GEORGIA CHAMBER FEDERATION BENEFIT PLAN TRUST (EIN 831289985) - Form 990 Financial Analysis & Trantor Score

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Tuckman-Chang Vulnerability Assessment

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

2018

Legal Domicile

Principal Officer

MORGAN LAW

Phone

4042232264

Tax Period

2023-01-01 to 2023-12-31

GEORGIA CHAMBER FEDERATION BENEFIT PLAN TRUST is a tax-exempt nonprofit with EIN 831289985, based in ATLANTA, GA. Founded in 2018, the organization files IRS Form 990 and reported its most recent data for fiscal year 2023. In that period, it reported $340,802,371 in total revenue and $339,075,988 in total expenses, with net assets of $11,151,431.

Mission

THE ORGANIZATION IS A MULTIPLE EMPLOYER WELFARE ARRANGEMENT WHICH WAS ESTABLISHED TO PROVIDE SELF-FUNDED MEDICAL AND PRESCRIPTION DRUG BENEFITS FOR ITS MEMBERS.

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Trantor Score

Financial Health & Payment Capacity Assessment (FICO Scale: 300–850)

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

Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $339,244,786

Investment Income $1,557,585

Other Revenue $0

TOTAL REVENUE $340,802,371

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $18,212,438

TOTAL EXPENSES $339,075,988

Year-over-Year Comparison

	2023	2022	Change
Revenue	$340,802,371	$319,048,998	+0.1%
Expenses	$339,075,988	$317,168,272	+0.1%
Net Income	$1,726,383	$1,880,726	-0.1%

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

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
JIM CHASTEEN	CHAIR/TRUSTEE	1.00	Director	$0	$0	$0
MORGAN LAW	PLAN ADMINISTRATOR/TRUSTEE	1.00	Director	$0	$0	$0
BENJAMIN J TARBUTTON III	TRUSTEE	1.00	Director	$0	$0	$0
SAMUEL L GUDE III	TRUSTEE	1.00	Director	$0	$0	$0
HANNAH M WEISS	TRUSTEE	1.00	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	No data	No data	No data	No data
2023	$340,802,371	$339,075,988	$89,356,262	$1,726,383
2022	$319,048,998	$317,168,272	$81,153,926	$1,880,726
2021	$290,215,014	$288,379,691	$72,418,061	$1,835,323
2020	$232,151,154	$230,446,298	$59,897,580	$1,704,856
2019	$91,095,740	$89,544,043	$23,359,245	$1,551,697

GEORGIA CHAMBER FEDERATION BENEFIT PLAN TRUST