Broadline Risk Retention Group Inc co MARSH MANAGEMENT SERVICES INC (EIN 272583356) - 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

2010

Legal Domicile

Phone

8028645599

Tax Period

2022-01-01 to 2022-06-30

Broadline Risk Retention Group Inc co MARSH MANAGEMENT SERVICES INC, founded in 2010, is a mid-sized nonprofit that reported $98.3M in total revenue in fiscal year 2022. Revenue surged 337% from the prior year, signaling strong growth momentum. Expenses of $85.4M left a modest 13% surplus.

Mission

TO PROVIDE PROFESSIONAL, GENERAL AND EXCESS LIABILITY INSURANCE COVERAGES TO THE ALBERT EINSTEIN HEALTHCARE NETWORK AND ITS EIGHT AFFILIATED 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 (2022)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $11,944,934

Investment Income $14,669,299

Other Revenue $71,704,168

TOTAL REVENUE $98,318,401

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $84,974,738

Other Expenses $85,367,393

TOTAL EXPENSES $85,367,393

Year-over-Year Comparison

	2022	2021	Change
Revenue	$98,318,401	$22,474,493	+3.4%
Expenses	$85,367,393	$16,446,482	+4.2%
Net Income	$12,951,008	$6,028,011	+1.1%

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

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

$1,781,105

Total Directors

$1,172,068

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
N/A	TREASURER/DIRECTOR	5.0	Officer Director	$0	$85,535	$533,617
N/A	President	1.0	Officer Director	$0	$30,746	$638,451
N/A	Director	2.0	Director	$0	$0	$0
N/A	Assistant Treasurer	2.0	Officer	$0	$6,874	$79,575
N/A	SECRETARY	4.0	Officer	$0	$81,522	$529,462

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
2022	$98,318,401	$85,367,393	No data	$12,951,008
2021	$22,474,493	$16,446,482	$135,251,113	$6,028,011
2020	$22,203,834	$20,919,957	$124,315,660	$1,283,877
2019	$21,290,245	$22,262,780	$112,721,389	$-972,535
2018	$29,233,837	$17,226,748	$103,418,872	$12,007,089

Broadline Risk Retention Group Inc co MARSH MANAGEMENT SERVICES INC