KANSAS BLUE CROSS BLUE SHIELD CREDIT UNION (EIN 486108090) - 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

1953

Legal Domicile

Principal Officer

PETE DIDIO

Phone

7852918774

Tax Period

2024-01-01 to 2024-12-31

KANSAS BLUE CROSS BLUE SHIELD CREDIT UNION, founded in 1953, is a community nonprofit in the Public & Societal Benefit sector that reported $2.7M in total revenue in fiscal year 2024. Revenue grew 20% year-over-year, indicating healthy expansion. The organization ran a surplus of $420K, a strong 16% operating margin.

Mission

OUR MISSION IS TO ENHANCE MEMBERS FINANCIAL WELLNESS BY PROVIDING EXCEPTIONAL PRODUCTS AND SERVICES.

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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 (2024)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $2,026,140

Investment Income $650,150

Other Revenue $180

TOTAL REVENUE $2,676,470

Expense Breakdown

Grants Paid $2,000

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $2,254,059

TOTAL EXPENSES $2,256,059

Year-over-Year Comparison

	2024	2023	Change
Revenue	$2,676,470	$2,233,868	+0.2%
Expenses	$2,256,059	$1,784,002	+0.3%
Net Income	$420,411	$449,866	-0.1%

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
TISH HERMANN	CHAIRMAN	1.00	Officer Director	$0	$0	$0
RANDALL LAMBRECHT	VICE CHAIRMAN	1.00	Officer Director	$0	$0	$0
AMIE BROWN	SECRETARY	1.00	Officer Director	$0	$0	$0
PETE DIDIO	TREASURER	1.00	Officer Director	$0	$0	$0
DONNA PASHMAN	BOARD MEMBER	1.00	Director	$0	$0	$0
GARY MALSBURY	BOARD MEMBER	1.00	Director	$0	$0	$0
CHERYL REYNOLDS	BOARD MEMBER	1.00	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	$2,676,470	$2,256,059	$53,465,842	$420,411
2023	$2,233,868	$1,784,002	$52,316,064	$449,866
2022	$1,911,231	$1,538,722	$54,994,050	$372,509
2021	$1,846,798	$1,385,335	$53,754,481	$461,463
2020	$1,861,683	$1,371,683	$46,980,259	$490,000
2019	$1,882,743	$1,330,546	$40,287,843	$552,197
2018	$1,733,796	$1,228,006	$39,678,133	$505,790

KANSAS BLUE CROSS BLUE SHIELD CREDIT UNION