CASE NEW HOLLAND RETIREE MEDICAL SAVINGS ACCOUNT TRUST

EIN: 731668021 Mutual Benefit

RACINE, WI

Total Revenue
$1,924,684
Total Expenses
$1,825,033
Total Assets
$18,352,837
Net Assets
$18,352,837
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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
2002
Legal Domicile
DE
Principal Officer
Bart Gralczyk
Phone
2626366004
Tax Period
2023-01-01 to 2023-12-31

CASE NEW HOLLAND RETIREE MEDICAL SAVINGS ACCOUNT TRUST, founded in 2002, is a community nonprofit in the Mutual Benefit sector that reported $1.9M in total revenue in fiscal year 2023. Revenue surged 46% from the prior year, signaling strong growth momentum. Expenses of $1.8M left a modest 5% surplus.

Mission

TO PROVIDE RETIREES WITH A MEDICAL SAVINGS PLAN

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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%)

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Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $0
Program Service Revenue $650,994
Investment Income $1,273,690
Other Revenue $0
TOTAL REVENUE $1,924,684

Expense Breakdown

Grants Paid $0
Salaries & Benefits $0
Fundraising Expenses $0
Program Expenses $1,825,033
Other Expenses $0
TOTAL EXPENSES $1,825,033

Year-over-Year Comparison

2023 2022 Change
Revenue $1,924,684 $1,317,668 +0.5%
Expenses $1,825,033 $1,563,525 +0.2%
Net Income $99,651 $-245,857 -1.4%
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

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Governance

Voting Members
1
Independent Members
1
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
0
$0
Total Directors
0
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
N/A TRUSTEE 0.00
$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 $1,924,684 $1,825,033 $18,352,837 $99,651
2022 $1,317,668 $1,563,525 $17,406,586 $-245,857
2021 $1,995,684 $1,436,997 $22,388,248 $558,687
2020 $1,933,908 $1,305,565 $21,697,050 $628,343
2019 $2,009,480 $1,353,870 $19,677,184 $655,610
2018 $1,044,494 $1,162,915 $17,145,133 $-118,421
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