CONSTELLATION PECO LIFE INSURANCE TRUST

EIN: 874429560 Mutual Benefit

KENNETT SQUARE, PA

Total Revenue
$1,497,426
Total Expenses
$993,005
Total Assets
$40,885,851
Net Assets
$40,879,731
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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
2022
Legal Domicile
PA
Principal Officer
LISA AGASE
Phone
7792315871
Tax Period
2023-01-01 to 2023-12-31

CONSTELLATION PECO LIFE INSURANCE TRUST, founded in 2022, is a community nonprofit in the Mutual Benefit sector that reported $1.5M in total revenue in fiscal year 2023. Revenue surged 294% from the prior year, signaling strong growth momentum. The organization ran a surplus of $504K, a strong 34% operating margin.

Mission

TO PROVIDE LIFE INSURANCE BENEFITS TO ELIGIBLE MEMBERS.

Program Service Accomplishments

Program 1

THE VEBA TRUST PROVIDES LIFE INSURANCE BENEFITS TO ELIGIBLE EMPLOYEES AND THEIR ELIGIBLE DEPENDENTS AND TO ELIGIBLE RETIREES.

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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 $212,088
Investment Income $1,285,338
Other Revenue $0
TOTAL REVENUE $1,497,426

Expense Breakdown

Grants Paid $0
Salaries & Benefits $-5,453
Fundraising Expenses $0
Other Expenses $82,549
TOTAL EXPENSES $993,005

Year-over-Year Comparison

2023 2022 Change
Revenue $1,497,426 $379,870 +2.9%
Expenses $993,005 $1,026,224 0.0%
Net Income $504,421 $-646,354 -1.8%
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 INSTITUTIONAL TRUSTEE 1.00
$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 $1,497,426 $993,005 $40,885,851 $504,421
2022 $379,870 $1,026,224 $37,965,844 $-646,354
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