MESA ASSOCIATES GROUP HEALTH EMPLOYEE BENEFIT PLAN AND TRUST (EIN 631253395) - 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

2000

Legal Domicile

Principal Officer

RANJANA SAVANT

Phone

2562582100

Tax Period

2019-01-01 to 2019-12-31

Mesa Associates Group Health Employee Benefit Plan and Trust, founded in 2000, is a community nonprofit that reported $8.1M in total revenue in fiscal year 2018. Revenue grew 15% year-over-year, indicating healthy expansion.

Mission

THE PLAN IS A PARTIALLY SELF-INSURED EMPLOYER GROUP HEALTH PLAN. CONTRIBUTIONS TO THE PLAN ARE PROVIDED BY EMPLOYEE SALARY DEFERRALS AND BY DIRECT CONTRIBUTIONS FROM MESA ASSOCIATES, INC., THE PLAN SPONSOR. ALL FULL-TIME EMPLOYEES ARE ELIGIBLE TO PARTICIPATE. THE PLAN IS SUBJECT TO THE PROVISIONS OF THE EMPLOYEE RETIREMENT INCOME SECURITY ACT OF 1974 (ERISA).

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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 (2019)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $9,804,258

Investment Income $1,743

Other Revenue $0

TOTAL REVENUE $9,806,001

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $9,814,829

Other Expenses $1,142,152

TOTAL EXPENSES $9,814,829

Year-over-Year Comparison

	2019	2018	Change
Revenue	$9,806,001	$8,112,292	+0.2%
Expenses	$9,814,829	$8,371,884	+0.2%
Net Income	$-8,828	$-259,592	-1.0%

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JUNE BUNNELL	ADMINISTRATO	2.00	Officer Director	$0	$0	$0
DESTINIE C SAVANT	HR ADMINISTR	2.00	Officer Director	$0	$0	$0
RANJANA SAVANT	ADMINISTRATO	1.00	Officer Director	$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
2019	$9,806,001	$9,814,829	No data	$-8,828
2018	$8,112,292	$8,371,884	$40,683	$-259,592

MESA ASSOCIATES GROUP HEALTH EMPLOYEE BENEFIT PLAN AND TRUST