Talen Energy Bargaining Unit Retiree Health Plan Tr
EIN: 477009840 · Pittsburgh, PA · NTEE: J99
| Metric | Value |
|---|---|
| Total Revenue | $43.8M |
| Total Expenses | $178K |
| Net Assets | $58.8M |
Is Talen Energy Bargaining Unit Retiree Health Plan Tr Legit?
Insufficient Data
Assessment based on IRS 990 filings, spending patterns, and AI analysis. Not a guarantee of legitimacy. Full charity check →
About Talen Energy Bargaining Unit Retiree Health Plan Tr
Talen Energy Bargaining Unit Retiree Health Plan Tr (EIN: 477009840) is a nonprofit organization based in Pittsburgh, PA, classified under NTEE code J99. The organization reported total revenue of $43.8M and total assets of $58.4M according to its most recent IRS 990 filing. This transparency report provides an AI-powered analysis of Talen Energy Bargaining Unit Retiree Health Plan Tr's financial health, spending patterns, executive compensation, and overall mission effectiveness based on publicly available IRS data.
Organization Overview
Talen Energy Bargaining Unit Retiree Health Plan Tr is a large nonprofit that has been operating for 9 years, with 9 years of IRS 990 filings on record (2015–2023). Revenue has grown at a compound annual rate of -0.4%.
Key Financial Metrics (2023)
From the most recent IRS 990 filing on record:
| Total Revenue | $5.3M |
| Total Expenses | $178K |
| Surplus / Deficit | +$5.2M |
| Total Assets | $58.8M |
| Net Assets | $58.8M |
| Operating Margin | 96.7% |
| Months of Reserves | 3957.5 months |
Financial Health Grade: A
In 2023, Talen Energy Bargaining Unit Retiree Health Plan Tr reported a surplus of $5.2M with revenue exceeding expenses, holds 3957.5 months of operating reserves (strong position).
Financial Trends
Over 9 years of filings (2015–2023), Talen Energy Bargaining Unit Retiree Health Plan Tr's revenue has declined at a compound annual growth rate (CAGR) of -0.4%.
| Year | Revenue Change | Expense Change | Asset Change |
|---|---|---|---|
| 2023 | +189.9% | -0.9% | +8.9% |
| 2022 | -52.7% | +0.6% | -13.6% |
| 2021 | -3.7% | +37.4% | +2.6% |
| 2020 | -23.8% | +20.1% | +11.5% |
| 2019 | +96.2% | -83.5% | +21.5% |
IRS Tax-Exempt Classification
| IRS Classification Codes | 1000 |
| IRS Ruling Date | 2017 |
Classification data from ProPublica Nonprofit Explorer. Additional BMF data may be available after enrichment.
AI Analysis Pending
AI enrichment for Talen Energy Bargaining Unit Retiree Health Plan Tr has not yet been completed. Basic IRS 990 data is shown below. Check back later for a full transparency report including a Mission Score, spending breakdown, executive compensation analysis, and red flags assessment.
Mission Effectiveness Score
NonprofitSpending's AI analysis rates Talen Energy Bargaining Unit Retiree Health Plan Tr with a Mission Score of 0 out of 100 (Very Poor). This score reflects the organization's overall financial transparency, program spending efficiency, and governance indicators derived from IRS 990 public filings.
Key Financial Metrics (2023)
From the most recent IRS 990 filing on record:
- The organization reported a surplus of $5.2M, with revenue exceeding expenses.
Frequently Asked Questions about Talen Energy Bargaining Unit Retiree Health Plan Tr
Is Talen Energy Bargaining Unit Retiree Health Plan Tr a legitimate charity?
Talen Energy Bargaining Unit Retiree Health Plan Tr (EIN: 477009840) is a registered tax-exempt nonprofit based in Pennsylvania. It has 9 years of IRS 990 filings on record. Total revenue: $43.8M. No red flags identified. Financial health grade: A.
How does Talen Energy Bargaining Unit Retiree Health Plan Tr spend its money?
Talen Energy Bargaining Unit Retiree Health Plan Tr reported $43.8M in total revenue in IRS 990 filings. 9 years of filing data available. Revenue exceeded expenses in the most recent year. Review the full spending breakdown on NonprofitSpending.
Are donations to Talen Energy Bargaining Unit Retiree Health Plan Tr tax-deductible?
