RETIREE MEDICAL INSURANCE TR FUND

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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

Tax Period

2024-01-01 to 2024-12-31

Mission

THE PURPOSE OF THE TRUST IS TO PROVIDE HEALTH AND WELFARE BENEFITS TO PARTICIPANTS AND THEIR BENEFICIARIES WHO ARE ELIGIBLE UNDER THE 2008 CONTRACT.

Program Service Accomplishments

Program 1

Expenses: $55,770

THIS ORGANIZATION PROVIDES HEALTH AND WELFARE BENEFITS FOR ELIGIBLE RETIREES AND THEIR BENEFICIARIES.

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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 $0

Investment Income $0

Other Revenue $0

TOTAL REVENUE $0

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $55,770

Other Expenses $1,283

TOTAL EXPENSES $57,053

Year-over-Year Comparison

	2024	2023	Change
Revenue	N/A	N/A	N/A
Expenses	$57,053	$66,523	-0.1%
Net Income	N/A	$-66,523	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

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
PATTY KRAMER	COMMITTEE CHAIR	1.00	Director	$0	$0	$0
ROBERT SMITH	FINANCIAL OFFICER	1.00	Director	$0	$0	$0
LISA MAYBERRY	COMMITTEE MEMBER	1.00	Director	$0	$0	$0
RICK ROE	COMMITTEE MEMBER	1.00	Director	$0	$0	$0
ADOLPH BORREGO	ALTERNATE MEMBER	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
2024	No data	$57,053	$44,382	No data
2023	No data	$66,523	$101,435	No data
2022	No data	$63,372	$167,958	No data
2021	No data	$72,352	$231,330	No data
2020	$27,000	$58,560	$303,682	$-31,560
2019	No data	$60,543	$335,242	No data
2018	$425,575	$56,124	$395,783	$369,451