HL&P NON-UNION RETIREES MEDICAL & DENTAL BENEFITS TRUST (EIN 766103448) - 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

1997

Legal Domicile

Principal Officer

BRAD TUTUNJIAN

Phone

7132071111

Tax Period

2021-01-01 to 2021-12-31

Mission

THE TRUST WAS ESTABLISHED IN ORDER TO RECEIVE COMPANY AND PARTICIPANT CONTRIBUTIONS AND TO PAY FOR HEALTH AND WELFARE BENEFITS TO ELIGIBLE RETIRED NON-UNION EMPLOYEES OF THE COMPANY, THEIR BENEFICIARIES OR ESTATES.

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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 (2021)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $0

Investment Income $0

Other Revenue $0

TOTAL REVENUE $0

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $34

Other Expenses $0

TOTAL EXPENSES $34

Year-over-Year Comparison

	2021	2020	Change
Revenue	N/A	$1,104,007	-1.0%
Expenses	$34	$1,384,987	-1.0%
Net Income	N/A	$-280,980	N/A

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
VALENTINE A EMESIH	COMMITTEE MEMBER	1.00	Director	$0	$0	$0
BRAD A TUTUNJIAN	CHAIRMAN	1.00	Director	$0	$0	$0
RICHARD C LEGER	COMMITTEE MEMBER	1.00	Director	$0	$0	$0
JACQUELINE M RICHERT	COMMITTEE MEMBER	1.00	Director	$0	$0	$0
BERTHA VILLATORO	COMMITTEE MEMBER	1.00	Director	$0	$0	$0
N/A	TRUSTEE	1.00		$0	$0	$0
VINCENT A MERCALDI	SECRETARY	1.00	Officer	$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
2021	No data	$34	No data	No data
2020	$1,104,007	$1,384,987	No data	$-280,980
2019	$2,092,083	$1,855,990	$282,100	$236,093
2018	$2,570,456	$2,546,485	$44,937	$23,971

HL&P NON-UNION RETIREES MEDICAL & DENTAL BENEFITS TRUST