KEYCORP EBA FOR POST RET MEDICAL

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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

1996

Legal Domicile

Phone

2166897663

Tax Period

2025-01-01 to 2025-12-31

KEYCORP EBA FOR POST RET MEDICAL, founded in 1996, is a community nonprofit in the Religion sector that reported $3.1M in total revenue in fiscal year 2025. Expenses of $5.0M exceeded revenue, resulting in a 60% operating deficit.

Mission

THE KEYCORP RETIREE MEDICAL BENEFITS TRUST PROVIDES MEDICAL BENEFITS TO OR FOR MEMBERS.

Program Service Accomplishments

Program 1

Expenses: $4,969,564

THE KEYCORP RETIREE MEDICAL BENEFITS TRUST PROVIDES MEDICAL BENEFITS FOR QUALIFYING KEYCORP PARTICIPATING RETIREES AND THEIR SPOUSES.

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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 (2025)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $1,455,816

Investment Income $1,645,606

Other Revenue $0

TOTAL REVENUE $3,101,422

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $4,969,564

Other Expenses $0

TOTAL EXPENSES $4,969,564

Year-over-Year Comparison

	2025	2024	Change
Revenue	$3,101,422	$2,995,884	+0.0%
Expenses	$4,969,564	$4,717,056	+0.1%
Net Income	$-1,868,142	$-1,721,172	+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

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	TRUSTEE	2.0		$0	$0	$0
DOUGLAS W PREISER	TRUST OVERSIGHT COMMITTEE	1.0	Officer	$0	$0	$0
DOUGLAS M SCHOSSER	CHAIRMAN	1.0	Officer	$0	$0	$0
SHELBY H BALL	TRUST OVERSIGHT COMMITTEE	1.0	Officer	$0	$0	$0
ALAN D DUFFY	TRUST OVERSIGHT COMMITTEE	1.0	Officer	$0	$0	$0
JAMES A HOFFMAN	CHAIRPERSON	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
2025	$3,101,422	$4,969,564	$24,783,366	$-1,868,142
2024	$2,995,884	$4,717,056	$26,651,508	$-1,721,172
2023	$4,254,692	$8,386,639	$28,372,680	$-4,131,947
2022	$14,570,931	$8,747,768	$32,504,627	$5,823,163
2021	$4,575,931	$6,920,014	$26,681,464	$-2,344,083
2020	$3,986,212	$7,409,623	$29,025,547	$-3,423,411