KAISER PERMANENTE LABOR MANAGEMENT PARTNERSHIP TRUST (EIN 943382057) - 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

2001

Legal Domicile

Principal Officer

BOARD OF TRUSTEES

Phone

9252566321

Tax Period

2023-01-01 to 2023-12-31

KAISER PERMANENTE LABOR MANAGEMENT PARTNERSHIP TRUST, founded in 2001, is a mid-sized nonprofit in the Employment sector that reported $23.0M in total revenue in fiscal year 2023. Revenue grew 17% year-over-year, indicating healthy expansion.

Mission

TO FUND COOPERATIVE ACTIONS BETWEEN ORGANIZATIONS PARTICIPATING IN THE KAISER PERMANENTE MEDICAL CARE PROGRAM AND THE COALITION OF KAISER PERMANENTE UNIONS, AFL-CIO.

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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 $22,419,269

Program Service Revenue $0

Investment Income $582,141

Other Revenue $0

TOTAL REVENUE $23,001,410

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $23,588,310

TOTAL EXPENSES $23,588,310

Year-over-Year Comparison

	2023	2022	Change
Revenue	$23,001,410	$19,681,184	+0.2%
Expenses	$23,588,310	$19,594,364	+0.2%
Net Income	$-586,900	$86,820	-7.8%

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

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
MEG NIEMI	TRUSTEE, CO-CHAIR	5.00	Director	$0	$0	$0
TAMARA RUBYN	TRUSTEE	1.00	Director	$0	$0	$0
JIM PRUITT	TRUSTEE	1.00	Director	$0	$0	$0
DAVID REGAN	TRUSTEE	1.00	Director	$0	$0	$0
STEVEN SHIELDS	TRUSTEE, CO-CHAIR	5.00	Director	$0	$0	$0
CHRIS CLAGG	TRUSTEE	1.00	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	$23,001,410	$23,588,310	$29,979,811	$-586,900
2022	$19,681,184	$19,594,364	$27,009,106	$86,820
2021	$19,199,099	$20,383,317	$27,523,776	$-1,184,218
2020	$22,060,918	$19,525,574	$32,440,226	$2,535,344
2019	$23,334,903	$22,400,188	$31,664,265	$934,715
2018	$31,643,781	$30,748,866	$29,054,571	$894,915

KAISER PERMANENTE LABOR MANAGEMENT PARTNERSHIP TRUST