PECO ENERGY COMPANY RETIREE MEDICAL TRUST C/O BENEFITS ACCOUNTING (EIN 251755733) - 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

1995

Legal Domicile

Principal Officer

FELICIA CUMMINGS

Phone

7792313185

Tax Period

2024-01-01 to 2024-12-31

PECO ENERGY COMPANY RETIREE MEDICAL TRUST C/O BENEFITS ACCOUNTING, founded in 1995, is a mid-sized nonprofit that reported $20.7M in total revenue in fiscal year 2024. Revenue surged 79% from the prior year, signaling strong growth momentum. Expenses of $28.4M exceeded revenue, resulting in a 37% operating deficit.

Mission

TO PROVIDE BENEFITS TO ELIGIBLE MEMBERS.

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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 $3,945,253

Investment Income $16,729,629

Other Revenue $0

TOTAL REVENUE $20,674,882

Expense Breakdown

Grants Paid $0

Salaries & Benefits $41,352

Fundraising Expenses $0

Other Expenses $4,147,314

TOTAL EXPENSES $28,406,714

Year-over-Year Comparison

	2024	2023	Change
Revenue	$20,674,882	$11,575,882	+0.8%
Expenses	$28,406,714	$29,892,730	0.0%
Net Income	$-7,731,832	$-18,316,848	-0.6%

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

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
N/A	INSTITUTIONAL TRUSTEE	1.00		$41,352	$0	$41,352

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	$20,674,882	$28,406,714	$149,488,462	$-7,731,832
2023	$11,575,882	$29,892,730	$167,830,091	$-18,316,848
2022	$27,416,640	$39,845,120	$184,537,420	$-12,428,480
2021	$76,343,583	$57,738,465	$441,038,307	$18,605,118
2020	$32,025,752	$46,570,987	$460,707,267	$-14,545,235
2019	$23,396,872	$48,988,831	$469,629,266	$-25,591,959
2018	$42,748,157	$50,690,419	$451,448,045	$-7,942,262

PECO ENERGY COMPANY RETIREE MEDICAL TRUST C/O BENEFITS ACCOUNTING