OHIO STATE MEDICAL ASSOCIATION HEALTH BENEFITS PLAN AND TRUST (EIN 376532551) - 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

2013

Legal Domicile

Principal Officer

TODD M BAKER

Phone

8007666762

Tax Period

2022-01-01 to 2022-12-31

OHIO STATE MEDICAL ASSOCIATION HEALTH BENEFITS PLAN AND TRUST, founded in 2013, is a micro nonprofit that reported $28 in total revenue in fiscal year 2022. Revenue fell 100% from the prior year — a significant decline worth monitoring. Expenses of $1.6M exceeded revenue, resulting in a 5601646% operating deficit.

Mission

PROVIDE HEALTH BENEFITS TO MEMBERS THROUGH A MULTIPLE EMPLOYER WELFARE ARRANGEMENT

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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 $28

Other Revenue $0

TOTAL REVENUE $28

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $235,829

TOTAL EXPENSES $1,568,489

Year-over-Year Comparison

	2022	2021	Change
Revenue	$28	$12,124,526	-1.0%
Expenses	$1,568,489	$11,322,149	-0.9%
Net Income	$-1,568,461	$802,377	-3.0%

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

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
J JEFFREY CAMERON MD	TRUSTEE	1.00	Director	$0	$0	$0
TODD M BAKER	TRUSTEE-CHAIRMAN	1.00	Officer Director	$0	$0	$0
STEPHEN H ORR MD	TRUSTEE	1.00	Director	$0	$0	$0
JAMES E SILONE DO	TRUSTEE	1.00	Director	$0	$0	$0
BRIAN J SANTIN MD	TRUSTEE	1.00	Director	$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
2022	$28	$1,568,489	No data	$-1,568,461
2021	$12,124,526	$11,322,149	$12,147,468	$802,377
2020	$12,431,636	$12,606,011	$1,319,091	$-174,375
2019	$12,339,552	$12,206,275	$2,134,595	$133,277
2018	$10,950,845	$10,858,306	$2,408,925	$92,539

OHIO STATE MEDICAL ASSOCIATION HEALTH BENEFITS PLAN AND TRUST