NATIONAL PRIVATE EDUCATORS AND AFFILIATES ASSOC HEALTH & WELFARE TRUST (EIN 467375970) - 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

2012

Legal Domicile

Principal Officer

Matthew Heath

Phone

9497701589

Tax Period

2022-01-01 to 2022-12-31

NATIONAL PRIVATE EDUCATORS AND AFFILIATES ASSOC HEALTH & WELFARE TRUST, founded in 2012, is a micro nonprofit that reported $2K in total revenue in fiscal year 2022. Revenue fell 21% from the prior year — a significant decline worth monitoring.

Mission

To provide Health and Welfare Benefits to the participants of the Trust

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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 $0

Investment Income $0

Other Revenue $2,305

TOTAL REVENUE $2,305

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $0

Other Expenses $0

TOTAL EXPENSES $0

Year-over-Year Comparison

	2022	2021	Change
Revenue	$2,305	$2,920	-0.2%
Expenses	N/A	$3,427	-1.0%
Net Income	N/A	$-507	N/A

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

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
Lemuel Usita	President and Chairman	1.0	Officer Director	$0	$0	$0
Matthew Heath	Vice President & Trustee	1.0	Officer Director	$0	$0	$0
Mark Davidson	Secretary/Treasurer, Trustee	1.0	Officer Director	$0	$0	$0
Kenneth Yoder	Trustee	1.0	Director	$0	$0	$0
Nguyen Pham	Trustee	1.0	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
2022	$2,305	No data	No data	No data
2021	$2,920	$3,427	$51	$-507
2020	$22,103	$14,753	$41,643	$7,350
2019	$10,631,095	$10,615,518	$34,166	$15,577
2018	$9,644,457	$9,651,869	$12,334	$-7,412

NATIONAL PRIVATE EDUCATORS AND AFFILIATES ASSOC HEALTH & WELFARE TRUST