MEDICAL BENEFITS PLAN AND TRUST FOR THE FEDERATED-ALLIED RETIREES ASSOCIATION

EIN: 113095244

HAUPPAUGE, NY

Total Revenue
N/A
Total Expenses
$321,934
Total Assets
N/A
Net Assets
N/A
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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
1992
Legal Domicile
NY
Principal Officer
MARY-JO HORTON
Phone
8008283605
Tax Period
2021-01-01 to 2021-12-31

Mission

THIS VEBA PROVIDES FOR THE PAYMENT OF CERTAIN MEDICAL AND PRESCRIPTION DRUG BENEFITS TO ELIGIBLE RETIRED EMPLOYEES, SURVIVING SPOUSES AND DEPENDENTS.

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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%)

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Financial Overview (2021)

Revenue Breakdown

Contributions & Grants $0
Program Service Revenue $0
Investment Income $0
Other Revenue $0
TOTAL REVENUE $0

Expense Breakdown

Grants Paid $0
Salaries & Benefits $66,700
Fundraising Expenses $0
Other Expenses $255,234
TOTAL EXPENSES $321,934

Year-over-Year Comparison

2021 2020 Change
Revenue N/A $41,856 -1.0%
Expenses $321,934 $3,099,059 -0.9%
Net Income N/A $-3,057,203 N/A
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

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Governance

Voting Members
3
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
1
$28,500
Total Directors
3
$66,700
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
MARY-JO HORTON CHAIRWOMAN 15.0
Officer Director
$28,500 $0 $28,500
ANN MARIE D'ALESSANDRO TRUSTEE 5.0
Director
$19,100 $0 $19,100
CATHY E TREZZA TRUSTEE 5.0
Director
$19,100 $0 $19,100
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
2021 No data $321,934 No data No data
2020 $41,856 $3,099,059 $435,994 $-3,057,203
2019 $884,220 $2,779,586 $3,490,138 $-1,895,366
2018 $1,242,071 $3,119,040 $5,883,723 $-1,876,969
2018 $1,242,391 $3,207,651 $5,941,751 $-1,965,260
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