ELECTRICAL MEDICAL TRUST (EIN 741621269) - Form 990 Financial Analysis & Trantor Score

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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

1969

Legal Domicile

Principal Officer

Stephen Gonzales

Phone

7136439300

Tax Period

2024-01-01 to 2024-12-31

ELECTRICAL MEDICAL TRUST, founded in 1969, is a mid-sized nonprofit that reported $31.9M in total revenue in fiscal year 2024. The organization ran a surplus of $6.0M, a strong 19% operating margin.

Mission

To provide medical benefits to electricians in Houston

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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%)

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $29,380,147

Investment Income $1,429,539

Other Revenue $1,135,619

TOTAL REVENUE $31,945,305

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $25,505,241

Other Expenses $469,717

TOTAL EXPENSES $25,974,958

Year-over-Year Comparison

	2024	2023	Change
Revenue	$31,945,305	$31,430,846	+0.0%
Expenses	$25,974,958	$24,606,559	+0.1%
Net Income	$5,970,347	$6,824,287	-0.1%

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

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
Allen Grainey	Mangaement Trustee	002.00	Officer Director	$0	$0	$0
Brad Hibbets	Management Trustee	002.00	Director	$0	$0	$0
Randy Lozano	Labor Trustee	002.00	Director	$0	$0	$0
Calvin Brisker	Labor Trustee	002.00	Director	$0	$0	$0
Stephen Gonzales	Labor Trustee	002.00	Officer Director	$0	$0	$0
Curtis Harbor	Management Trustee	002.00	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	$31,945,305	$25,974,958	$37,102,888	$5,970,347
2023	$31,430,846	$24,606,559	$29,664,767	$6,824,287
2022	$26,810,599	$21,033,723	$21,145,072	$5,776,876
2021	$26,989,714	$19,253,778	$15,218,618	$7,735,936
2020	$22,057,471	$18,393,026	$7,270,074	$3,664,445
2019	$22,721,298	$22,784,820	$5,355,503	$-63,522
2018	$22,872,804	$22,220,197	$6,046,402	$652,607

ELECTRICAL MEDICAL TRUST