CN Enterprises Health Plan Trust (EIN 814972795) - 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

2017

Legal Domicile

Phone

5805590886

Tax Period

2024-01-01 to 2024-12-31

CN Enterprises Health Plan Trust, founded in 2017, is a mid-sized nonprofit in the Mutual Benefit sector that reported $21.2M in total revenue in fiscal year 2024. Revenue decreased 10% compared to the prior year. Expenses of $20.2M left a modest 4% surplus.

Mission

TO PROVIDE HEALTH AND WELFARE BENEFITS TO EMPLOYERS OF 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 (2024)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $21,158,099

Investment Income $8,722

Other Revenue $0

TOTAL REVENUE $21,166,821

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $0

Other Expenses $1,213,525

TOTAL EXPENSES $20,244,935

Year-over-Year Comparison

	2024	2023	Change
Revenue	$21,166,821	$23,468,975	-0.1%
Expenses	$20,244,935	$19,419,795	+0.0%
Net Income	$921,886	$4,049,180	-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

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JENNIFER KANESHIRO	GGS/GGRP - TRUSTEE	1.0	Director	$0	$0	$0
KYLE PEWITT	SOLARA - TRUSTEE	1.0	Director	$0	$0	$0
MARSHA GUNN	CNI - TRUSTEE	1.0	Director	$0	$0	$0
SARAH BROWN	CCB - TRUSTEE	1.0	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
2024	$21,166,821	$20,244,935	$5,475,382	$921,886
2023	$23,468,975	$19,419,795	$4,732,139	$4,049,180
2022	$18,623,624	$19,271,324	$948,225	$-647,700
2021	$14,907,101	$15,220,272	$2,643,128	$-313,171
2020	$14,583,857	$16,422,902	$1,812,935	$-1,839,045
2019	$14,944,554	$13,873,649	$3,897,285	$1,070,905
2018	$16,053,739	$15,414,183	$2,623,693	$639,556
2017	$17,804,428	$16,689,471	$1,722,966	$1,114,957

CN Enterprises Health Plan Trust