INTERMOUNTAIN HEALTH CARE INC RETIREE WELFARE BENEFIT TRUST (EIN 742675605) - 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

DAVE ADAMS

Phone

8014422000

Tax Period

2024-01-01 to 2024-12-31

INTERMOUNTAIN HEALTH CARE INC RETIREE WELFARE BENEFIT TRUST, founded in 1994, is a mid-sized nonprofit that reported $29.3M in total revenue in fiscal year 2024. Revenue grew 17% year-over-year, indicating healthy expansion. Expenses of $25.6M left a modest 13% surplus.

Mission

PROVIDE MEDICAL, DENTAL, VISION, SHORT-TERM INCOME PROTECTION, AND BASIC AND SUPPLEMENTAL GROUP TERM LIFE INSURANCE BENEFITS TO ELIGIBLE DISABLED AND/OR RETIRED EMPLOYEES AND THEIR ELIGIBLE 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 (2024)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $23,893,792

Investment Income $5,363,770

Other Revenue $0

TOTAL REVENUE $29,257,562

Expense Breakdown

Grants Paid $0

Salaries & Benefits $62,280

Fundraising Expenses $0

Other Expenses $1,783,611

TOTAL EXPENSES $25,584,672

Year-over-Year Comparison

	2024	2023	Change
Revenue	$29,257,562	$24,947,920	+0.2%
Expenses	$25,584,672	$24,358,959	+0.1%
Net Income	$3,672,890	$588,961	+5.2%

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

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	Hours/Week	Role	Reportable Comp	Other Comp	Total
N/A	INSTITUTIONAL TRUSTEE	1.00		$62,280	$0	$62,280

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	$29,257,562	$25,584,672	$102,715,432	$3,672,890
2023	$24,947,920	$24,358,959	$93,889,508	$588,961
2022	$21,669,135	$20,898,995	$84,101,633	$770,140
2021	$17,781,464	$21,953,159	$100,594,219	$-4,171,695
2020	$14,441,167	$24,085,125	$104,253,093	$-9,643,958
2019	$11,144,407	$22,933,848	$110,623,838	$-11,789,441
2018	$15,788,884	$22,515,429	$110,315,987	$-6,726,545

INTERMOUNTAIN HEALTH CARE INC RETIREE WELFARE BENEFIT TRUST