SIU PACIFIC DISTRICT SUPPLEMENTAL BENEFITS FUND INC (EIN 941431246) - 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

MATTHEW HENNING

Phone

4157644990

Tax Period

2023-08-01 to 2024-07-31

SIU PACIFIC DISTRICT SUPPLEMENTAL BENEFITS FUND INC, founded in 1959, is a mid-sized nonprofit that reported $18.8M in total revenue in fiscal year 2023. Revenue surged 21% from the prior year, signaling strong growth momentum.

Mission

TO PROVIDE VACATION BENEFITS

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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 $18,630,293

Investment Income $203,085

Other Revenue $0

TOTAL REVENUE $18,833,378

Expense Breakdown

Grants Paid $0

Salaries & Benefits $305,730

Fundraising Expenses $0

Other Expenses $158,012

TOTAL EXPENSES $18,333,136

Year-over-Year Comparison

	2023	2022	Change
Revenue	$18,833,378	$15,609,531	+0.2%
Expenses	$18,333,136	$15,179,876	+0.2%
Net Income	$500,242	$429,655	+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

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

$176,230

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
MICHELLE CHANG	ADMINISTRATOR	7.0	Key Emp	$151,155	$25,075	$176,230
DAN GAIPA	EMPLOYEE	11.0	Highest	$105,113	$37,010	$142,123
Thomas Percival	trustee	0.5	Director	$0	$0	$0
DANNY DEFANTI	TRUSTEE	0.5	Director	$0	$0	$0
Anthony Poplawski	trustee	0.5	Director	$0	$0	$0
Nicholas Marrone	trustee	0.5	Director	$0	$0	$0
DAVE CONNOLLY	TRustee	0.5	Director	$0	$0	$0
MICHAEL LABONTE	TRUSTEE	0.5	Director	$0	$0	$0
SEE SCHEDULE O FOR COMPENSATION	PAID BY RELATED ORGANIZATIONS	0.0	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	No data	No data	No data	No data
2024	$18,833,378	$18,333,136	$7,970,729	$500,242
2023	$15,609,531	$15,179,876	$6,883,240	$429,655
2022	$16,125,624	$16,410,508	$6,292,709	$-284,884
2021	$15,032,337	$14,523,322	$6,680,887	$509,015
2020	$14,522,928	$14,475,307	$6,084,111	$47,621
2019	$14,642,785	$14,267,558	$5,376,952	$375,227
2018	$14,192,342	$13,827,067	$5,076,856	$365,275

SIU PACIFIC DISTRICT SUPPLEMENTAL BENEFITS FUND INC