Glendale Union HSD Employee Benefit Trust

EIN: 742490334

Glendale, AZ

Total Revenue
$1,188,317
Total Expenses
$320,519
Total Assets
$13,290,101
Net Assets
$13,290,101
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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
1984
Legal Domicile
AZ
Principal Officer
NATE BOWLER
Phone
6234356000
Tax Period
2022-07-01 to 2023-06-30

Glendale Union HSD Employee Benefit Trust, founded in 1984, is a community nonprofit that reported $1.2M in total revenue in fiscal year 2022. The organization ran a surplus of $868K, a strong 73% operating margin.

Mission

Provide for and pay plan participants medical claims dental claims life insurance premiums and dependent care assistance

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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%)

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Financial Overview (2022)

Revenue Breakdown

Contributions & Grants $0
Program Service Revenue $871,485
Investment Income $316,832
Other Revenue $0
TOTAL REVENUE $1,188,317

Expense Breakdown

Grants Paid $0
Salaries & Benefits $0
Fundraising Expenses $0
Program Expenses $320,519
Other Expenses $8,575
TOTAL EXPENSES $320,519

Year-over-Year Comparison

2022 2021 Change
Revenue $1,188,317 $1,205,731 0.0%
Expenses $320,519 $943,143 -0.7%
Net Income $867,798 $262,588 +2.3%
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

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Governance

Voting Members
5
Independent Members
4
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
0
$0
Total Directors
5
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
NATE BOWLER CFO N/A
Director
$0 $0 $0
PATTY KENNEDY Trustee N/A
Director
$0 $0 $0
VIRGINIA GIBNEY Trustee N/A
Director
$0 $0 $0
STEVE JOHNSTON Trustee N/A
Director
$0 $0 $0
PAUL MALAND Trustee N/A
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
2023 $1,188,317 $320,519 $13,290,101 $867,798
2022 $1,205,731 $943,143 $12,422,304 $262,588
2021 $3,236,269 $943,399 $12,159,715 $2,292,870
2020 $13,608,789 $12,192,061 $11,474,241 $1,416,728
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