ENERGEN CORPORATION RETIRED SALARIED EMPLOYEE BENEFIT PLANS TRUST AGREEMENT (EIN 582018114) - 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

1994

Legal Domicile

Principal Officer

TERESA DICK

Phone

4322217400

Tax Period

2025-01-01 to 2025-12-31

ENERGEN CORPORATION RETIRED SALARIED EMPLOYEE BENEFIT PLANS TRUST AGREEMENT, founded in 1994, is a small nonprofit that reported $409K in total revenue in fiscal year 2025. Revenue fell 63% from the prior year — a significant decline worth monitoring. Expenses of $512K exceeded revenue, resulting in a 25% operating deficit.

Mission

VOLUNTARY EMPLOYEE BENEFIT ASSOCIATION PROVIDING DEATH, SICKNESS, HOSPITALIZATION, AND DISABILITY BENEFITS FOR MEMBERS.

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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 $0

Investment Income $408,719

Other Revenue $0

TOTAL REVENUE $408,719

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $199,555

TOTAL EXPENSES $512,055

Year-over-Year Comparison

	2025	2024	Change
Revenue	$408,719	$1,101,254	-0.6%
Expenses	$512,055	$421,609	+0.2%
Net Income	$-103,336	$679,645	-1.2%

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
N/A	TRUSTEE	5.00		$0	$0	$0
N/A	TRUSTEE	5.00		$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	$408,719	$512,055	$7,652,165	$-103,336
2024	No data	No data	No data	No data
2023	$181,099	$298,148	$6,821,580	$-117,049
2022	$106,464	$291,044	$6,547,962	$-184,580
2021	$274,839	$613,085	$8,047,691	$-338,246
2020	$742,321	$403,206	$8,273,028	$339,115

ENERGEN CORPORATION RETIRED SALARIED EMPLOYEE BENEFIT PLANS TRUST AGREEMENT