KOCH EMPLOYEE GROUP BENEFIT TRUST

EIN: 480834445 Mutual Benefit

ATLANTA, GA

Total Revenue
$374,884
Total Expenses
$290,085
Total Assets
$1,856,001
Net Assets
$1,851,072
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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
1975
Legal Domicile
KS
Principal Officer
KEN DUARTE
Phone
4046522109
Tax Period
2023-01-01 to 2023-12-31

KOCH EMPLOYEE GROUP BENEFIT TRUST, founded in 1975, is a small nonprofit in the Mutual Benefit sector that reported $375K in total revenue in fiscal year 2023. Revenue fell 25% from the prior year — a significant decline worth monitoring. The organization ran a surplus of $85K, a strong 23% operating margin.

Mission

PROVIDE HEALTH AND WELFARE BENEFITS UNDER KOCH RETIREE MEDICAL PLAN

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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 $320,414
Investment Income $54,470
Other Revenue $0
TOTAL REVENUE $374,884

Expense Breakdown

Grants Paid $0
Salaries & Benefits $0
Fundraising Expenses $0
Other Expenses $75,829
TOTAL EXPENSES $290,085

Year-over-Year Comparison

2023 2022 Change
Revenue $374,884 $501,763 -0.3%
Expenses $290,085 $383,409 -0.2%
Net Income $84,799 $118,354 -0.3%
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
3
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
3
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
KEN DUARTE TRUSTEE 0.25
Director
$0 $0 $0
KRISTI PALMER TRUSTEE 0.25
Director
$0 $0 $0
ROSS GOERING TRUSTEE 0.25
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
2024 No data No data No data No data
2023 $374,884 $290,085 $1,856,001 $84,799
2022 $383,409 $383,409 $10,333 No data
2021 $408,127 $408,127 $4,936 No data
2020 $766,622 $766,622 $78,578 No data
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