SALT LAKE CITY CORPORATION POST EMPLOYMENT HEALTH PLAN (EIN 851635027) - 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

2019

Legal Domicile

Principal Officer

Lori Gaitin

Phone

6122168915

Tax Period

2025-01-01 to 2025-12-31

SALT LAKE CITY CORPORATION POST EMPLOYMENT HEALTH PLAN, founded in 2019, is a mid-sized nonprofit in the Mutual Benefit sector that reported $13.2M in total revenue in fiscal year 2025. The organization ran a surplus of $10.1M, a strong 77% operating margin.

Mission

UPON TERMINATION OF EMPLOYMENT PARTICIPANTS SHALL SUBMIT CLAIMS FOR ELIGIBLE HEALTH INSURANCE PREMIUM EXPENSES FOR REIMBURESMENT FROM THE VEBA TRUST. THIS IS THE SOLE PURPOSE OF THE TRUST. THIS VEBA IS RETIREE-ONLY HEALTH REIMBURESMENT AGREEMENT.

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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 (2025)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $3,051,815

Investment Income $0

Other Revenue $10,120,523

TOTAL REVENUE $13,172,338

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $3,046,398

Other Expenses $299,758

TOTAL EXPENSES $3,046,398

Year-over-Year Comparison

	2025	2024	Change
Revenue	$13,172,338	$13,116,266	+0.0%
Expenses	$3,046,398	$2,386,895	+0.3%
Net Income	$10,125,940	$10,729,371	-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	Role	Reportable Comp	Other Comp	Total
Lori Gaitin	Trustee	Director	$0	$0	$0
Mary Beth Thompson	Trustee	Director	$0	$0	$0
Jennifer Overmann	Trustee	Director	$0	$0	$0
Zachary Jeppsen	Trustee	Director	$0	$0	$0
Jerry Philpot	Trustee	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
2025	$13,172,338	$3,046,398	$93,676,353	$10,125,940
2024	$13,116,266	$2,386,895	$83,550,413	$10,729,371
2023	$13,967,916	$2,005,982	$72,821,042	$11,961,934

SALT LAKE CITY CORPORATION POST EMPLOYMENT HEALTH PLAN