PINNACLE WEST CAPITAL CORPORATION NON-UNION HEALTH BENEFITS TRUST (EIN 816134353) - Form 990 Financial Analysis & Trantor Score

🔒

Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Financial Trends

Organization Details

Formation Year

2018

Principal Officer

BRIAN HAWKO

Phone

6176649564

Tax Period

2023-01-01 to 2023-12-31

PINNACLE WEST CAPITAL CORPORATION NON-UNION HEALTH BENEFITS TRUST, founded in 2018, is a micro nonprofit in the Mutual Benefit sector that reported $37.8M in total revenue in fiscal year 2023. Revenue fell 434% from the prior year — a significant decline worth monitoring.

Mission

PROVIDE BENEFITS TO ELIGIBLE MEMBERS.

🔒

Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

Sign in to view Trantor Score and financial metrics

Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $0

Investment Income $-37,800,910

Other Revenue $522

TOTAL REVENUE $-37,800,388

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $0

Other Expenses $2,632,363

TOTAL EXPENSES $12,270,131

Year-over-Year Comparison

	2023	2022	Change
Revenue	$-37,800,388	$11,302,340	-4.3%
Expenses	$12,270,131	$14,211,504	-0.1%
Net Income	$-50,070,519	$-2,909,164	+16.2%

Key Indicators

✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✗ Schedule B Required

🔒

Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

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
STATE STREET BANK TRUST CO	TRUSTEE	1.0		$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	No data	No data	No data	No data
2023	$-37,800,388	$12,270,131	$50,927,305	$-50,070,519
2022	$11,302,340	$14,211,504	$50,162,607	$-2,909,164
2021	$11,073,164	$12,925,118	$79,138,281	$-1,851,954
2020	$9,263,575	$11,480,863	$71,989,355	$-2,217,288
2019	$13,147,496	$18,021,935	$70,881,897	$-4,874,439
2018	$24,738,333	$41,139,390	$70,249,762	$-16,401,057

PINNACLE WEST CAPITAL CORPORATION NON-UNION HEALTH BENEFITS TRUST