KAHLIG AUTO GROUP HEALTH BENEFIT PLAN (EIN 464230139) - 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

2013

Legal Domicile

Principal Officer

FROST BANK

Phone

2102205937

Tax Period

2022-12-01 to 2023-11-30

KAHLIG AUTO GROUP HEALTH BENEFIT PLAN, founded in 2013, is a community nonprofit in the Mutual Benefit sector that reported $9.1M in total revenue in fiscal year 2022. Revenue grew 13% year-over-year, indicating healthy expansion.

Mission

PROVIDES MEDICAL BENEFITS, INCLUDING PRESCRIPTION DRUG BENEFITS, TO ELIGIBLE REGULAR FULL-TIME EMPLOYEES AND THEIR DEPENDENTS OF KAHLIG AUTO GROUP AND ITS AFFILIATES.

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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 (2022)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $9,074,654

Investment Income $75,236

Other Revenue $0

TOTAL REVENUE $9,149,890

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $1,324,973

TOTAL EXPENSES $9,510,927

Year-over-Year Comparison

	2022	2021	Change
Revenue	$9,149,890	$8,085,454	+0.1%
Expenses	$9,510,927	$8,230,154	+0.2%
Net Income	$-361,037	$-144,700	+1.5%

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

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	2.00		$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	$9,149,890	$9,510,927	$1,852,743	$-361,037
2022	$8,085,454	$8,230,154	$2,213,780	$-144,700
2021	$7,240,285	$7,253,085	$2,358,480	$-12,800
2020	$7,652,141	$6,982,241	$2,445,087	$669,900
2019	$7,371,717	$6,644,528	$1,776,366	$727,189
2018	$6,240,188	$6,166,714	$1,029,405	$73,474

KAHLIG AUTO GROUP HEALTH BENEFIT PLAN