BOA RETIREE TRUST-BAC MEDICAL

EIN: 306599079 Mutual Benefit

DALLAS, TX

Total Revenue
$219,185,648
Total Expenses
$228,368,132
Total Assets
$88,108,218
Net Assets
$88,108,218
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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
2017
Legal Domicile
TX
Phone
8888663275
Tax Period
2024-01-01 to 2024-12-31

BOA RETIREE TRUST-BAC MEDICAL, founded in 2017, is a major nonprofit in the Mutual Benefit sector that reported $219.2M in total revenue in fiscal year 2024. Revenue grew 10% year-over-year, indicating healthy expansion.

Mission

PROVIDE CERTAIN HEALTH AND WELFARE BENEFITS TO ELIGIBLE RETIREES AND THEIR ELIGIBLE DEPENDENTS.

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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 $214,000,864
Investment Income $5,184,784
Other Revenue $0
TOTAL REVENUE $219,185,648

Expense Breakdown

Grants Paid $0
Salaries & Benefits $0
Fundraising Expenses $0
Other Expenses $0
TOTAL EXPENSES $228,368,132

Year-over-Year Comparison

2024 2023 Change
Revenue $219,185,648 $198,807,855 +0.1%
Expenses $228,368,132 $208,461,598 +0.1%
Net Income $-9,182,484 $-9,653,743 0.0%
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
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
0
$0
Total Directors
0
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
BANK OF AMERICA N A TRUSTEE N/A
$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 $219,185,648 $228,368,132 $88,108,218 $-9,182,484
2023 $198,807,855 $208,461,598 $97,290,702 $-9,653,743
2022 $208,432,444 $218,861,752 $106,944,445 $-10,429,308
2021 $197,895,743 $223,979,700 $117,373,753 $-26,083,957
2020 $175,941,523 $230,776,064 $143,457,710 $-54,834,541
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