American Airlines Inc Supplemental… - Form 990 Financial Data

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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

2001

Legal Domicile

Principal Officer

LEKRESA BROWN

Phone

6822784734

Tax Period

2024-01-01 to 2024-12-31

American Airlines Inc Supplemental Medical Benefits Trust for APFA, founded in 2001, is a community nonprofit in the Mutual Benefit sector that reported $1.0M in total revenue in fiscal year 2024. Revenue surged 208% from the prior year, signaling strong growth momentum. The organization ran a surplus of $378K, a strong 37% operating margin.

Mission

THE COMPANY HAS ADOPTED AND ESTABLISHED THE SUPPLEMENTAL MEDICAL PLAN FOR EMPLOYEES OF PARTICIPATING AMERICAN AIRLINES GROUP SUBSIDIARIES TO PROVIDE SUPPLEMENTAL MEDICAL COVERAGE FOR FORMER EMPLOYEES REPRESENTED BY CERTAIN COLLECTIVE BARGAINING ASSOCIATIONS (EACH A "PARTICIPATING GROUP").

Program Service Accomplishments

Program 1

Provide payment of Supplemental Medical Benefits to Plan Participants. Benefits are funded by Employee contributions, alone or in combination with earnings of the investment assets held by the TRUST.

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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 $6,676

Investment Income $1,002,703

Other Revenue $0

TOTAL REVENUE $1,009,379

Expense Breakdown

Grants Paid $0

Salaries & Benefits $615

Fundraising Expenses $0

Other Expenses $57,606

TOTAL EXPENSES $631,604

Year-over-Year Comparison

	2024	2023	Change
Revenue	$1,009,379	$328,121	+2.1%
Expenses	$631,604	$223,565	+1.8%
Net Income	$377,775	$104,556	+2.6%

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

N/A

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
STATE STREET BANK TRUST CO	TRUSTEE (See Schedule O)	0.0		$615	$0	$615

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	$1,009,379	$631,604	$12,553,046	$377,775
2023	$328,121	$223,565	$12,175,271	$104,556
2022	$552,381	$180,805	$12,070,715	$371,576
2021	$1,208,610	$114,066	$11,699,139	$1,094,544
2020	$833,769	$196,151	$10,604,595	$637,618
2019	$866,196	$711,202	$9,966,977	$154,994
2018	$1,102,859	$468,955	$9,811,983	$633,904

American Airlines Inc Supplemental Medical Benefits Trust for APFA