MULTI-PLAN SERVICES AGENCY INC (EIN 813751949) - 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

2016

Legal Domicile

Principal Officer

SONYA BROWN

Phone

5107488334

Tax Period

2023-01-01 to 2023-12-31

MULTI-PLAN SERVICES AGENCY INC, founded in 2016, is a community nonprofit in the Employment sector that reported $7.3M in total revenue in fiscal year 2023.

Mission

THE ORGANIZATION HAS A WRITTEN REIMBURSEMENT POLICY FOR TRAVEL ACCEPTED BY THE BOARD.

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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 $6,745,877

Investment Income $505,864

Other Revenue $25,107

TOTAL REVENUE $7,276,848

Expense Breakdown

Grants Paid $0

Salaries & Benefits $2,184,355

Fundraising Expenses $0

Other Expenses $5,092,493

TOTAL EXPENSES $7,276,848

Year-over-Year Comparison

	2023	2022	Change
Revenue	$7,276,848	$6,779,260	+0.1%
Expenses	$7,276,848	$6,779,260	+0.1%
Net Income	$0	N/A	N/A

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

$288,153

Total Directors

Key Employees

$572,663

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Sonya Brown	CORPORATE SECRETARY	40.0	Officer	$216,490	$71,663	$288,153
Esther Redmon	MPSA Supervisor	40.0	Key Emp	$152,396	$71,663	$224,059
Sarah Lanphere	FBO Supervisor	40.0	Key Emp	$126,240	$71,663	$197,903
Corinne Parras	Fringe Benefits Field Rep II	40.0	Key Emp	$101,546	$49,155	$150,701
Jim Murray	Co-Chief Executive Officer	1.0	Officer Director	$0	$0	$0
FG Crosthwaite	Trustee	1.0	Director	$0	$0	$0
Steve Ingersol	Trustee	1.0	Director	$0	$0	$0
Dan Reding	Co-Chief Executive Officer	1.0	Officer Director	$0	$0	$0
Kevin Albanese	Trustee	1.0	Director	$0	$0	$0
Justin Diston	Trustee	1.0	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
2024	No data	No data	No data	No data
2023	$7,276,848	$7,276,848	$48,590,184	No data
2022	$6,779,260	$6,779,260	$45,956,589	No data
2021	$6,160,138	$6,160,138	$44,393,099	No data
2020	$7,238,104	$7,238,104	$43,213,288	No data
2019	$6,739,831	$6,739,831	$47,237,387	No data
2018	$5,237,578	$5,237,578	$48,446,082	No data

MULTI-PLAN SERVICES AGENCY INC