DELTA PILOTS MEDICAL TRUST (EIN 366791917) - 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

1984

Legal Domicile

Phone

4047152600

Tax Period

2024-07-01 to 2025-06-30

DELTA PILOTS MEDICAL TRUST, founded in 1984, is a major nonprofit that reported $110.7M in total revenue in fiscal year 2024. Revenue surged 56% from the prior year, signaling strong growth momentum.

Mission

DISBURSE PAYMENTS TO OR ON BEHALF OF PARTICIPANTS RELATED TO MEDICAL, DENTAL, MENTAL HEALTH AND PRESCRIPTION DRUGS.

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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 $110,480,778

Investment Income $266,688

Other Revenue $0

TOTAL REVENUE $110,747,466

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $0

Other Expenses $6,736,397

TOTAL EXPENSES $111,346,477

Year-over-Year Comparison

	2024	2023	Change
Revenue	$110,747,466	$70,848,420	+0.6%
Expenses	$111,346,477	$77,441,123	+0.4%
Net Income	$-599,011	$-6,592,703	-0.9%

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

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

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
KELLEY ELLIOTT	CHAIR, ADMIN COMMITTEE; MEMBER, INVESTMENT COMMITTEE	1.0	Officer Director	$0	$0	$0
KENNETH W MORGE	CHAIR, INVESTMENT COMMITTEE; MEMBER	1.0	Officer Director	$0	$0	$0
ERIC PHILLIPS	MEMBER, INVESTMENT COMMITTEE (AS OF 2/25)	1.0	Director	$0	$0	$0
GARRETT CHASE	MEMBER, INVESTMENT COMMITTEE (THRU 9/24)	1.0	Director	$0	$0	$0
HEATHER TARDIF	MEMBER, INVESTMENT COMMITTEE	1.0	Director	$0	$0	$0
JANET BRUNK	MEMBER, ADMIN COMMITTEE	1.0	Director	$0	$0	$0
LIZ STANTON	MEMBER, INVESTMENT COMMITTEE (AS OF 10/24)	1.0	Director	$0	$0	$0
MICHELLE HORN	MEMBER, INVESTMENT COMMITTEE	1.0	Director	$0	$0	$0
MINDY DAVIDSON	MEMBER, ADMIN COMMITTEE (THRU 2/25)	1.0	Director	$0	$0	$0
ROBERT HEILMANN	MEMBER, ADMIN COMMITTEE (AS OF 2/25)	1.0	Director	$0	$0	$0
WILLIAM C CARROLL	MEMBER, INVESTMENT COMMITTEE	1.0	Director	$0	$0	$0
JP MORGAN CHASE	TRUSTEE	1.0		$10,000	$0	$10,000
JENNIFER SHAY	MEMBER, ADMIN SUBCOMMITTEE	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	$110,747,466	$111,346,477	$11,178,288	$-599,011
2024	No data	No data	No data	No data
2023	$57,497,640	$55,687,458	$10,395,944	$1,810,182
2022	$56,022,531	$59,364,981	$8,505,920	$-3,342,450
2021	$54,034,784	$51,184,181	$11,809,300	$2,850,603
2020	$50,981,328	$49,535,467	$8,963,807	$1,445,861
2019	$52,270,843	$52,471,040	$9,546,926	$-200,197
2018	$53,900,484	$52,529,725	$7,836,620	$1,370,759

DELTA PILOTS MEDICAL TRUST