WASHINGTON UNIVERSITY RMSA EMPLOYEE (EIN 616328954) - 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

2007

Legal Domicile

Principal Officer

SCOT BEMIS

Phone

8775353910

Tax Period

2023-01-01 to 2023-12-31

WASHINGTON UNIVERSITY RMSA EMPLOYEE, founded in 2007, is a community nonprofit in the Mutual Benefit sector that reported $5.2M in total revenue in fiscal year 2023. Revenue decreased 13% compared to the prior year. The organization ran a surplus of $3.5M, a strong 67% operating margin.

Mission

THIS PLAN PROVIDES A WAY FOR EMPLOYEES TO SAVE FOR OUT OF POCKET RETIREE HEALTH CARE EXPENSES IN A TAX FAVORABLE MANNER.

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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 $3,765,958

Investment Income $1,427,653

Other Revenue $0

TOTAL REVENUE $5,193,611

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $16,168

TOTAL EXPENSES $1,702,832

Year-over-Year Comparison

	2023	2022	Change
Revenue	$5,193,611	$5,966,171	-0.1%
Expenses	$1,702,832	$1,189,879	+0.4%
Net Income	$3,490,779	$4,776,292	-0.3%

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	1.0		$750	$0	$750

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	$5,193,611	$1,702,832	$60,656,106	$3,490,779
2022	$5,966,171	$1,189,879	$49,938,293	$4,776,292
2021	$7,734,385	$1,228,569	$56,579,864	$6,505,816
2020	$6,988,146	$787,507	$48,674,424	$6,200,639
2019	$4,528,167	$834,171	$40,058,174	$3,693,996
2018	$5,009,564	$642,356	$31,371,828	$4,367,208

WASHINGTON UNIVERSITY RMSA EMPLOYEE