PFIZER RETIREE MEDICAL PLAN

EIN: 136988286

PITTSBURGH, PA

Total Revenue
$9,176,355
Total Expenses
$39,835,687
Total Assets
$610,004,630
Net Assets
$610,004,630
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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
MI
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

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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 (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

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Governance

Voting Members
1
Independent Members
1
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
0
$0
Total Directors
0
$0
Key Employees
0
$0
Highest Compensated
0
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
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