Norfolk Southern Corporation Post - Retirement Benefits Trust (EIN 541607774) - 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

1991

Legal Domicile

Principal Officer

ML THOMPSON

Phone

4704636682

Tax Period

2024-01-01 to 2024-12-31

Norfolk Southern Corporation Post - Retirement Benefits Trust, founded in 1991, is a mid-sized nonprofit that reported $23.5M in total revenue in fiscal year 2024. Revenue surged 49% from the prior year, signaling strong growth momentum. The organization ran a surplus of $22.9M, a strong 97% operating margin.

Mission

HEALTH & WELFARE BENEFIT 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%)

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $0

Investment Income $23,490,054

Other Revenue $0

TOTAL REVENUE $23,490,054

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $623,314

TOTAL EXPENSES $623,314

Year-over-Year Comparison

	2024	2023	Change
Revenue	$23,490,054	$15,753,397	+0.5%
Expenses	$623,314	$585,329	+0.1%
Net Income	$22,866,740	$15,168,068	+0.5%

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	Role	Reportable Comp	Other Comp	Total
M R GEORGE	CHAIRMAN	Director	$0	$0	$0
N C NAG	TRUSTEE	Director	$0	$0	$0
B N PAUL	TRUSTEE	Director	$0	$0	$0
A A ADAMS	TRUSTEE	Director	$0	$0	$0
J M MORRIS	TRUSTEE	Director	$0	$0	$0
J A ZAMPI	TRUSTEE	Director	$0	$0	$0
C L MOORE	CONTROLLER	Officer	$0	$0	$0
C R NEIKIRK	TREASURER	Officer	$0	$0	$0
M L THOMPSON	SECRETARY	Officer	$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	$23,490,054	$623,314	$146,466,883	$22,866,740
2023	$15,753,397	$585,329	$138,849,276	$15,168,068
2022	$16,176,886	$612,384	$124,265,130	$15,564,502
2021	$26,303,214	$644,195	$174,925,797	$25,659,019
2020	$18,789,096	$135,458	$166,797,593	$18,653,638

Norfolk Southern Corporation Post - Retirement Benefits Trust