REYNOLDS AMERICAN MEDSAVE PLAN

EIN: 566421926

WINSTONSALEM, NC

Total Revenue
$1,261,701
Total Expenses
$1,302,245
Total Assets
$14,028,558
Net Assets
$13,782,599
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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
1994
Legal Domicile
NC
Principal Officer
ANTHONY PETITT
Phone
3367415162
Tax Period
2023-01-01 to 2023-12-31

REYNOLDS AMERICAN MEDSAVE PLAN, founded in 1994, is a community nonprofit that reported $1.3M in total revenue in fiscal year 2023. Revenue grew 13% year-over-year, indicating healthy expansion. Net assets of $13.8M represent 131 months of operating reserves.

Mission

PROVISION OF CERTAIN MEDICAL BENEFITS AS A VOLUNTARY EMPLOYEES' BENEFIT ASSOCIATION.

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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%)

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Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $0
Program Service Revenue $692,454
Investment Income $569,247
Other Revenue $0
TOTAL REVENUE $1,261,701

Expense Breakdown

Grants Paid $0
Salaries & Benefits $0
Fundraising Expenses $0
Program Expenses $0
Other Expenses $1,456
TOTAL EXPENSES $1,302,245

Year-over-Year Comparison

2023 2022 Change
Revenue $1,261,701 $1,115,011 +0.1%
Expenses $1,302,245 $1,167,945 +0.1%
Net Income $-40,544 $-52,934 -0.2%
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

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Governance

Voting Members
1
Independent Members
1
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
JP MORGAN CHASE INSTITUTIONAL TRUSTEE 0.0
$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 $1,261,701 $1,302,245 $14,028,558 $-40,544
2022 $1,115,011 $1,167,945 $13,811,435 $-52,934
2021 $1,067,065 $900,070 $14,924,575 $166,995
2020 $1,303,551 $986,707 $15,238,008 $316,844
2019 $1,522,831 $1,202,168 $14,488,727 $320,663
2018 $1,376,618 $1,166,309 $14,318,706 $210,309
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