MEDICAL BENEFITS PLAN AND TRUST FO… - Form 990 Financial Data

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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

Principal Officer

MARY-JO HORTON

Phone

8008283605

Tax Period

2021-01-01 to 2021-12-31

Mission

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

Program Service Accomplishments

Program 1

PROVIDES 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%)

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

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

$28,500

Total Directors

$66,700

Key Employees

Highest Compensated

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

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