PFIZER RETIREE MEDICAL PLAN

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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

1965

Legal Domicile

Principal Officer

SARA N ROSA PNC BANK

Phone

4127525674

Tax Period

2023-01-01 to 2023-12-31

PFIZER RETIREE MEDICAL PLAN, founded in 1965, is a community nonprofit that reported $9.2M in total revenue in fiscal year 2023. Revenue fell 53% from the prior year — a significant decline worth monitoring. Expenses of $39.8M exceeded revenue, resulting in a 334% operating deficit.

Mission

TO SUPPORT THE PFIZER RETIREE MEDICAL PLAN

Program Service Accomplishments

Program 1

PROVIDED FINANCIAL SUPPORT FOR THE PAYMENT OF MEDICAL AND DENTAL BENEFITS FOR ELIGIBLE EMPLOYEES OF PFIZER, INC AND RELATED ENTITIES

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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 $0

Program Service Revenue $9,025,002

Investment Income $151,353

Other Revenue $0

TOTAL REVENUE $9,176,355

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $298,639

TOTAL EXPENSES $39,835,687

Year-over-Year Comparison

	2023	2022	Change
Revenue	$9,176,355	$19,702,783	-0.5%
Expenses	$39,835,687	N/A	N/A
Net Income	$-30,659,332	$19,702,783	-2.6%

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
N/A	TRUSTEE	1.0		$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	$9,176,355	$39,835,687	$610,004,630	$-30,659,332
2022	$19,702,783	No data	$605,016,743	No data
2021	$85,415,500	$4,993,863	$669,336,048	$80,421,637
2020	$79,980,452	$3,698,149	$588,914,581	$76,282,303
2019	$60,558,886	$2,857,774	$512,632,278	$57,701,112