NEW HAMPSHIRE AUTOMOBILE DEALERS HEALTH INSURANCE TRUST (EIN 811493488) - 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

2016

Legal Domicile

Principal Officer

DANIEL BENNETT

Phone

6032242369

Tax Period

2023-01-01 to 2023-12-31

NEW HAMPSHIRE AUTOMOBILE DEALERS HEALTH INSURANCE TRUST, founded in 2016, is a mid-sized nonprofit in the Mutual Benefit sector that reported $12.0M in total revenue in fiscal year 2023.

Mission

TO PROVIDE GROUP HEALTH INSURANCE BENEFITS TO EMPLOYEES OF THE NEW HAMPSHIRE AUTO DEALERS ASSOCIATION MEMBER EMPLOYERS WHO ELECT TO PARTICIPATE IN THE TRUST.

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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 $11,976,697

Investment Income $0

Other Revenue $0

TOTAL REVENUE $11,976,697

Expense Breakdown

Grants Paid $0

Salaries & Benefits $205,784

Fundraising Expenses $0

Program Expenses $11,941,501

Other Expenses $95,468

TOTAL EXPENSES $11,941,501

Year-over-Year Comparison

	2023	2022	Change
Revenue	$11,976,697	$11,716,789	+0.0%
Expenses	$11,941,501	$11,665,439	+0.0%
Net Income	$35,196	$51,350	-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

$307,061

Total Directors

Key Employees

$189,394

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JEFF PLATEK	TRUSTEE	1.00	Director	$0	$0	$0
BARRY EISENBERG	TRUSTEE	1.00	Director	$0	$0	$0
DANIEL BENNETT	OFFICER	4.00	Officer	$18,628	$22,500	$208,779
JANICE PULOMENA	OFFICER	4.00	Officer	$9,828	$0	$98,282
PETER SHEFFER	DIRECTOR OF WORKERS COMPENSATION	4.00	Key Emp	$16,550	$23,896	$189,394
LORI PREVE	LICENSED INSURANCE PRODUCE	20.00	Highest	$65,798	$15,322	$146,918

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	$11,976,697	$11,941,501	$254,243	$35,196
2022	$11,716,789	$11,665,439	$208,311	$51,350
2021	$11,743,692	$11,713,335	$206,922	$30,357
2020	$9,795,195	$9,774,404	$151,772	$20,791
2019	$14,068,160	$14,001,632	$130,838	$66,528
2018	$14,501,461	$14,480,728	$799,514	$20,733

NEW HAMPSHIRE AUTOMOBILE DEALERS HEALTH INSURANCE TRUST