MTA Medical Benefits Trust

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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

1986

Legal Domicile

Phone

2095260191

Tax Period

2023-07-01 to 2024-06-30

MTA Medical Benefits Trust, founded in 1986, is a community nonprofit that reported $1.1M in total revenue in fiscal year 2023. Revenue grew 13% year-over-year, indicating healthy expansion. The organization ran a surplus of $261K, a strong 23% operating margin.

Mission

The Trust provides indirect reimbursement for medical insurance premiums incurred by eligible retirees.

Program Service Accomplishments

Program 1

Expenses: $777,340

The Trust provides indirect reimbursement for medical insurance premiums incurred by eligible retirees.

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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 $726,649

Program Service Revenue $0

Investment Income $404,564

Other Revenue $0

TOTAL REVENUE $1,131,213

Expense Breakdown

Grants Paid $0

Salaries & Benefits $30,480

Fundraising Expenses $0

Program Expenses $777,340

Other Expenses $61,929

TOTAL EXPENSES $869,749

Year-over-Year Comparison

	2023	2022	Change
Revenue	$1,131,213	$1,003,132	+0.1%
Expenses	$869,749	$795,960	+0.1%
Net Income	$261,464	$207,172	+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

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

$20,400

Total Directors

$30,480

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Chris Peterson	Chairman	4.00	Officer Director	$5,520	$0	$5,520
Mike Doornewaard	Treasurer	4.00	Officer Director	$5,400	$0	$5,400
Jeff Bakker	Secretary	4.00	Officer Director	$5,400	$0	$5,400
Cameron Guinn	Vice Chair	4.00	Officer Director	$4,080	$0	$4,080
Judy Lyons	Trustee	4.00	Director	$3,360	$0	$3,360
Carrie Patino	Trustee	4.00	Director	$3,360	$0	$3,360
Jeena Kraus	Trustee	4.00	Director	$3,080	$0	$3,080
Nicole Inderbitzen	Trustee	4.00	Director	$280	$0	$280
Peter Rodgers	Executive Dir.	4.00	Officer 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
2025	No data	No data	No data	No data
2024	$1,131,213	$869,749	$11,215,862	$261,464
2023	$1,003,132	$795,960	$10,109,802	$207,172
2022	$820,394	$721,681	$9,340,246	$98,713
2021	$1,268,680	$603,699	$10,776,715	$664,981
2020	$507,829	$608,291	$8,272,701	$-100,462
2019	$631,777	$679,989	$8,862,362	$-48,212