ICI BENEFITS CONSORTIUM TRUST

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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

2019

Legal Domicile

Principal Officer

LAURA BRIDGES

Phone

3172366084

Tax Period

2024-01-01 to 2024-12-31

ICI BENEFITS CONSORTIUM TRUST, founded in 2019, is a mid-sized nonprofit that reported $11.3M in total revenue in fiscal year 2024. Expenses of $12.7M exceeded revenue, resulting in a 12% operating deficit.

Mission

THE TRUST WAS ESTABLISHED TO PROVIDE FOR EMPLOYEE BENEFITS TO EMPLOYEES OF MEMBERS.

Program Service Accomplishments

Program 1

THE SOLE PURPOSE AND ACTIVITY OF THE TRUST IS TO PROVIDE FOR EMPLOYEE BENEFITS TO THE EMPLOYEES OF ICI BENEFITS CONSORTIUM MEMBER INSTITUTIONS UNDER A MULTIPLE EMPLOYER WELFARE ARRANGEMENT.

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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 $10,985,224

Investment Income $328,856

Other Revenue $0

TOTAL REVENUE $11,314,080

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $2,673,924

TOTAL EXPENSES $12,669,177

Year-over-Year Comparison

	2024	2023	Change
Revenue	$11,314,080	$10,794,992	+0.0%
Expenses	$12,669,177	$10,606,362	+0.2%
Net Income	$-1,355,097	$188,630	-8.2%

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
GINA SCOTT	SECRETARY	1.00	Officer Director	$0	$0	$0
LAURA BRIDGES	PRESIDENT	4.00	Officer Director	$0	$0	$0
ANDY MCKEE	TRUSTEE	1.00	Director	$0	$0	$0
ZAIGEN HALCOMB	VICE PRESIDENT	1.00	Officer Director	$0	$0	$0
HOLLY SIPE	TREASURER	1.00	Officer Director	$0	$0	$0
STEPHANIE KIRBY	TRUSTEE	1.00	Director	$0	$0	$0
PAULA SHREVE	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	$11,314,080	$12,669,177	$5,954,232	$-1,355,097
2023	$10,794,992	$10,606,362	$7,970,680	$188,630
2022	$11,126,910	$9,345,126	$7,390,161	$1,781,784
2021	$10,955,240	$8,822,392	$5,604,972	$2,132,848
2020	$10,776,052	$9,805,433	$3,121,379	$970,619
2019	$500,185	$48	$947,827	$500,137