INTEL RETIREE MEDICAL PLAN 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

1996

Legal Domicile

Principal Officer

TIMOTHY W FRESSO

Phone

4087658080

Tax Period

2023-01-01 to 2023-12-31

INTEL RETIREE MEDICAL PLAN TRUST, founded in 1996, is a mid-sized nonprofit that reported $46.3M in total revenue in fiscal year 2023. Revenue fell 50% from the prior year — a significant decline worth monitoring. Net assets of $514.7M represent 133 months of operating reserves.

Mission

PROVIDE MEDICAL BENEFITS FOR ELIGIBLE RETIRED EMPLOYEES OF INTEL CORPORATION AND THEIR DEPENDENTS

Program Service Accomplishments

Program 1

Expenses: $47,342,668 Revenue: $7,066,995

PROVIDE MEDICAL BENEFITS FOR ELIGIBLE RETIRED EMPLOYEES OF INTEL CORPORATION AND THEIR DEPENDENTS

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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 $7,066,995

Investment Income $39,259,157

Other Revenue $3,358

TOTAL REVENUE $46,329,510

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $47,342,668

Other Expenses $17,395,039

TOTAL EXPENSES $47,342,668

Year-over-Year Comparison

	2023	2022	Change
Revenue	$46,329,510	$92,107,235	-0.5%
Expenses	$47,342,668	$-10,701,975	-5.4%
Net Income	$-1,013,158	$102,809,210	-1.0%

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

N/A

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
N/A	TRUSTEE	0.00		$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	No data	No data	No data	No data
2023	$46,329,510	$47,342,668	$548,863,510	$-1,013,158
2022	$92,107,235	$-10,701,975	$503,345,398	$102,809,210
2021	$97,588,377	$72,174,141	$691,186,910	$25,414,236
2020	$23,894,196	$75,840,316	$629,943,310	$-51,946,120
2020	$23,894,196	$75,840,316	$629,943,310	$-51,946,120
2019	$29,402,107	$117,195,823	$574,875,807	$-87,793,716
2018	$20,944,087	$48,993,098	$480,612,784	$-28,049,011