Talen Energy Bargaining Unit Retiree Health Plan Tr is registered as a tax-exempt nonprofit (EIN: 477009840). Donations to most 501(c)(3) organizations are tax-deductible. Consult a tax professional for your specific situation.
Where is Talen Energy Bargaining Unit Retiree Health Plan Tr located?
Talen Energy Bargaining Unit Retiree Health Plan Tr is headquartered in Pittsburgh, Pennsylvania and files with the IRS under EIN 477009840. It is classified under NTEE code J99.
How many years of IRS 990 filings does Talen Energy Bargaining Unit Retiree Health Plan Tr have?
Talen Energy Bargaining Unit Retiree Health Plan Tr has 9 years of IRS 990 filings on record at NonprofitSpending. This extensive filing history provides a strong basis for evaluating long-term financial trends. The most recent filing shows $43.8M in total revenue.
Filing History
IRS 990 filing history for Talen Energy Bargaining Unit Retiree Health Plan Tr showing financial trends over 9 years of public records:
Over 9 years of IRS 990 filings (2015–2023), Talen Energy Bargaining Unit Retiree Health Plan Tr's revenue has declined by 3.4%, moving from $5.5M to $5.3M. Total assets increased by 1001.1% over the same period, from $5.3M to $58.8M. Total functional expenses rose by 3030.8%, from $6K to $178K. In its most recent filing year (2023), Talen Energy Bargaining Unit Retiree Health Plan Tr reported a surplus of $5.2M, with revenue exceeding expenses.
| Year | Revenue | Expenses | Assets | Liabilities | Officer Comp. % | |
|---|---|---|---|---|---|---|
| 2023 | $5.3M | $178K | $58.8M | $0 | — | — |
| 2022 | $1.8M | $180K | $54.0M | $343K | — | — |
| 2021 | $3.9M | $179K | $62.5M | $110K | — | View 990 |
| 2020 | $4.0M | $130K | $61.0M | $0 | — | — |
| 2019 | $5.3M | $108K | $54.7M | $0 | — | View 990 |
| 2018 | $2.7M | $656K | $45.0M | $0 | — | View 990 |
| 2017 | $3.7M | $977K | $47.1M | $0 | — | View 990 |
| 2016 | $2.6M | $243K | $41.5M | $0 | — | View 990 |
| 2015 | $5.5M | $6K | $5.3M | $0 | — | View 990 |
Year-by-Year Financial Summary
- 2023: Revenue of $5.3M, expenses of $178K, and assets of $58.8M (revenue +189.9% year-over-year).
- 2022: Revenue of $1.8M, expenses of $180K, and assets of $54.0M (revenue -52.7% year-over-year).
- 2021: Revenue of $3.9M, expenses of $179K, and assets of $62.5M (revenue -3.7% year-over-year).
- 2020: Revenue of $4.0M, expenses of $130K, and assets of $61.0M (revenue -23.8% year-over-year).
- 2019: Revenue of $5.3M, expenses of $108K, and assets of $54.7M (revenue +96.2% year-over-year).
- 2018: Revenue of $2.7M, expenses of $656K, and assets of $45.0M (revenue -26.9% year-over-year).
- 2017: Revenue of $3.7M, expenses of $977K, and assets of $47.1M (revenue +41.5% year-over-year).
- 2016: Revenue of $2.6M, expenses of $243K, and assets of $41.5M (revenue -52.7% year-over-year).
- 2015: Revenue of $5.5M, expenses of $6K, and assets of $5.3M.
View Individual Filing Years
Explore detailed financial data from each IRS 990 filing year for Talen Energy Bargaining Unit Retiree Health Plan Tr:
Data Sources and Methodology
This transparency report for Talen Energy Bargaining Unit Retiree Health Plan Tr is generated by NonprofitSpending's AI analysis engine. The data is sourced from publicly available IRS 990 filings accessed through the ProPublica Nonprofit Explorer API and IRS electronic filing records. The Mission Score, spending breakdown, and other analytical insights are produced by artificial intelligence and should be used as one of multiple factors when evaluating a nonprofit organization.
IRS 990 forms are annual information returns that most tax-exempt organizations must file with the IRS. These forms provide detailed financial information including revenue, expenses, assets, liabilities, and compensation of officers. NonprofitSpending processes this data to provide accessible transparency reports for donors, researchers, and the general public.
Disclaimer
AI-generated analysis based on IRS public records. Not financial or legal advice. Verify information directly with the organization.