THE BLEDSOE HEALTH TRUST (EIN 930478837) - 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

1959

Legal Domicile

Principal Officer

TONY HADLEY

Phone

2063294900

Tax Period

2024-06-01 to 2025-05-31

THE BLEDSOE HEALTH TRUST, founded in 1959, is a mid-sized nonprofit that reported $50.8M in total revenue in fiscal year 2024. The organization ran a surplus of $8.2M, a strong 16% operating margin.

Mission

TO PROVIDE HEALTH BENEFITS TO ELIGIBLE ACTIVE PARTICIPANTS AND THEIR COVERED DEPENDENTS. THE PLAN ALSO PROVIDES HEALTH BENEFITS TO SELF-PAY PARTICIPANTS AND RETIREES FOR WHICH A CONTRIBUTION IS RECEIVED.

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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 $44,251,549

Investment Income $6,569,864

Other Revenue $0

TOTAL REVENUE $50,821,413

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $1,077,184

TOTAL EXPENSES $42,637,999

Year-over-Year Comparison

	2024	2023	Change
Revenue	$50,821,413	$50,593,171	+0.0%
Expenses	$42,637,999	$43,082,160	0.0%
Net Income	$8,183,414	$7,511,011	+0.1%

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

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
DANIEL SILVERMAN	TRUSTEE	1.0	Director	$0	$0	$0
TONY HADLEY	TRUSTEE	1.0	Director	$0	$0	$0
DAYNA ERNER	TRUSTEE	1.0	Director	$0	$0	$0
JAMES GLEASON	TRUSTEE	1.0	Director	$0	$0	$0
Paul Schmitt	Alternate Trustee	1.0	Director	$0	$0	$0
KATE ACOSTA	TRUSTEE	1.0	Director	$0	$0	$0
KUI BEYMER	TRUSTEE	1.0	Director	$0	$0	$0
FRANK HAWK	TRUSTEE	1.0	Director	$0	$0	$0
DOUG HICKS	TRUSTEE	1.0	Director	$0	$0	$0
DOUGLAS MCCARRON	TRUSTEE	1.0	Director	$0	$0	$0
DANIEL SHANLEY	TRUSTEE	1.0	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	$50,821,413	$42,637,999	$181,552,379	$8,183,414
2024	$50,593,171	$43,082,160	$166,532,727	$7,511,011
2023	$51,212,014	$40,958,005	$151,777,312	$10,254,009
2022	$58,852,720	$52,297,645	$147,123,274	$6,555,075
2021	$58,672,183	$47,403,918	$152,540,321	$11,268,265
2020	$60,698,025	$52,878,568	$127,425,284	$7,819,457
2019	$61,128,910	$52,144,135	$120,135,267	$8,984,775
2018	$55,968,480	$53,490,024	$112,963,632	$2,478,456

THE BLEDSOE HEALTH TRUST