KENTUCKY ASSIGNED CLAIMS PLAN (EIN 510150466) - 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

1980

Legal Domicile

Principal Officer

STEPHEN HILLIS

Phone

5023278909

Tax Period

2025-01-01 to 2025-12-31

KENTUCKY ASSIGNED CLAIMS PLAN, founded in 1980, is a community nonprofit that reported $5.2M in total revenue in fiscal year 2025. Expenses of $4.9M left a modest 6% surplus.

Mission

TO ASSIGN CLAIMS TO SERVICING INSURERS FOR CLAIMANTS UNDER KY REVISED STATUTES 304 SUB 39.

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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 (2025)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $5,112,457

Investment Income $88,440

Other Revenue $0

TOTAL REVENUE $5,200,897

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $4,887,411

TOTAL EXPENSES $4,887,411

Year-over-Year Comparison

	2025	2024	Change
Revenue	$5,200,897	$4,824,791	+0.1%
Expenses	$4,887,411	$4,413,700	+0.1%
Net Income	$313,486	$411,091	-0.2%

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

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

$402,618

Total Directors

$402,618

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
ERICKA GOCKE	CHAIRPERSON	1.00	Officer Director	$0	$0	$0
ANDREW BURSH	VICE-CHAIRPERSON	1.00	Officer Director	$0	$0	$0
SCOT MCFARLAND	DIRECTOR	1.00	Director	$0	$0	$0
KRISTI PARKER	DIRECTOR	1.00	Director	$0	$0	$0
STEPHEN HILLIS	SECRETARY-TREASURER/PLAN MANAGER	3.00	Officer Director	$0	$91,452	$402,618
TAYLOR MARTIN	DIRECTOR	1.00	Director	$0	$0	$0
ALAN FINN	DIRECTOR	1.00	Director	$0	$0	$0
KYLE YOUNG	DIRECTOR	1.00	Director	$0	$0	$0
VIVIAN JUDY	DIRECTOR	1.00	Director	$0	$0	$0
BRAD ERDMAN	DIRECTOR	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
2025	$5,200,897	$4,887,411	$6,243,167	$313,486
2024	$4,824,791	$4,413,700	$6,072,264	$411,091
2023	$4,425,968	$4,276,273	$5,482,946	$149,695
2022	$2,536,996	$3,960,720	$5,807,533	$-1,423,724
2021	$4,308,234	$4,483,416	$6,295,082	$-175,182
2020	$5,241,925	$5,970,917	$6,837,141	$-728,992
2019	$6,546,731	$6,193,815	$7,593,897	$352,916
2018	$5,072,767	$6,104,439	$7,288,472	$-1,031,672

KENTUCKY ASSIGNED CLAIMS PLAN