AEP'S UMWA RETIREE MEDICAL TRUST

EIN: 466831338 Mutual Benefit

PITTSBURGH, PA

Total Revenue
$1,276,065
Total Expenses
$53,154
Total Assets
$52,049,622
Net Assets
$52,049,622
🔒

Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Sign In — Free (10 views/day)

Financial Trends

Organization Details

Formation Year
2013
Legal Domicile
NY
Phone
4122342242
Tax Period
2023-01-01 to 2023-12-31

AEP'S UMWA RETIREE MEDICAL TRUST, founded in 2013, is a community nonprofit in the Mutual Benefit sector that reported $1.3M in total revenue in fiscal year 2023. Revenue fell 78% from the prior year — a significant decline worth monitoring. The organization ran a surplus of $1.2M, a strong 96% operating margin.

Mission

TO PROVIDE BENEFITS TO ELIGIBLE BENEFICIARIES

🔒

Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

Sign in to view Trantor Score and financial metrics

Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Sign In — Free (10 views/day)

Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $0
Program Service Revenue $0
Investment Income $1,276,065
Other Revenue $0
TOTAL REVENUE $1,276,065

Expense Breakdown

Grants Paid $0
Salaries & Benefits $25,166
Fundraising Expenses $0
Other Expenses $27,988
TOTAL EXPENSES $53,154

Year-over-Year Comparison

2023 2022 Change
Revenue $1,276,065 $5,815,723 -0.8%
Expenses $53,154 $39,027 +0.4%
Net Income $1,222,911 $5,776,696 -0.8%
Key Indicators
✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✗ Schedule B Required
🔒

Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Sign In

Governance

Voting Members
1
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
0
$0
Total Directors
0
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
N/A TRUSTEE (SEE SCHEDULE O) 0.0
$25,166 $0 $25,166
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 $1,276,065 $53,154 $52,049,622 $1,222,911
2022 $5,815,723 $39,027 $45,697,575 $5,776,696
2021 $878,594 $46,690 $54,471,520 $831,904
2020 $824,306 $28,917 $48,003,101 $795,389
2019 $963,834 $26,142 $42,184,746 $937,692
2018 $1,357,818 $23,733 $34,849,688 $1,334,085
Explore More Nonprofits
→Top 100 Nonprofits in Pennsylvania →Largest U.S. Nonprofits →Best Rated Nonprofits →Most Efficient Nonprofits

Compare AEP'S UMWA RETIREE MEDICAL TRUST with other nonprofits in Pennsylvania and across the country.

We Value Your Privacy
We use cookies and similar technologies to analyze site traffic and improve your experience. By clicking "Accept All", you consent to our use of cookies for analytics and measurement.