PATRIOT RETIREES VOLUNTARY EMPLOYEES' BENEFICIARY ASSOCIATION (EIN 465643526) - Form 990 Financial Analysis & Trantor Score

🔒

Tuckman-Chang Vulnerability Assessment

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Financial Trends

Organization Details

Formation Year

2013

Legal Domicile

Principal Officer

JASON HAUGHT

Phone

7032912428

Tax Period

2024-01-01 to 2024-12-31

PATRIOT RETIREES VOLUNTARY EMPLOYEES' BENEFICIARY ASSOCIATION, founded in 2013, is a community nonprofit in the Mutual Benefit sector that reported $2.1M in total revenue in fiscal year 2018. Revenue fell 73% from the prior year — a significant decline worth monitoring. Expenses of $1.8M left a modest 15% surplus.

Mission

PROVIDE HEALTH AND WELFARE BENEFITS.

🔒

Trantor Score

Financial Health & Payment Capacity Assessment (FICO Scale: 300–850)

Sign in to view Trantor Score and financial metrics

Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $1,643,376

Investment Income $29,768

Other Revenue $0

TOTAL REVENUE $1,673,144

Expense Breakdown

Grants Paid $0

Salaries & Benefits $18,000

Fundraising Expenses $0

Other Expenses $79,633

TOTAL EXPENSES $1,565,895

Year-over-Year Comparison

	2024	2023	Change
Revenue	$1,673,144	$1,635,934	+0.0%
Expenses	$1,565,895	$1,626,781	0.0%
Net Income	$107,249	$9,153	+10.7%

Key Indicators

✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✗ Schedule B Required

🔒

Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

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

$168,727

Total Directors

$417,091

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
KEVIN FAGAN	TRUSTEE	1.00	Director	$0	$50,234	$224,364
JASON HAUGHT	CHAIRMAN	4.00	Officer Director	$0	$29,060	$168,727
MICHEAL BUCKNER	TRUSTEE	4.00	Director	$18,000	$0	$24,000

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	$1,673,144	$1,565,895	$1,092,406	$107,249
2023	$1,635,934	$1,626,781	$967,794	$9,153
2022	$1,787,880	$1,516,885	$958,641	$270,995
2021	$1,776,641	$1,605,675	$695,170	$170,966
2020	$1,746,988	$1,565,930	$550,120	$181,058
2019	$2,198,137	$2,034,602	$565,344	$163,535
2018	$2,109,909	$1,798,786	$519,678	$311,123

PATRIOT RETIREES VOLUNTARY EMPLOYEES' BENEFICIARY ASSOCIATION