MARCUS CORPORATION EMPLOYEE BENEFI… - Form 990 Financial Data

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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

1987

Legal Domicile

Principal Officer

TOM KISSINGER

Phone

4149051000

Tax Period

2022-01-01 to 2022-10-31

MARCUS CORPORATION EMPLOYEE BENEFITS TRU, founded in 1987, is a community nonprofit that reported $8.0M in total revenue in fiscal year 2022. Revenue fell 31% from the prior year — a significant decline worth monitoring.

Mission

TO PROVIDE MEDICAL BENEFITS (HEALTH, DENTAL, AND VISION) TO THE EMPLOYEES AND THEIR DEPENDENTS OF THE MARCUS CORPORATION AND SUBSIDIARIES

Program Service Accomplishments

Program 1

Expenses: $8,822,641

MEDICAL BENEFITS (HEALTH, DENTAL, AND VISION) TO EMPLOYEES ARE THEIR DEPENDENTS OF THE MARCUS CORPORATION

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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 $8,028,824

Investment Income $1,053

Other Revenue $0

TOTAL REVENUE $8,029,877

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $8,822,641

Other Expenses $1,934

TOTAL EXPENSES $8,824,575

Year-over-Year Comparison

	2022	2021	Change
Revenue	$8,029,877	$11,683,288	-0.3%
Expenses	$8,824,575	$11,148,034	-0.2%
Net Income	$-794,698	$535,254	-2.5%

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

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

Total Directors

$4,428,359

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
GREGORY S MARCUS	TRUSTEE	0.90	Director	$0	$24,779	$2,530,989
THOMAS F KISSINGER	TRUSTEE	0.90	Director	$0	$30,300	$1,134,231
DOUGLAS A NIES	TRUSTEE	0.90	Director	$0	$20,857	$763,139

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	$8,029,877	$8,824,575	No data	$-794,698
2021	$11,683,288	$11,148,034	$794,698	$535,254

MARCUS CORPORATION EMPLOYEE BENEFITS TRU