QWEST OCCUPATIONAL HEALTH TRUST (EIN 746378299) - 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

1989

Legal Domicile

Principal Officer

THE NORTHERN TRUST COMPANY

Phone

3125578213

Tax Period

2023-01-01 to 2023-12-31

QWEST OCCUPATIONAL HEALTH TRUST, founded in 1989, is a micro nonprofit that reported $84K in total revenue in fiscal year 2023. Expenses of $2.1M exceeded revenue, resulting in a 2380% operating deficit.

Mission

THE PROVISION OF POST-RETIREMENT HEALTHCARE BENEFITS TO ELIGIBLE 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 (2023)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $0

Investment Income $83,969

Other Revenue $0

TOTAL REVENUE $83,969

Expense Breakdown

Grants Paid $0

Salaries & Benefits $8,347

Fundraising Expenses $0

Program Expenses $2,049,113

Other Expenses $25,239

TOTAL EXPENSES $2,082,699

Year-over-Year Comparison

	2023	2022	Change
Revenue	$83,969	$-10,537,875	-1.0%
Expenses	$2,082,699	$40,883	+49.9%
Net Income	$-1,998,730	$-10,578,758	-0.8%

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

N/A

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
THE NORTHERN TRUST COMPANY	TRUSTEE	1.0		$8,347	$0	$8,347

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	No data	No data	No data	No data
2023	$83,969	$2,082,699	$1,321,594	$-1,998,730
2022	$-10,537,875	$40,883	$3,399,790	$-10,578,758
2021	$498,901	$43,125	$3,841,116	$455,776
2020	$6,433,998	$17,159,393	$3,439,837	$-10,725,395

QWEST OCCUPATIONAL HEALTH TRUST