Apea-aft Health and Welfare Trust
Nonprofit profile at a glance
- EIN
- 527332235
- IRS 990 coverage
- 2009–2024
- Forms available
- Form 990 2024
- Location
- Anchorage, AK, USA
- Phone
- 9075615119
- Rating confidence
- Limited
- Sector
- Voluntary Employees Beneficiary Associations (Government)
Reported finances
- Revenue
- $5,821,430
- Expenses
- $5,912,111
- Assets
- $11,749,281
- Liabilities
- $1,264,992
Source: IRS Form 990. Selected filing: tax year 2024. Amounts in USD.
Leadership & pay
4 people listed
People named in this filing
- LISA PETERSEN (CHAIRMAN)
- JEFFREY KASPER (TRUSTEE)
- LOVEANN TRUITT (TRUSTEE)
Selected names, not a complete roster or a statement of current roles. Open leadership details for the complete filed list.
Source: IRS Form 990. Selected filing: tax year 2024. Names and roles reflect this filing, not necessarily current officeholders.
Overview
Mission
To provide health benefits to eligible participants of the plan
Operating model
- Revenue model
- Earned-program. 93% of the money available for current operations came from fees and other program revenue.
- Distribution model
- Cannot be determined from the filing. The filing does not provide enough consistent spending detail to tell whether the nonprofit works directly or through others.
The verdict
- The available evidence is not sufficient to produce an overall rating for this filing. This is not a warning sign.
Rating breakdown
- Financial Efficiency: NotEnoughData
- Transparency & Controls: 90
- Accountability: 42
- Sustainability: 49
- Growth: 60
Detailed rating inputs
Financial Efficiency
- Mission deployment rate: Limited
- Program expense ratio: Limited
- Fundraising efficiency: Limited
Transparency & Controls
- Consistency checks: 100%; rating input score 100; 63rd percentile among comparable filings
- Pay-setting controls: Limited
- Foreign activity oversight: Limited
- Grant itemization coverage: Limited
- Major donor itemization: Limited
- Related-party transparency: Limited
Accountability
- Independent voting board: 0%; rating input score 0; 3rd percentile among comparable filings
- Governance controls: 7 of 7 controls in place; rating input score 100
- Conflict-of-interest policy: Pass
- Whistleblower policy: Pass
- Document-retention policy: Pass
- CEO compensation review process: NotApplicable
- Other executive compensation review process: NotApplicable
- Form 990 shared with the board: Pass
- Board meeting minutes documented: Pass
- Audit committee oversight: Pass
- Independent financial-statement audit: Pass
Sustainability
- Operating margin: -1.6%; rating input score 28; 28th percentile among comparable filings
- Total-asset coverage ratio: 1.99; rating input score 62; 62nd percentile among comparable filings
- Liabilities to assets ratio: 0.11; rating input score 57; 57th percentile among comparable filings
- Officer compensation ratio: 0%; rating input score 91; 91st percentile among comparable filings
Growth
- Program expense growth: Limited
- Revenue growth: 1.9% per year; rating input score 100; 20th percentile among comparable filings
- Asset growth: 9.3% per year; rating input score 100; 56th percentile among comparable filings
Details
- Where the money goes: Financial trends and filed revenue, expense, asset, and liability detail
- Governance: 0 of 4 board members independent · 7 of 7 filing controls reported
- Programs: 1 filed program accomplishment
- Leadership: top reported pay $0 · 4 people listed
- Highest-paid contractors: 1 contractor listed · $158K reported
- Consistency: 11 of 11 current checks pass
- Schedules: 3 filed schedules
- Filing history: 14 filing years from 2009 to 2024
- Contacts: How to reach this organization
- Related organizations: 2 filed related-organization links
- Grant readiness: Federal tax and exclusion status, award history, and grant-maker relationships.
- People: Everyone the filings name, and which of them the filings identify by more than a name.
Key Signals
Signals prioritize questions for review. They are not findings of misconduct.
- High — Accountability: Independent voting board scored 0/100.
- High — Sustainability: Operating margin scored 28/100.
- Review — Sustainability: Liabilities to assets ratio scored 57/100.