PORTLAND GENERAL ELECTRIC COMPANY EMPLOYEES' BENEFIT TRUST (EIN 930825790) - 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

2002

Legal Domicile

Principal Officer

NORTHERN TRUST COMPANY

Phone

5034647192

Tax Period

2025-01-01 to 2025-12-31

PORTLAND GENERAL ELECTRIC COMPANY EMPLOYEES' BENEFIT TRUST, founded in 2002, is a community nonprofit that reported $5.6M in total revenue in fiscal year 2025. Revenue grew 10% year-over-year, indicating healthy expansion. The organization ran a surplus of $3.1M, a strong 56% operating margin.

Mission

PROVIDING PAYMENTS OF CLAIMS FOR HEALTH AND WELFARE.

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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 (2025)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $4,605,652

Investment Income $782,881

Other Revenue $183,884

TOTAL REVENUE $5,572,417

Expense Breakdown

Grants Paid $0

Salaries & Benefits $38,786

Fundraising Expenses $0

Program Expenses $2,471,433

Other Expenses $2,432,647

TOTAL EXPENSES $2,471,433

Year-over-Year Comparison

	2025	2024	Change
Revenue	$5,572,417	$5,059,151	+0.1%
Expenses	$2,471,433	$2,426,736	+0.0%
Net Income	$3,100,984	$2,632,415	+0.2%

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

N/A

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
N/A	TRUSTEE	1.00		$38,786	$0	$38,786

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	$5,572,417	$2,471,433	$16,286,085	$3,100,984
2024	No data	No data	No data	No data
2023	$11,843,061	$8,677,327	$10,314,012	$3,165,734
2022	$6,822,360	$16,097,344	$7,076,122	$-9,274,984
2021	$4,635,440	$3,950,459	$20,305,877	$684,981
2020	$1,566,271	$2,074,673	$19,774,924	$-508,402
2019	$4,254,393	$4,823,280	$19,519,698	$-568,887

PORTLAND GENERAL ELECTRIC COMPANY EMPLOYEES' BENEFIT TRUST