POST-RETIREMENT BENEFIT TRUST FOR SHARED

EIN: 836185617 Mutual Benefit

PITTSBURGH, PA

Total Revenue
$20,550,291
Total Expenses
$19,215,548
Total Assets
$3,748,079
Net Assets
$3,748,079
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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
2018
Legal Domicile
NY
Phone
4122342242
Tax Period
2023-01-01 to 2023-12-31

POST-RETIREMENT BENEFIT TRUST FOR SHARED, founded in 2018, is a mid-sized nonprofit in the Mutual Benefit sector that reported $20.6M in total revenue in fiscal year 2023. Revenue grew 17% year-over-year, indicating healthy expansion. Expenses of $19.2M left a modest 6% surplus.

Mission

PROVIDE BENEFITS TO ELIGIBLE MEMBERS.

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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%)

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Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $0
Program Service Revenue $20,372,048
Investment Income $178,243
Other Revenue $0
TOTAL REVENUE $20,550,291

Expense Breakdown

Grants Paid $0
Salaries & Benefits $0
Fundraising Expenses $0
Other Expenses $109,464
TOTAL EXPENSES $19,215,548

Year-over-Year Comparison

2023 2022 Change
Revenue $20,550,291 $17,511,141 +0.2%
Expenses $19,215,548 $21,459,664 -0.1%
Net Income $1,334,743 $-3,948,523 -1.3%
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

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Governance

Voting Members
1
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
0
$0
Total Directors
0
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
N/A TRUSTEE (SEE SCHEDULE O) N/A
$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 $20,550,291 $19,215,548 $3,748,079 $1,334,743
2022 $17,511,141 $21,459,664 $2,413,716 $-3,948,523
2021 $18,611,167 $17,964,956 $6,361,257 $646,211
2020 $21,925,739 $20,016,018 $5,715,258 $1,909,721
2019 $14,252,938 $22,699,413 $3,806,352 $-8,446,475
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