POST-RETIREMENT LIFE INS BENEFIT TR FOR

EIN: 467027865 Mutual Benefit

PITTSBURGH, PA

Total Revenue
$8,588,322
Total Expenses
$8,086,209
Total Assets
$2,998,206
Net Assets
$2,998,206
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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
NY
Principal Officer
BRENT HEINTZELMAN
Phone
4122342242
Tax Period
2023-01-01 to 2023-12-31

POST-RETIREMENT LIFE INS BENEFIT TR FOR, founded in 2013, is a community nonprofit in the Mutual Benefit sector that reported $8.6M in total revenue in fiscal year 2023. Revenue grew 9% year-over-year, indicating healthy expansion. Expenses of $8.1M left a modest 6% surplus.

Mission

PROVIDE BENEFITS TO ELIGIBLE MEMBERS.

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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%)

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Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $0
Program Service Revenue $8,443,580
Investment Income $144,742
Other Revenue $0
TOTAL REVENUE $8,588,322

Expense Breakdown

Grants Paid $0
Salaries & Benefits $0
Fundraising Expenses $0
Other Expenses $0
TOTAL EXPENSES $8,086,209

Year-over-Year Comparison

2023 2022 Change
Revenue $8,588,322 $7,905,137 +0.1%
Expenses $8,086,209 $8,180,046 0.0%
Net Income $502,113 $-274,909 -2.8%
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

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Governance

Voting Members
1
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
0
$0
Total Directors
0
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
N/A TRUSTEE (SEE SCHEDULE O) 0.0
$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 $8,588,322 $8,086,209 $2,998,206 $502,113
2022 $7,905,137 $8,180,046 $2,496,093 $-274,909
2021 $7,714,461 $8,405,438 $2,771,002 $-690,977
2020 $3,407,186 $8,623,740 $3,461,979 $-5,216,554
2019 $4,423,758 $8,782,883 $8,678,533 $-4,359,125
2018 $7,970,304 $11,606,888 $13,037,658 $-3,636,584
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