NORTHWEST AIRLINES GROUP MEDICAL TRUST

EIN: 271365108 Mutual Benefit

ATLANTA, GA

Total Revenue
$4,858,573
Total Expenses
$5,749,685
Total Assets
$5,468,948
Net Assets
$5,468,948
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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
2010
Legal Domicile
GA
Phone
4047152600
Tax Period
2024-01-01 to 2024-12-31

NORTHWEST AIRLINES GROUP MEDICAL TRUST, founded in 2010, is a community nonprofit in the Mutual Benefit sector that reported $4.9M in total revenue in fiscal year 2024. Revenue fell 23% from the prior year — a significant decline worth monitoring. Expenses of $5.7M exceeded revenue, resulting in a 18% operating deficit.

Mission

DISBURSE PAYMENTS ON BEHALF OF PARTICIPANTS RELATED TO MEDICAL, DENTAL, MENTAL HEALTH AND PRESCRIPTION DRUGS.

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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 (2024)

Revenue Breakdown

Contributions & Grants $0
Program Service Revenue $4,559,972
Investment Income $300,800
Other Revenue $-2,199
TOTAL REVENUE $4,858,573

Expense Breakdown

Grants Paid $0
Salaries & Benefits $24,000
Fundraising Expenses $0
Program Expenses $0
Other Expenses $952,520
TOTAL EXPENSES $5,749,685

Year-over-Year Comparison

2024 2023 Change
Revenue $4,858,573 $6,318,658 -0.2%
Expenses $5,749,685 $5,803,861 0.0%
Net Income $-891,112 $514,797 -2.7%
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
9
Independent Members
9
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
1
$0
Total Directors
11
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
GARRETT CHASE MEMBER, INVESTMENT COMMITTEE (THRU 09/2024) 1.0
Director
$0 $0 $0
HEATHER OSTIS MEMBER, INVESTMENT COMMITTEE (THRU 01/2024) 1.0
Director
$0 $0 $0
HEATHER TARDIF MEMBER, INVESTMENT COMMITTEE (AS OF 02/2024) 1.0
Director
$0 $0 $0
JANET BRUNK MEMBER, ADMIN COMMITTEE 1.0
Director
$0 $0 $0
KELLEY ELLIOTT CHAIR, ADMIN COMMITTEE MEMBER 1.0
Director
$0 $0 $0
KENNETH W MORGE CHAIR, INVESTMENT COMMITTEE 1.0
Director
$0 $0 $0
LIZ STANTON MEMBER, INVESTMENT COMMITTEE (AS OF 10/2024) 1.0
Director
$0 $0 $0
MICHELLE HORN MEMBER, INVESTMENT COMMITTEE 1.0
Director
$0 $0 $0
MINDY DAVISON MEMBER, ADMIN COMMITTEE 1.0
Director
$0 $0 $0
SHAWN COLE MEMBER, INVESTMENT COMMITTEE (THRU 02/24) 1.0
Director
$0 $0 $0
WILLIAM C CARROLL MEMBER, INVESTMENT COMMITTEE 1.0
Director
$0 $0 $0
JP MORGAN CHASE TRUSTEE 1.0
$24,000 $0 $24,000
JENNIFER SHAY MEMBER, ADMIN SUBCOMMITTEE 1.0
Officer
$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 $4,858,573 $5,749,685 $5,468,948 $-891,112
2023 $6,318,658 $5,803,861 $6,360,060 $514,797
2022 $6,972,520 $8,086,764 $5,845,263 $-1,114,244
2021 $5,009,838 $9,051,558 $6,959,507 $-4,041,720
2020 $13,262,595 $9,761,105 $11,010,515 $3,501,490
2019 $13,768,433 $12,429,932 $7,509,025 $1,338,501
2018 $15,576,707 $15,080,902 $6,170,524 $495,805
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