NECA IBEW FAMILY MEDICAL CARE TRUS… - 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

2006

Legal Domicile

Principal Officer

PAUL A NOBLE

Phone

3015564300

Tax Period

2025-01-01 to 2025-12-31

NECA IBEW FAMILY MEDICAL CARE TRUST FUND, founded in 2006, is a major nonprofit in the Mutual Benefit sector that reported $850.2M in total revenue in fiscal year 2025. Revenue grew 10% year-over-year, indicating healthy expansion. Expenses of $765.1M left a modest 10% surplus.

Mission

TO PROVIDE HEALTH AND WELFARE BENEFITS FOR ELIGIBLE MEMBERS.

Program Service Accomplishments

Program 1

TO PROVIDE MEDICAL, LIFE, TEMPORARY DISABILITY, ACCIDENTAL DEATH AND DISMEMBERMENT, PRESCRIPTION DRUG, DENTAL AND VISION BENEFITS TO ELIGIBLE PARTICIPANTS, DEPENDENTS AND BENEFICIARIES.

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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 (2025)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $826,492,056

Investment Income $23,593,997

Other Revenue $80,107

TOTAL REVENUE $850,166,160

Expense Breakdown

Grants Paid $0

Salaries & Benefits $6,257,955

Fundraising Expenses $0

Other Expenses $13,087,848

TOTAL EXPENSES $765,063,658

Year-over-Year Comparison

	2025	2024	Change
Revenue	$850,166,160	$771,043,853	+0.1%
Expenses	$765,063,658	$704,476,157	+0.1%
Net Income	$85,102,502	$66,567,696	+0.3%

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

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
KENNETH W COOPER	TRUSTEE	3.00	Director	$0	$0	$0
PAUL A NOBLE	TRUSTEE	3.00	Director	$0	$0	$0
DAVID LONG	TRUSTEE	3.00	Director	$0	$0	$0
EDWARD ALLEN	TRUSTEE	3.00	Director	$0	$0	$0
JONATHAN MANDL	TRUSTEE (EFF 6/2025)	3.00	Director	$0	$0	$0
CURT SIMS	TRUSTEE (EFF 6/2025)	3.00	Director	$0	$0	$0
GREGORY BOWMAN	TRUSTEE (TO 6/2025)	3.00	Director	$0	$0	$0
RYAN COURTNEY	TRUSTEE (TO 6/2025)	3.00	Director	$0	$0	$0
TRACY GOLDEN	MANAGING DIRECTOR	40.00	Highest	$273,844	$51,209	$325,053
RYAN STOREY	DIRECTOR OF PHARMACY SOLUTIONS	40.00	Highest	$227,780	$50,065	$277,845
AMY DULL	DIRECTOR OF CLINICAL EXCELLENCE & PARTICIPANT ADVO	40.00	Highest	$189,154	$48,132	$237,286
KRISTIN BOGENREIF	DIRECTOR OF GROWTH AND DEVELOPMENT	40.00	Highest	$188,531	$16,944	$205,475
LYNDSEE COOPER	DIRECTOR OF MENTAL HEALTH AWARENESS & ADVOCACY	40.00	Highest	$157,854	$47,279	$205,133

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
2025	$850,166,160	$765,063,658	$1,248,736,397	$85,102,502
2024	No data	No data	No data	No data
2023	$712,920,157	$625,863,582	$962,514,057	$87,056,575
2022	$648,727,699	$537,999,350	$814,061,066	$110,728,349
2021	$708,443,859	$506,706,629	$797,485,688	$201,737,230
2020	$571,469,235	$490,797,666	$631,144,058	$80,671,569
2019	$556,115,365	$490,219,606	$514,848,160	$65,895,759
2018	$545,536,746	$485,495,009	$408,570,617	$60,041,737

NECA IBEW FAMILY MEDICAL CARE TRUST FUND