Medicare Value Partners (EIN 363495969) - 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

1986

Legal Domicile

Phone

3147338000

Tax Period

2022-07-01 to 2023-06-30

Mission

TO IMPROVE THE HEALTH AND WELL-BEING OF ALL PEOPLE IN THE COMMUNITIES WE SERVE.

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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 $0

Investment Income $0

Other Revenue $0

TOTAL REVENUE $0

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $0

Other Expenses $0

TOTAL EXPENSES $0

Year-over-Year Comparison

	2022	2021	Change
Revenue	N/A	$1,948,822	-1.0%
Expenses	N/A	$1,938,019	-1.0%
Net Income	N/A	$10,803	N/A

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

$3,152,266

Total Directors

$2,853,077

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
N/A	DIRECTOR/CEO	0.0	Officer Director	$0	$47,428	$569,095
N/A	DIRECTOR/PRESIDENT	0.0	Officer Director	$0	$43,457	$306,594
N/A	VICE CHAIR	1.0	Officer Director	$0	$0	$0
N/A	ASSISTANT TREASURER	0.0	Officer Director	$0	$46,310	$412,803
N/A	CHAIR	0.0	Officer Director	$0	$0	$8,130
N/A	DIRECTOR	1.0	Director	$0	$0	$0
N/A	DIRECTOR	1.0	Director	$0	$0	$0
N/A	DIRECTOR	0.0	Director	$0	$47,153	$484,756
N/A	DIRECTOR	1.0	Director	$0	$0	$0
N/A	DIRECTOR	0.0	Director	$0	$38,781	$400,046
N/A	DIRECTOR	0.0	Director	$0	$37,164	$671,653
N/A	DIRECTOR	1.0	Director	$0	$0	$0
N/A	TREASURER	0.0	Officer	$0	$20,126	$214,603
N/A	CFO, ASCENSION ILLINOIS	0.0	Officer	$0	$48,380	$1,278,048
N/A	SECRETARY	0.0	Officer	$0	$47,572	$362,993
N/A	FORMER OFFICER (END 10/2020)	0.0		$0	$21,825	$317,080
N/A	FORMER OFFICER (END 6/2019)	0.0		$0	$33,263	$326,841

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
2023	No data	No data	No data	No data
2022	$1,948,822	$1,938,019	No data	$10,803
2021	$4,036,826	$3,217,355	$450,136	$819,471
2020	$8,301,242	$7,132,825	$458,822	$1,168,417
2019	No data	$154,800	$450,136	No data

Medicare Value Partners