American Airlines Inc Supplemental Medical Benefits Trust(Post-Tax) (EIN 756497954) - 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

1990

Legal Domicile

Principal Officer

LEKRESHA BROWN

Phone

6822780383

Tax Period

2023-01-01 to 2023-12-31

American Airlines Inc Supplemental Medical Benefits Trust(Post-Tax), founded in 1990, is a community nonprofit that reported $2.0M in total revenue in fiscal year 2023. Revenue fell 40% from the prior year — a significant decline worth monitoring. The organization ran a surplus of $1.8M, a strong 89% operating margin.

Mission

Provide for the Payment of Health Benefits to Plan Participants.

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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 (2023)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $54,079

Investment Income $1,983,259

Other Revenue $0

TOTAL REVENUE $2,037,338

Expense Breakdown

Grants Paid $0

Salaries & Benefits $1,387

Fundraising Expenses $0

Other Expenses $47,013

TOTAL EXPENSES $231,116

Year-over-Year Comparison

	2023	2022	Change
Revenue	$2,037,338	$3,371,287	-0.4%
Expenses	$231,116	$399,697	-0.4%
Net Income	$1,806,222	$2,971,590	-0.4%

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

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		$1,387	$0	$1,387

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	$2,037,338	$231,116	$75,723,482	$1,806,222
2022	$3,371,287	$399,697	$73,917,260	$2,971,590
2021	$7,156,449	$368,619	$70,945,670	$6,787,830
2020	$2,965,455	$577,917	$64,157,840	$2,387,538
2019	$3,031,747	$535,589	$61,770,302	$2,496,158
2018	$3,921,335	$604,757	$59,274,144	$3,316,578

American Airlines Inc Supplemental Medical Benefits Trust(Post-Tax)