DICK ANDERSON CONSTRUCTION INC HEALTH AND WELFARE BENEFIT PLAN (EIN 856783886) - 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

COREY MCGREEVEY

Phone

4064433225

Tax Period

2024-01-01 to 2024-12-31

DICK ANDERSON CONSTRUCTION INC HEALTH AND WELFARE BENEFIT PLAN, founded in 2020, is a community nonprofit in the Mutual Benefit sector that reported $9.0M in total revenue in fiscal year 2024. Expenses of $8.5M left a modest 6% surplus.

Mission

GROUP HEALTH PLAN TRUST TO PROVIDE HEALTH AND MEDICAL REIMBURSEMENT TO EMPLOYEES

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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 $9,041,846

Investment Income $652

Other Revenue $0

TOTAL REVENUE $9,042,498

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $1,949,906

TOTAL EXPENSES $8,524,599

Year-over-Year Comparison

	2024	2023	Change
Revenue	$9,042,498	$8,617,318	+0.0%
Expenses	$8,524,599	$7,580,669	+0.1%
Net Income	$517,899	$1,036,649	-0.5%

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
MARTIN SCHUMA	TRUSTEE	1.00	Officer Director	$0	$0	$0
ALLAN FRANKL	TRUSTEE	1.00	Officer Director	$0	$0	$0
COREY MCGREEVEY	TRUSTEE	1.00	Officer Director	$0	$0	$0
ANNIE RASMUSSEN	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	$9,042,498	$8,524,599	$3,287,854	$517,899
2023	$8,617,318	$7,580,669	$2,829,195	$1,036,649
2022	$7,323,448	$6,614,318	$1,771,541	$709,130
2021	$5,780,819	$5,921,600	$1,064,570	$-140,781

DICK ANDERSON CONSTRUCTION INC HEALTH AND WELFARE BENEFIT PLAN