TALEN ENERGY BARGAINING UNIT RETIREE (EIN 477012700) - 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

2015

Legal Domicile

Phone

4122342245

Tax Period

2023-01-01 to 2023-12-31

TALEN ENERGY BARGAINING UNIT RETIREE, founded in 2015, is a micro nonprofit in the Employment sector that reported $21K in total revenue in fiscal year 2023. Revenue fell 93% from the prior year — a significant decline worth monitoring. Expenses of $697K exceeded revenue, resulting in a 3291% operating deficit.

Mission

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

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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 (2023)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $0

Investment Income $20,542

Other Revenue $0

TOTAL REVENUE $20,542

Expense Breakdown

Grants Paid $0

Salaries & Benefits $11,270

Fundraising Expenses $0

Other Expenses $38,817

TOTAL EXPENSES $696,533

Year-over-Year Comparison

	2023	2022	Change
Revenue	$20,542	$302,458	-0.9%
Expenses	$696,533	$644,955	+0.1%
Net Income	$-675,991	$-342,497	+1.0%

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

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		$11,270	$0	$11,270

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	$20,542	$696,533	$5,097,947	$-675,991
2023	$20,542	$696,533	$5,097,947	$-675,991
2022	$302,458	$644,955	$5,087,433	$-342,497
2021	$797,505	$646,669	$7,387,705	$150,836
2020	$599,037	$558,894	$7,234,588	$40,143
2019	$480,675	$503,128	$6,720,882	$-22,453
2018	$335,087	$323,882	$5,819,347	$11,205

TALEN ENERGY BARGAINING UNIT RETIREE