FEDEX PILOTS POST-MEDICARE RETIREE PREMIUM REIMBURSEMENT PLAN

EIN: 651297729 Mutual Benefit

MCLEAN, VA

Total Revenue
$17,961,634
Total Expenses
$5,649,400
Total Assets
$198,234,292
Net Assets
$198,139,948
🔒

Tuckman-Chang Vulnerability Assessment

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Sign In — Free (10 views/day)

Financial Trends

Organization Details

Formation Year
2007
Legal Domicile
VA
Principal Officer
DAN WHITE
Phone
7036894132
Tax Period
2024-01-01 to 2024-12-31

FEDEX PILOTS POST-MEDICARE RETIREE PREMIUM REIMBURSEMENT PLAN, founded in 2007, is a community nonprofit in the Mutual Benefit sector that reported $7.9M in total revenue in fiscal year 2018. Revenue fell 27% from the prior year — a significant decline worth monitoring. The organization ran a surplus of $5.0M, a strong 63% operating margin.

Mission

AS PROVIDED IN A COLLECTIVE BARGAINING AGREEMENT, THIS PLAN PROVIDES ELIGIBLE PILOTS AND THEIR SPOUSE A REIMBURSEMENT OF PREMIUMS PAID TO CERTAIN MEDICARE PLANS.

🔒

Trantor Score

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

Sign in to view Trantor Score and financial metrics

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

Sign In — Free (10 views/day)

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $0
Program Service Revenue $7,773,947
Investment Income $10,187,687
Other Revenue $0
TOTAL REVENUE $17,961,634

Expense Breakdown

Grants Paid $0
Salaries & Benefits $32,511
Fundraising Expenses $0
Other Expenses $650,834
TOTAL EXPENSES $5,649,400

Year-over-Year Comparison

2024 2023 Change
Revenue $17,961,634 $17,668,769 +0.0%
Expenses $5,649,400 $5,540,598 +0.0%
Net Income $12,312,234 $12,128,171 +0.0%
Key Indicators
Grants to Organizations Grants to Individuals Lobbying Political Activity Foreign Activities Donor Advised Fund Schedule B Required
🔒

Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Sign In

Governance

Voting Members
3
Independent Members
2
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
2
$652,109
Total Directors
6
$17,446
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
DAN WHITE ASST. DIRECTOR, REPRESENTATION 5.0
Officer
$0 $87,317 $459,861
THE NORTHERN TRUST COMPANY TRUSTEE 1.0
$260,005 $0 $260,005
CATHERINE POWERS ASST. DIREC. REP (THRU 03/24) 5.0
Officer
$0 $38,142 $192,248
AARON GRADY VEBA BOARD MEMBER 5.0
Director
$11,198 $0 $11,198
MICHAEL BROOME THRU 63024 VEBA BOARD MEMBER 5.0
Director
$4,335 $0 $4,335
DAVID JETER VEBA BOARD MEMBER (ALTERNATE) 5.0
Director
$1,913 $0 $1,913
KEVIN BIGGINS VEBA BOARD CHAIRMAN 5.0
Director
$0 $0 $0
Stephen Heid EFF 7124 VEBA BOARD MEMBER 5.0
Director
$0 $0 $0
BEN MONSHOR VEBA BOARD MEMBER (ALTERNATE) 5.0
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 $17,961,634 $5,649,400 $198,234,292 $12,312,234
2023 $17,668,769 $5,540,598 $180,251,110 $12,128,171
2022 $16,805,723 $4,482,172 $155,133,479 $12,323,551
2021 $17,107,233 $4,161,931 $178,997,483 $12,945,302
2020 $10,043,149 $3,133,352 $156,184,369 $6,909,797
2019 $11,141,128 $3,366,623 $135,986,421 $7,774,505
2018 $7,932,718 $2,920,465 $110,425,743 $5,012,253
Explore More Nonprofits
Top 100 Nonprofits in Virginia Largest U.S. Nonprofits Best Rated Nonprofits Most Efficient Nonprofits

Compare FEDEX PILOTS POST-MEDICARE RETIREE PREMIUM REIMBURSEMENT PLAN with other nonprofits in Virginia and across the country.