SOUTHERN OPERATORS HEALTH FUND (EIN 432067325) - 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

2005

Legal Domicile

Principal Officer

TRAVIS SIMMONS

Phone

6158590131

Tax Period

2024-01-01 to 2024-12-31

SOUTHERN OPERATORS HEALTH FUND, founded in 2005, is a mid-sized nonprofit in the Mutual Benefit sector that reported $54.6M in total revenue in fiscal year 2024. Revenue grew 9% year-over-year, indicating healthy expansion. Expenses of $50.6M left a modest 7% surplus.

Mission

PROVISION OF BENEFITS TO PLAN PARTICIPANTS.

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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 $46,068,847

Investment Income $866,378

Other Revenue $7,676,446

TOTAL REVENUE $54,611,671

Expense Breakdown

Grants Paid $0

Salaries & Benefits $16,537

Fundraising Expenses $0

Other Expenses $4,097,421

TOTAL EXPENSES $50,628,965

Year-over-Year Comparison

	2024	2023	Change
Revenue	$54,611,671	$50,052,126	+0.1%
Expenses	$50,628,965	$46,727,803	+0.1%
Net Income	$3,982,706	$3,324,323	+0.2%

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

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
JASON BILLINGS	TRUSTEE	2.00	Director	$0	$0	$0
JEFFREY BRITT	TRUSTEE	2.00	Director	$0	$0	$0
EDWARD CAINES	TRUSTEE	2.00	Director	$0	$0	$0
KYLE COKER	TRUSTEE	2.00	Director	$0	$0	$0
KENNETH LOOKINGBILL	TRUSTEE	2.00	Director	$0	$0	$0
BUTCH MCAREAVY	TRUSTEE	2.00	Director	$0	$0	$0
ROBERT MOODY	SECRETARY	2.00	Officer Director	$0	$0	$0
MIKE MORAIN	TRUSTEE	2.00	Director	$0	$0	$0
STEPHEN RUMBURG	TRUSTEE	2.00	Director	$0	$0	$0
TRAVIS SIMMONS	CHAIRMAN	2.00	Officer Director	$0	$0	$0
BYRON WILLIAMS	TRUSTEE	2.00	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	$54,611,671	$50,628,965	$33,031,796	$3,982,706
2023	$50,052,126	$46,727,803	$29,022,477	$3,324,323
2022	$39,563,013	$39,761,912	$25,998,024	$-198,899
2021	$38,085,406	$41,816,932	$25,716,347	$-3,731,526
2020	$40,622,283	$38,673,828	$29,358,119	$1,948,455
2019	$40,167,345	$34,711,252	$27,552,366	$5,456,093
2018	$35,066,148	$36,710,089	$22,015,846	$-1,643,941

SOUTHERN OPERATORS HEALTH FUND