SUNOCO INC MEDLIFE INS TR-CASH

EIN: 356961130 Mutual Benefit

MILWAUKEE, WI

Total Revenue
$1,053,162
Total Expenses
$8,860,469
Total Assets
$42,955,953
Net Assets
$42,955,953
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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
2012
Legal Domicile
PA
Phone
3144188524
Tax Period
2023-01-01 to 2023-12-31

SUNOCO INC MEDLIFE INS TR-CASH, founded in 2012, is a community nonprofit in the Mutual Benefit sector that reported $1.1M in total revenue in fiscal year 2023. Revenue fell 48% from the prior year — a significant decline worth monitoring. Expenses of $8.9M exceeded revenue, resulting in a 741% operating deficit.

Mission

VEBA TRUST TO FUND EMPLOYEE BENEFIT OBLIGATIONS

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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 (2023)

Revenue Breakdown

Contributions & Grants $0
Program Service Revenue $64,270
Investment Income $988,892
Other Revenue $0
TOTAL REVENUE $1,053,162

Expense Breakdown

Grants Paid $0
Salaries & Benefits $18,115
Fundraising Expenses $0
Other Expenses $780,836
TOTAL EXPENSES $8,860,469

Year-over-Year Comparison

2023 2022 Change
Revenue $1,053,162 $2,016,342 -0.5%
Expenses $8,860,469 $10,442,285 -0.2%
Net Income $-7,807,307 $-8,425,943 -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

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Governance

Voting Members
1
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
N/A TRUSTEE 1.0
$18,115 $0 $18,115
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 No data No data No data No data
2023 $1,053,162 $8,860,469 $42,955,953 $-7,807,307
2022 $2,016,342 $10,442,285 $50,745,581 $-8,425,943
2021 $4,405,503 $10,656,647 $58,983,573 $-6,251,144
2020 $3,797,308 $13,125,035 $65,405,498 $-9,327,727
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