SYNTRIO SOLUTIONS LLC POST RETIREMENT BENEFIT TRUST (EIN 466955691) - 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

2012

Legal Domicile

Principal Officer

MATRIX TRUST COMPANY

Phone

9408862217

Tax Period

2025-01-01 to 2025-12-31

SYNTRIO SOLUTIONS LLC POST RETIREMENT BENEFIT TRUST, founded in 2012, is a small nonprofit in the Mutual Benefit sector that reported $253K in total revenue in fiscal year 2025. Revenue grew 9% year-over-year, indicating healthy expansion. Expenses of $463K exceeded revenue, resulting in a 83% operating deficit.

Mission

TO FUND REIMBURSEMENT OF MEDICAL EXPENSES UNDER A HEALTH REIMBURSEMENT 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 (2025)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $0

Investment Income $252,560

Other Revenue $0

TOTAL REVENUE $252,560

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $59,489

TOTAL EXPENSES $462,917

Year-over-Year Comparison

	2025	2024	Change
Revenue	$252,560	$231,024	+0.1%
Expenses	$462,917	$910,962	-0.5%
Net Income	$-210,357	$-679,938	-0.7%

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

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
N/A	TRUSTEE	1.00		$500	$0	$500

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
2025	$252,560	$462,917	$9,068,682	$-210,357
2024	$231,024	$910,962	$8,568,390	$-679,938
2023	$264,996	$55,953	$8,729,562	$209,043
2022	$5,459,996	$5,267,632	$7,983,946	$192,364
2022	$5,463,907	$5,267,632	$7,987,857	$196,275
2021	$2,200,371	$3,008,727	$8,937,228	$-808,356
2020	$240,888	$1,071,378	$8,931,887	$-830,490

SYNTRIO SOLUTIONS LLC POST RETIREMENT BENEFIT TRUST