WYOMING EDUCATORS' BENEFIT TRUST C/O WILLIS GROUP (EIN 742382896) - 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

1985

Legal Domicile

Principal Officer

KIM AMEN

Phone

3076347991

Tax Period

2024-07-01 to 2025-06-30

WYOMING EDUCATORS' BENEFIT TRUST C/O WILLIS GROUP, founded in 1985, is a major nonprofit that reported $147.5M in total revenue in fiscal year 2024.

Mission

PROVIDE HEALTH, DENTAL, LIFE & LTD INSURANCE COVERAGE TO WYOMING EDUCATORS.

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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 $145,966,329

Investment Income $1,518,952

Other Revenue $0

TOTAL REVENUE $147,485,281

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $147,259,020

TOTAL EXPENSES $147,259,020

Year-over-Year Comparison

	2024	2023	Change
Revenue	$147,485,281	$139,159,619	+0.1%
Expenses	$147,259,020	$138,826,383	+0.1%
Net Income	$226,261	$333,236	-0.3%

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

$84,484

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
KIM AMEN	PRESIDENT	0.50	Director	$0	$25,244	$84,484
JOHN FABELA	TREASURER	0.50	Director	$0	$0	$0
DIRK ANDREWS	VICE PRESIDENT	0.50	Director	$0	$0	$0
RICHARD LUCHSINGER	TRUSTEE	0.50	Director	$0	$0	$0
MARIAH LEARNED	TRUSTEE	0.50	Director	$0	$0	$0
CARI KRAGOVICH	TRUSTEE	0.50	Director	$0	$0	$0
CLARK COBERLY	TRUSTEE	0.50	Director	$0	$0	$0
DANA MANN-TAVEGIA	TRUSTEE	0.50	Director	$0	$0	$0
HEATHER DOKE	TRUSTEE	0.50	Director	$0	$0	$0
CHARLIE CAUFFMAN	TRUSTEE	0.50	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	$147,485,281	$147,259,020	$53,025,886	$226,261
2024	$139,159,619	$138,826,383	$49,474,991	$333,236
2023	$136,313,123	$148,273,632	$47,250,764	$-11,960,509
2022	$128,954,716	$134,605,907	$62,626,855	$-5,651,191
2021	$124,307,906	$119,474,995	$76,313,053	$4,832,911
2020	$116,852,945	$112,073,742	$65,341,472	$4,779,203
2019	$109,510,414	$113,857,547	$65,506,104	$-4,347,133
2018	$107,816,061	$111,771,215	$61,446,419	$-3,955,154

WYOMING EDUCATORS' BENEFIT TRUST C/O WILLIS GROUP