George's Inc Medical Plan & Trust (EIN 710685204) - 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

1990

Legal Domicile

Phone

4799277000

Tax Period

2023-01-01 to 2023-12-31

GEORGE'S INC MEDICAL PLAN & TRUST, founded in 1990, is a mid-sized nonprofit that reported $15.3M in total revenue in fiscal year 2018. Revenue decreased 13% compared to the prior year. Expenses of $17.8M exceeded revenue, resulting in a 16% operating deficit.

Mission

TO PROVIDE GROUP MEDICAL AND LIFE INSURANCE 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 $27,268,385

Investment Income $0

Other Revenue $0

TOTAL REVENUE $27,268,385

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $0

Other Expenses $3,389,847

TOTAL EXPENSES $25,796,468

Year-over-Year Comparison

	2023	2022	Change
Revenue	$27,268,385	$27,781,992	0.0%
Expenses	$25,796,468	$27,828,602	-0.1%
Net Income	$1,471,917	$-46,610	-32.6%

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

Employees

N/A

Volunteers

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	Role	Reportable Comp	Other Comp	Total
N/A	CO-CEO & CO-PRESIDENT	Officer Director	$0	$0	$0
N/A	CO-CEO & CO-PRESIDENT	Officer Director	$0	$0	$0
N/A	SR. VP, LEGAL, HR & EHS	Officer Director	$0	$0	$0
N/A	CHIEF FINANCE & ADMIN OFFICER	Officer Director	$0	$0	$0
N/A	SR. DIRECTOR, TOTAL REWARDS	Director	$0	$0	$0
N/A	SECRETARY/TREASURER	Officer	$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	$27,268,385	$25,796,468	$3,619,590	$1,471,917
2022	$27,781,992	$27,828,602	$2,045,423	$-46,610
2021	$27,212,707	$25,823,708	$1,768,217	$1,388,999
2020	$24,120,914	$27,479,744	$1,324,847	$-3,358,830
2019	$19,628,659	$18,228,421	$3,808,503	$1,400,238
2018	$15,342,774	$17,837,340	$1,867,237	$-2,494,566

George's Inc Medical Plan & Trust