INLANDBOATMEN'S UNION OF THE PACIFIC NATIONAL HEALTH BENEFIT TRUST (EIN 930864012) - 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

1984

Legal Domicile

Principal Officer

LEE EGLAND

Phone

5032240048

Tax Period

2023-01-01 to 2023-12-31

INLANDBOATMEN'S UNION OF THE PACIFIC NATIONAL HEALTH BENEFIT TRUST, founded in 1984, is a mid-sized nonprofit that reported $34.7M in total revenue in fiscal year 2023. Expenses of $32.9M left a modest 5% surplus.

Mission

TO PROVIDE HEALTH AND WELFARE 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 (2023)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $33,903,285

Investment Income $803,577

Other Revenue $14,167

TOTAL REVENUE $34,721,029

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $1,788,867

TOTAL EXPENSES $32,915,096

Year-over-Year Comparison

	2023	2022	Change
Revenue	$34,721,029	$33,535,368	+0.0%
Expenses	$32,915,096	$34,340,208	0.0%
Net Income	$1,805,933	$-804,840	-3.2%

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

Independent Members

N/A

Employees

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
LEE EGLAND	CO-CHAIR	0.5	Director	$0	$0	$0
JAY UBELHART	CO-CHAIR	0.5	Director	$0	$0	$0
MICHAEL ANDERSON	TRUSTEE	0.5	Director	$0	$0	$0
JOHN SKOW	TRUSTEE	0.5	Director	$0	$0	$0
MATT HAINLEY	TRUSTEE	0.5	Director	$0	$0	$0
BRIAN DODGE	TRUSTEE	0.5	Director	$0	$0	$0
MIKE O'CONNOR	TRUSTEE	0.5	Director	$0	$0	$0
PETER HART	TRUSTEE	0.5	Director	$0	$0	$0
PATRICK MURPHY	TRUSTEE	0.5	Director	$0	$0	$0
ROBERT ESTRADA	TRUSTEE	0.5	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
2024	No data	No data	No data	No data
2023	$34,721,029	$32,915,096	$53,947,148	$1,805,933
2022	$33,535,368	$34,340,208	$49,082,416	$-804,840
2021	$31,711,005	$26,455,642	$51,210,144	$5,255,363
2020	$31,475,986	$27,475,562	$47,935,844	$4,000,424
2019	$31,361,927	$26,958,813	$41,361,374	$4,403,114
2018	$31,083,006	$30,501,443	$36,835,340	$581,563

INLANDBOATMEN'S UNION OF THE PACIFIC NATIONAL HEALTH BENEFIT TRUST