NM Group Global LLC Health Benefit Trust (EIN 467518358) - 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

2014

Legal Domicile

Principal Officer

Jean Sommer

Phone

3123229800

Tax Period

2023-01-01 to 2023-12-31

NM Group Global LLC Health Benefit Trust, founded in 2014, is a community nonprofit in the Mutual Benefit sector that reported $6.0M in total revenue in fiscal year 2023. Revenue surged 27% from the prior year, signaling strong growth momentum. The organization ran a surplus of $1.5M, a strong 24% operating margin.

Mission

The Organization was formed to act as a funding mechanism for the medical, dental and vision benefits offered to the eligible employees of National Machinery LLC.

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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 $5,963,447

Investment Income $72,019

Other Revenue $0

TOTAL REVENUE $6,035,466

Expense Breakdown

Grants Paid $0

Salaries & Benefits $5,000

Fundraising Expenses $0

Other Expenses $188,049

TOTAL EXPENSES $4,578,635

Year-over-Year Comparison

	2023	2022	Change
Revenue	$6,035,466	$4,750,871	+0.3%
Expenses	$4,578,635	$5,001,622	-0.1%
Net Income	$1,456,831	$-250,751	-6.8%

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
N/A	Trustee	1.00		$5,000	$0	$5,000

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	$6,035,466	$4,578,635	$1,851,576	$1,456,831
2022	$4,750,871	$5,001,622	$374,848	$-250,751
2021	$3,915,609	$4,281,770	$732,402	$-366,161
2020	$3,775,302	$4,183,692	$988,110	$-408,390
2019	$3,949,156	$4,186,648	$1,435,165	$-237,492
2018	$6,227,479	$5,169,583	$1,660,802	$1,057,896

NM Group Global LLC Health Benefit Trust