KENTUCKY PRIMARY CARE ASSOCIATION HEALTH AND BENEFITS TRUST (EIN 817070859) - 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

Phone

8592261700

Tax Period

2023-01-01 to 2023-12-31

KENTUCKY PRIMARY CARE ASSOCIATION HEALTH AND BENEFITS TRUST, founded in 2017, is a micro nonprofit in the Mutual Benefit sector that reported $13K in total revenue in fiscal year 2023. Revenue fell 100% from the prior year — a significant decline worth monitoring. Expenses of $24K exceeded revenue, resulting in a 92% operating deficit.

Mission

PROVISION OF HEALTH AND WELFARE BENEFITS TO ELIGIBLE PARTICIPANTS.

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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 $12,627

Other Revenue $0

TOTAL REVENUE $12,627

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $23,070

TOTAL EXPENSES $24,243

Year-over-Year Comparison

	2023	2022	Change
Revenue	$12,627	$7,260,693	-1.0%
Expenses	$24,243	$7,244,771	-1.0%
Net Income	$-11,616	$15,922	-1.7%

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
TINA BRYANT	TRUSTEE	5.00	Director	$0	$0	$0
MOLLY LEWIS	TRUSTEE	5.00	Director	$0	$0	$0
WAYNE LINSCOTT	TRUSTEE	5.00	Director	$0	$0	$0
N/A	TRUSTEE	5.00		$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	$12,627	$24,243	$255,602	$-11,616
2022	$7,260,693	$7,244,771	$335,904	$15,922
2021	$6,358,809	$6,143,996	$847,276	$214,813
2020	$5,583,419	$5,564,168	$197,684	$19,251
2019	$4,075,939	$4,064,080	$196,253	$11,859
2018	$3,016,131	$3,015,809	$38,093	$322

KENTUCKY PRIMARY CARE ASSOCIATION HEALTH AND BENEFITS TRUST