UNITYPOINT RURAL HEALTH ALLIANCE BENEFITS TRUST (EIN 852370921) - 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

2020

Legal Domicile

Principal Officer

CHAD BUTTERFIELD

Phone

5152416161

Tax Period

2024-01-01 to 2024-12-31

UNITYPOINT RURAL HEALTH ALLIANCE BENEFITS TRUST, founded in 2020, is a mid-sized nonprofit in the Mutual Benefit sector that reported $29.6M in total revenue in fiscal year 2024. Expenses of $26.6M left a modest 10% surplus.

Mission

TO PROVIDE FOR THE PAYMENT OF LIFE, SICK, ACCIDENT AND OTHER PERMISSIBLE BENEFITS OFFERED UNDER THE PLAN TO THE PARTICIPATING EMPLOYEES AND OTHER PARTICIPANTS THROUGH INSURANCE AND OTHER QUALIFYING BENEFITS.

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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 $29,592,318

Investment Income $-11,597

Other Revenue $0

TOTAL REVENUE $29,580,721

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $4,136,648

TOTAL EXPENSES $26,587,148

Year-over-Year Comparison

	2024	2023	Change
Revenue	$29,580,721	$27,775,046	+0.1%
Expenses	$26,587,148	$24,536,908	+0.1%
Net Income	$2,993,573	$3,238,138	-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

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

$309,893

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
WADE WEIS	TRUSTEE	1.00	Director	$0	$44,872	$309,893
MATT JOHNSON	TRUSTEE	1.00	Director	$0	$0	$0
MICHELLE SLEITER	TRUSTEE	1.00	Director	$0	$0	$0
BRIAN EVANS	TRUSTEE	1.00	Director	$0	$0	$0
JAMES ROETMAN	TRUSTEE	1.00	Director	$0	$0	$0
CHRIS STIPE	TRUSTEE	1.00	Director	$0	$0	$0
CHAD BUTTERFIELD	TRUSTEE CHAI	1.00	Officer Director	$0	$0	$0
ROB COLERICK	TRUSTEE SECR	1.00	Officer Director	$0	$0	$0
GARY JORDAN	TRUSTEE TREA	1.00	Officer 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	$29,580,721	$26,587,148	$12,698,527	$2,993,573
2023	$27,775,046	$24,536,908	$8,247,125	$3,238,138
2022	$23,900,177	$24,894,676	$3,084,455	$-994,499
2021	$21,953,031	$18,796,239	$3,657,607	$3,156,792

UNITYPOINT RURAL HEALTH ALLIANCE BENEFITS TRUST