PLAN SPONSOR TRUST OF ORCHARD PARK CCRC INC DBA FOX RUN AT ORCHARD PARK

EIN: 884165569 Mutual Benefit

CLINTON, IA

Total Revenue
$971,018
Total Expenses
$876,336
Total Assets
$223,360
Net Assets
$223,159
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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
2023
Legal Domicile
SD
Principal Officer
PATRICIA REIMANN
Phone
7162456100
Tax Period
2024-01-01 to 2024-12-31

PLAN SPONSOR TRUST OF ORCHARD PARK CCRC INC DBA FOX RUN AT ORCHARD PARK, founded in 2023, is a small nonprofit in the Mutual Benefit sector that reported $971K in total revenue in fiscal year 2024. Revenue grew 10% year-over-year, indicating healthy expansion. Expenses of $876K left a modest 10% surplus.

Mission

TO PROVIDE QUALIFIED HEALTH AND WELFARE BENEFITS THROUGH A HEALTH REIMBURSEMENT ARRANGEMENT (HRA).

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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 (2024)

Revenue Breakdown

Contributions & Grants $0
Program Service Revenue $966,751
Investment Income $4,267
Other Revenue $0
TOTAL REVENUE $971,018

Expense Breakdown

Grants Paid $0
Salaries & Benefits $0
Fundraising Expenses $0
Other Expenses $908
TOTAL EXPENSES $876,336

Year-over-Year Comparison

2024 2023 Change
Revenue $971,018 $879,899 +0.1%
Expenses $876,336 $751,422 +0.2%
Net Income $94,682 $128,477 -0.3%
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
1
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 TRUSTEE 0.00
$0 $30 $30
N/A TRUSTEE 0.00
$0 $18 $18
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 $971,018 $876,336 $223,360 $94,682
2023 $879,899 $751,422 $128,857 $128,477
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