PACIFICORP UNION EMPLOYEES WELFARE (EIN 943237150) - 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

1993

Legal Domicile

Phone

4122342242

Tax Period

2024-01-01 to 2024-12-31

PACIFICORP UNION EMPLOYEES WELFARE, founded in 1993, is a community nonprofit that reported $5.3M in total revenue in fiscal year 2024. Revenue fell 33% from the prior year — a significant decline worth monitoring. Expenses of $9.5M exceeded revenue, resulting in a 80% operating deficit.

Mission

THIS VEBA PROVIDES POST RETIREMENT MEDICAL BENEFITS FOR ELIGIBLE BARGAINING RETIREES.

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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 $1,442,538

Investment Income $3,845,944

Other Revenue $2,710

TOTAL REVENUE $5,291,192

Expense Breakdown

Grants Paid $0

Salaries & Benefits $27,183

Fundraising Expenses $0

Other Expenses $601,839

TOTAL EXPENSES $9,507,479

Year-over-Year Comparison

	2024	2023	Change
Revenue	$5,291,192	$7,881,202	-0.3%
Expenses	$9,507,479	$9,598,209	0.0%
Net Income	$-4,216,287	$-1,717,007	+1.5%

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
THE BANK OF NEW YORK MELLON	TRUSTEE (SEE SCHEDULE O)	0.0		$27,183	$0	$27,183

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	$5,291,192	$9,507,479	$187,292,114	$-4,216,287
2023	$7,881,202	$9,598,209	$190,384,278	$-1,717,007
2022	$4,639,480	$10,313,103	$184,368,441	$-5,673,623
2021	$9,647,295	$10,616,254	$242,042,398	$-968,959
2020	$42,623,125	$11,414,726	$245,095,194	$31,208,399
2019	$18,520,323	$10,191,442	$232,058,469	$8,328,881
2018	$27,523,966	$12,186,189	$201,998,714	$15,337,777

PACIFICORP UNION EMPLOYEES WELFARE