PUBLIC SAFETY EMP ASSOCIATION HEALTH AND WELFARE TRUST (EIN 920138258) - 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

1991

Legal Domicile

Principal Officer

BEN ENDRES

Phone

9072307000

Tax Period

2018-12-01 to 2019-11-30

PUBLIC SAFETY EMP ASSOCIATION HEALTH AND WELFARE TRUST, founded in 1991, is a community nonprofit that reported $7.3M in total revenue in fiscal year 2018. Revenue fell 45% from the prior year — a significant decline worth monitoring. Expenses of $6.5M left a modest 12% surplus.

Mission

TO PROVIDE HEALTH & WELFARE BENEFITS TO ELIGIBLE MEMBERS.

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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 (2018)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $7,257,014

Investment Income $73,328

Other Revenue $0

TOTAL REVENUE $7,330,342

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $129,226

TOTAL EXPENSES $6,462,822

Year-over-Year Comparison

	2018	2017	Change
Revenue	$7,330,342	$13,257,718	-0.4%
Expenses	$6,462,822	$12,949,132	-0.5%
Net Income	$867,520	$308,586	+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

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
JESS CARSON	TRUSTEE	0.50	Director	$0	$0	$0
YUMI MCCULLOCH	TRUSTEE	0.50	Director	$0	$0	$0
CRAIG LEWIS	TRUSTEE	0.50	Director	$0	$0	$0
JAKE METCALFE	TRUSTEE (FORMER)	0.50	Director	$0	$0	$0
DOUG MASSIE	VICE CHARIMAN	0.50	Officer Director	$0	$0	$0
BEN ENDRES	CHAIRMAN	0.50	Officer Director	$0	$0	$0
MEAGAN CARMICHAEL	TRUSTEE	0.50	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
2019	$7,330,342	$6,462,822	No data	$867,520
2018	$13,257,718	$12,949,132	$3,482,535	$308,586

PUBLIC SAFETY EMP ASSOCIATION HEALTH AND WELFARE TRUST