METROPOLITAN COUNCIL HRA PLAN (EIN 266028266) - 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

2006

Legal Domicile

Phone

6514668287

Tax Period

2024-01-01 to 2024-12-31

METROPOLITAN COUNCIL HRA PLAN, founded in 2006, is a community nonprofit in the Mutual Benefit sector that reported $4.8M in total revenue in fiscal year 2024. Revenue grew 9% year-over-year, indicating healthy expansion. The organization ran a surplus of $1.3M, a strong 27% operating margin.

Mission

THE ORGANIZATION IS A VOLUNTARY EMPLOYEES BENEFICIARY ASSOCIATION ESTABLISHED FOR THE PURPOSE OF FUNDING HEALTH REIMBURSEMENT ARRANGEMENT ACCOUNTS FOR ELIGIBLE EMPLOYEES.

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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 $4,167,043

Investment Income $627,790

Other Revenue $0

TOTAL REVENUE $4,794,833

Expense Breakdown

Grants Paid $0

Salaries & Benefits $1,760

Fundraising Expenses $0

Other Expenses $0

TOTAL EXPENSES $3,490,250

Year-over-Year Comparison

	2024	2023	Change
Revenue	$4,794,833	$4,400,576	+0.1%
Expenses	$3,490,250	$2,946,492	+0.2%
Net Income	$1,304,583	$1,454,084	-0.1%

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	INSTITUTIONAL TRUSTEE	N/A		$1,760	$0	$1,760

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	$4,794,833	$3,490,250	$12,275,737	$1,304,583
2023	$4,400,576	$2,946,492	$10,967,779	$1,454,084
2022	$3,879,790	$2,916,655	$9,580,771	$963,135
2021	$3,762,482	$2,799,340	$8,647,099	$963,142
2020	$3,709,670	$2,423,063	$7,683,957	$1,286,607
2019	$3,652,648	$2,451,409	$6,390,772	$1,201,239
2018	$3,117,711	$2,103,023	$5,187,693	$1,014,688

METROPOLITAN COUNCIL HRA PLAN