TAPPCO EMPLOYEE BENEFIT TRUST (EIN 621451159) - 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

EUGENE H KAHLE III

Phone

9314845137

Tax Period

2018-01-01 to 2018-12-31

TAPPCO EMPLOYEE BENEFIT TRUST, founded in 1991, is a community nonprofit that reported $1.2M in total revenue in fiscal year 2018.

Mission

TO PROVIDE HEALTH INSURANCE COVERAGE TO EMPLOYEES AND THEIR DEPENDENTS.

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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 (2018)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $1,163,461

Investment Income $0

Other Revenue $0

TOTAL REVENUE $1,163,461

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $220,221

TOTAL EXPENSES $1,161,178

Year-over-Year Comparison

	2018	2017	Change
Revenue	$1,163,461	$1,162,660	+0.0%
Expenses	$1,161,178	$1,195,770	0.0%
Net Income	$2,283	$-33,110	-1.1%

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

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

$331,146

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
ALAN D STRACHN	TRUSTEE	1.00	Director	$0	$0	$0
L STEPHEN STONE	TRUSTEE	1.00	Director	$0	$0	$178,960
EUGENE H KAHLE III	TRUSTEE	1.00	Director	$0	$4,200	$152,186
COSBY A STONE	TRUSTEE	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
2018	$1,163,461	$1,161,178	No data	$2,283

TAPPCO EMPLOYEE BENEFIT TRUST