CAHP RETIRED EMPLOYEES MEDICAL TRUST (EIN 273655320) - 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

Principal Officer

AMY ZENTI

Phone

9164526751

Tax Period

2024-01-01 to 2024-12-31

CAHP RETIRED EMPLOYEES MEDICAL TRUST, founded in 2010, is a micro nonprofit in the Mutual Benefit sector that reported $99K in total revenue in fiscal year 2024. The organization ran a surplus of $33K, a strong 34% operating margin.

Mission

TO PAY MEDICAL AND DENTAL PREMIUMS FOR RETIRED 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 $50,000

Investment Income $48,902

Other Revenue $0

TOTAL REVENUE $98,902

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $0

TOTAL EXPENSES $65,588

Year-over-Year Comparison

	2024	2023	Change
Revenue	$98,902	$97,220	+0.0%
Expenses	$65,588	$44,374	+0.5%
Net Income	$33,314	$52,846	-0.4%

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

$408,427

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
WILL JOLLY	TRUSTEE	1.00	Director	$0	$10,935	$106,004
AMY ZENTI	TRUSTEE	1.00	Director	$0	$41,152	$227,423
OMAR HERNANDEZ	TRUSTEE	1.00	Director	$0	$0	$26,400
JEFFREY LUTZ	TRUSTEE	0.00	Director	$0	$0	$21,600
AXEL REYES	TRUSTEE	0.00	Director	$0	$0	$27,000

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	$98,902	$65,588	$1,458,409	$33,314
2023	$97,220	$44,374	$1,436,415	$52,846
2022	$32,229	$28,650	$1,343,706	$3,579
2021	$74,239	$26,249	$1,408,023	$47,990
2020	$27,096	$25,679	$1,359,776	$1,417
2019	$59,556	$23,601	$1,349,572	$35,955
2018	$54,618	$15,540	$1,269,635	$39,078

CAHP RETIRED EMPLOYEES MEDICAL TRUST