MOUNT NITTANY MEDICAL CENTER WORKMEN'S COMPENSATION SELF INSURANCE TRUST (EIN 256440788) - 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

1993

Legal Domicile

Principal Officer

BRYAN ROACH

Phone

8142346148

Tax Period

2023-07-01 to 2024-06-30

MOUNT NITTANY MEDICAL CENTER WORKMEN'S COMPENSATION SELF INSURANCE TRUST, founded in 1993, is a small nonprofit that reported $791K in total revenue in fiscal year 2023. Revenue surged 69% from the prior year, signaling strong growth momentum. Expenses of $752K left a modest 5% surplus.

Mission

TO PROVIDE AFFORDABLE WORKER'S COMPENSATION 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 (2023)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $760,794

Investment Income $30,136

Other Revenue $0

TOTAL REVENUE $790,930

Expense Breakdown

Grants Paid $0

Salaries & Benefits $14,951

Fundraising Expenses $0

Program Expenses $751,640

Other Expenses $736,689

TOTAL EXPENSES $751,640

Year-over-Year Comparison

	2023	2022	Change
Revenue	$790,930	$468,121	+0.7%
Expenses	$751,640	$436,440	+0.7%
Net Income	$39,290	$31,681	+0.2%

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

N/A

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	TRUSTEE	5.00		$27,303	$0	$27,303

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	No data	No data	No data	No data
2024	$790,930	$751,640	$1,652,597	$39,290
2023	$468,121	$436,440	$1,579,878	$31,681
2022	$381,662	$353,940	$1,560,577	$27,722
2021	$368,073	$317,654	$1,618,493	$50,419
2020	$118,304	$127,035	$1,584,101	$-8,731
2019	$152,547	$70,171	$1,568,986	$82,376
2018	$258,806	$233,195	$1,424,278	$25,611

MOUNT NITTANY MEDICAL CENTER WORKMEN'S COMPENSATION SELF INSURANCE TRUST