LEHB MEDICAL RETIREMENT ASSOC (EIN 232683745) - Form 990 Financial Analysis & Trantor Score

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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

1987

Legal Domicile

Principal Officer

Jacob Williams

Phone

2157638290

Tax Period

2024-07-01 to 2025-06-30

LEHB MEDICAL RETIREMENT ASSOC, founded in 1987, is a community nonprofit that reported $2.3M in total revenue in fiscal year 2024.

Mission

To provide member health benefits.

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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 (2024)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $2,208,001

Investment Income $13,803

Other Revenue $34,556

TOTAL REVENUE $2,256,360

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $13,070

TOTAL EXPENSES $2,203,269

Year-over-Year Comparison

	2024	2023	Change
Revenue	$2,256,360	$2,210,127	+0.0%
Expenses	$2,203,269	$2,139,028	+0.0%
Net Income	$53,091	$71,099	-0.3%

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

$469,330

Total Directors

$5,362

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Raymond E Convery	Administrator	4.00	Officer	$0	$13,073	$305,344
John J Gaittens	Past Administrator	4.00	Officer	$0	$749	$163,986
Lucius Newman	Director	4.00	Director	$0	$0	$2,062
Jacob Williams	Past Director	4.00	Director	$0	$0	$3,300

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
2025	$2,256,360	$2,203,269	$1,040,686	$53,091
2024	$2,210,127	$2,139,028	$982,373	$71,099
2023	$2,178,036	$2,105,751	$908,111	$72,285
2022	$2,178,817	$2,116,753	$846,942	$62,064
2021	$2,170,769	$2,121,335	$818,391	$49,434
2020	$2,107,437	$2,046,841	$726,835	$60,596
2019	$2,067,338	$2,013,621	$700,225	$53,717
2018	$2,074,122	$2,027,051	$656,650	$47,071

LEHB MEDICAL RETIREMENT ASSOC