Power Engineers Inc Employee Benefit Plan (EIN 900474836) - 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

2007

Legal Domicile

Principal Officer

Lora Dahle

Phone

2082886100

Tax Period

2024-01-01 to 2024-12-31

Power Engineers Inc Employee Benefit Plan, founded in 2007, is a mid-sized nonprofit that reported $64.4M in total revenue in fiscal year 2024. Revenue grew 17% year-over-year, indicating healthy expansion. Expenses of $62.2M left a modest 3% surplus.

Mission

The trust provides medical, vision, and dental benefits to all full-time, part-time, and temporary employees of Power Engineers, Inc., who are 18 or more years of age and their dependents.

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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 $64,225,850

Investment Income $165,022

Other Revenue $0

TOTAL REVENUE $64,390,872

Expense Breakdown

Grants Paid $0

Salaries & Benefits $5,000

Fundraising Expenses $0

Other Expenses $5,960,661

TOTAL EXPENSES $62,156,245

Year-over-Year Comparison

	2024	2023	Change
Revenue	$64,390,872	$54,914,357	+0.2%
Expenses	$62,156,245	$54,146,285	+0.1%
Net Income	$2,234,627	$768,072	+1.9%

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	Hours/Week	Role	Reportable Comp	Other Comp	Total
N/A	Trustee	1.00		$5,000	$0	$5,000

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	$64,390,872	$62,156,245	$8,074,972	$2,234,627
2023	$54,914,357	$54,146,285	$5,402,242	$768,072
2022	$42,854,410	$44,961,764	$4,634,170	$-2,107,354
2021	$36,639,487	$37,223,181	$6,741,524	$-583,694
2020	$32,779,558	$31,760,342	$7,325,218	$1,019,216
2019	$31,367,621	$31,373,016	$6,306,002	$-5,395
2018	$30,097,171	$28,742,742	$6,311,397	$1,354,429

Power Engineers Inc Employee Benefit Plan