ASEAAFSCME LOCAL 52 HEALTH BENEFITS TRUST (EIN 920174160) - 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

2000

Legal Domicile

Principal Officer

JODI ANDRES

Phone

8665538206

Tax Period

2024-07-01 to 2025-06-30

ASEAAFSCME LOCAL 52 HEALTH BENEFITS TRUST, founded in 2000, is a major nonprofit in the Mutual Benefit sector that reported $193.3M in total revenue in fiscal year 2024.

Mission

TO PROVIDE HEALTH BENEFITS TO QUALIFIED PARTICIPANTS

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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 $173,072,708

Investment Income $20,187,590

Other Revenue $0

TOTAL REVENUE $193,260,298

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $3,291,172

TOTAL EXPENSES $204,555,792

Year-over-Year Comparison

	2024	2023	Change
Revenue	$193,260,298	$185,207,982	+0.0%
Expenses	$204,555,792	$190,782,032	+0.1%
Net Income	$-11,295,494	$-5,574,050	+1.0%

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
JODI ANDRES	CHAIRMAN	1.00	Officer Director	$0	$0	$0
TRACY COON	SECRETARY	1.00	Officer Director	$0	$0	$0
BRITTANY STAKER	TRUSTEE (FORMERLY SECRETARY)	1.00	Director	$0	$0	$0
SHAWN STAKER	TRUSTEE	1.00	Director	$0	$0	$0
CHELSEA SIEH	TRUSTEE	1.00	Director	$0	$0	$0
CHARISSE MILLETT	TRUSTEE	1.00	Director	$0	$0	$0
ANDREW HILLS	TRUSTEE (OUTGOING)	1.00	Director	$0	$0	$0
MICHAEL WILLIAMS	BOARD MEMBER EMERITUS	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
2025	$193,260,298	$204,555,792	$257,525,693	$-11,295,494
2024	No data	No data	No data	No data
2023	$185,486,552	$175,153,077	$260,204,148	$10,333,475
2022	$194,268,845	$172,322,405	$244,698,282	$21,946,440
2021	$187,703,443	$168,209,849	$292,530,544	$19,493,594
2020	$166,793,041	$153,493,186	$227,489,356	$13,299,855
2019	$151,553,886	$140,068,684	$199,067,932	$11,485,202

ASEAAFSCME LOCAL 52 HEALTH BENEFITS TRUST