMPIRE DISTRICT ELECTRIC CO EMPLOYEE BENEFIT FUND FOR BARGAINING (EIN 431716463) - 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

1994

Legal Domicile

Principal Officer

TIM WILSON

Phone

9133190380

Tax Period

2024-01-01 to 2024-12-31

EMPIRE DISTRICT ELECTRIC CO EMPLOYEE BENEFIT FUND FOR BARGAINING, founded in 1994, is a community nonprofit that reported $4.3M in total revenue in fiscal year 2024. Revenue fell 23% from the prior year — a significant decline worth monitoring. The organization ran a surplus of $980K, a strong 23% operating margin.

Mission

BENEFITS FOR RETIRED BARGAINING UNIT EMPLOYEES OF THE EMPIRE DISTRICT ELECTRIC COMPANY.

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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 (2024)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $1,319,183

Investment Income $3,026,612

Other Revenue $0

TOTAL REVENUE $4,345,795

Expense Breakdown

Grants Paid $0

Salaries & Benefits $22,723

Fundraising Expenses $0

Other Expenses $345,583

TOTAL EXPENSES $3,366,032

Year-over-Year Comparison

	2024	2023	Change
Revenue	$4,345,795	$5,658,463	-0.2%
Expenses	$3,366,032	$4,673,814	-0.3%
Net Income	$979,763	$984,649	0.0%

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
N/A	TRUSTEE	1.00		$22,723	$0	$45,680
TIM WILSON	AUTHORIZED OFFICER	0.00	Officer	$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	$4,345,795	$3,366,032	$72,339,465	$979,763
2023	$5,658,463	$4,673,814	$67,968,094	$984,649
2022	$6,196,790	$4,021,572	$60,617,755	$2,175,218
2021	$7,627,801	$3,850,372	$70,688,057	$3,777,429
2020	$2,564,175	$3,136,568	$64,249,392	$-572,393

EMPIRE DISTRICT ELECTRIC CO EMPLOYEE BENEFIT FUND FOR BARGAINING