AIR LINE PILOTS ASSOCIATION INTERNATIONAL RETIREMENT MEDICAL VEBA TRUST (EIN 541587464) - Form 990 Financial Analysis & Trantor Score

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Tuckman-Chang Vulnerability Assessment

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

1988

Legal Domicile

Principal Officer

KELLY COLLIE

Phone

7036894110

Tax Period

2023-01-01 to 2023-12-31

AIR LINE PILOTS ASSOCIATION INTERNATIONAL RETIREMENT MEDICAL VEBA TRUST, founded in 1988, is a community nonprofit that reported $7.0M in total revenue in fiscal year 2018. Revenue grew 14% year-over-year, indicating healthy expansion. The organization ran a surplus of $3.9M, a strong 56% operating margin.

Mission

ESTABLISHED UNDER A COLLECTIVE BARGAINING AGREEMENT TO PROVIDE HEALTH, DENTAL AND VISION BENEFITS TO ELIGIBLE RETIRED EMPLOYEES, THEIR DEPENDENTS & THEIR SPOUSES OF ALPA, INT'L.

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Trantor Score

Financial Health & Payment Capacity Assessment (FICO Scale: 300–850)

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

Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $3,537,294

Investment Income $1,952,091

Other Revenue $0

TOTAL REVENUE $5,489,385

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $0

TOTAL EXPENSES $3,178,001

Year-over-Year Comparison

	2023	2022	Change
Revenue	$5,489,385	$4,936,953	+0.1%
Expenses	$3,178,001	$2,900,597	+0.1%
Net Income	$2,311,384	$2,036,356	+0.1%

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

$681,604

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
KELLY COLLIE	PLAN ADMINISTRATOR	2.0	Officer	$0	$120,675	$681,604
TRUIST	TRUSTEE	1.0		$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	No data	No data	No data
2023	$5,489,385	$3,178,001	$49,104,548	$2,311,384
2022	$4,936,953	$2,900,597	$43,055,505	$2,036,356
2021	$5,467,364	$2,706,623	$50,156,281	$2,760,741
2020	$4,891,725	$2,936,874	$45,407,160	$1,954,851
2019	$6,325,650	$3,525,440	$40,476,283	$2,800,210
2018	$7,037,836	$3,095,902	$33,426,213	$3,941,934

AIR LINE PILOTS ASSOCIATION INTERNATIONAL RETIREMENT MEDICAL VEBA TRUST