TOYOTA MOTOR SALES USA INC POST-RETIREMENT MEDICAL TRUST (EIN 462101351) - 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

GREG GUNDERSON

Phone

4692924486

Tax Period

2023-01-01 to 2023-12-31

TOYOTA MOTOR SALES USA INC POST-RETIREMENT MEDICAL TRUST, founded in 2013, is a mid-sized nonprofit in the Mutual Benefit sector that reported $28.8M in total revenue in fiscal year 2023. Revenue fell 22% from the prior year — a significant decline worth monitoring. Expenses of $33.5M exceeded revenue, resulting in a 16% operating deficit.

Mission

TO PROVIDE HEALTH BENEFITS FOR RETIRED PARTICIPANTS AND THEIR COVERED DEPENDENTS.

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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 (2023)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $19,236,411

Investment Income $9,577,139

Other Revenue $0

TOTAL REVENUE $28,813,550

Expense Breakdown

Grants Paid $0

Salaries & Benefits $338,147

Fundraising Expenses $0

Other Expenses $4,798,476

TOTAL EXPENSES $33,471,311

Year-over-Year Comparison

	2023	2022	Change
Revenue	$28,813,550	$36,768,181	-0.2%
Expenses	$33,471,311	$35,247,568	-0.1%
Net Income	$-4,657,761	$1,520,613	-4.1%

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

Governance

Voting Members

N/A

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

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
N/A	INSTITUTIONAL TRUSTEE	1.00		$338,147	$0	$338,147

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	$28,813,550	$33,471,311	$270,227,416	$-4,657,761
2022	$36,768,181	$35,247,568	$235,752,909	$1,520,613
2021	$47,168,838	$28,030,390	$280,249,536	$19,138,448
2020	$18,373,208	$24,404,306	$220,606,383	$-6,031,098
2019	$19,262,158	$22,302,928	$203,537,210	$-3,040,770
2018	$14,659,947	$19,264,643	$173,011,132	$-4,604,696

TOYOTA MOTOR SALES USA INC POST-RETIREMENT MEDICAL TRUST