TALEN ENERGY BARGAINING UNIT RETIREE (EIN 477009840) - Form 990 Financial Analysis & Trantor Score

🔒

Financial Vulnerability Assessment (Tuckman-Chang)

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

2015

Legal Domicile

Phone

4122342245

Tax Period

2023-01-01 to 2023-12-31

TALEN ENERGY BARGAINING UNIT RETIREE, founded in 2015, is a community nonprofit in the Employment sector that reported $5.3M in total revenue in fiscal year 2023. Revenue surged 190% from the prior year, signaling strong growth momentum. The organization ran a surplus of $5.2M, a strong 97% operating margin.

Mission

A 501 (C) (9) TRUST ESTABLISHED FOR THE FUNDING AND PAYMENT OF COVERED RETIREE MEDICAL COSTS TO ELIGIBLE PARTICIPANTS

🔒

Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

Sign in to view Trantor Score and financial metrics

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

Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $1,220,788

Investment Income $4,105,958

Other Revenue $4,318

TOTAL REVENUE $5,331,064

Expense Breakdown

Grants Paid $0

Salaries & Benefits $20,782

Fundraising Expenses $0

Other Expenses $157,582

TOTAL EXPENSES $178,364

Year-over-Year Comparison

	2023	2022	Change
Revenue	$5,331,064	$1,838,851	+1.9%
Expenses	$178,364	$180,033	0.0%
Net Income	$5,152,700	$1,658,818	+2.1%

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
N/A	TRUSTEE (SEE SCHEDULE O)	0.0		$20,782	$0	$20,782

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	$5,331,064	$178,364	$58,822,376	$5,152,700
2023	$2,427,937	$178,364	$58,822,377	$2,249,573
2022	$1,838,851	$180,033	$54,012,925	$1,658,818
2021	$3,888,999	$179,023	$62,549,800	$3,709,976
2020	$4,036,857	$130,254	$60,989,997	$3,906,603
2019	$5,298,136	$108,467	$54,718,326	$5,189,669
2018	$2,700,745	$656,382	$45,020,327	$2,044,363

TALEN ENERGY BARGAINING UNIT RETIREE