MSSA-ILA SUPPLEMENTAL BENEFIT PLAN (EIN 636084609) - 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

1972

Legal Domicile

Principal Officer

MARK BASS

Phone

2514325588

Tax Period

2023-10-01 to 2024-09-30

MSSA-ILA SUPPLEMENTAL BENEFIT PLAN, founded in 1972, is a community nonprofit that reported $3.6M in total revenue in fiscal year 2017. Expenses of $3.4M left a modest 6% surplus.

Mission

TO PROVIDE SUPPLEMENTAL BENEFITS

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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 $5,178,645

Investment Income $0

Other Revenue $0

TOTAL REVENUE $5,178,645

Expense Breakdown

Grants Paid $0

Salaries & Benefits $95,187

Fundraising Expenses $0

Program Expenses $5,118,064

Other Expenses $130,323

TOTAL EXPENSES $5,268,631

Year-over-Year Comparison

	2023	2022	Change
Revenue	$5,178,645	$6,108,932	-0.2%
Expenses	$5,268,631	$6,786,965	-0.2%
Net Income	$-89,986	$-678,033	-0.9%

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

388

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
GERALD HARVEY	TRUSTEE	2.00	Director	$0	$0	$0
DON JAMESON	CO-CHAIRMAN	2.00	Director	$0	$0	$0
JAMES DEAN	TRUSTEE	2.00	Director	$0	$0	$0
MARK BASS	CO-CHAIRMAN	2.00	Director	$0	$0	$0
CLAY SMITH	TRUSTEE	2.00	Director	$0	$0	$0
GREG SCHRUFF	TRUSTEE	2.00	Director	$0	$0	$0
BRITTON COOPER	TRUSTEE	2.00	Director	$0	$0	$0
MILES COVINGTON	TRUSTEE	2.00	Director	$0	$0	$0
JAMES BELL	TRUSTEE	2.00	Director	$0	$0	$0
STUART DUNN	TRUSTEE	2.00	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
2024	$5,178,645	$5,268,631	$10,759,523	$-89,986
2023	$6,108,932	$6,786,965	$9,922,603	$-678,033
2022	$4,839,826	$4,927,118	$9,835,503	$-87,292
2021	$4,632,071	$4,533,336	$9,271,097	$98,735
2020	$4,155,294	$6,065,441	$7,798,465	$-1,910,147
2019	$4,142,941	$2,427,835	$7,561,890	$1,715,106
2018	$3,617,601	$3,382,797	$6,534,451	$234,804

MSSA-ILA SUPPLEMENTAL BENEFIT PLAN