NATIONAL MLTSS HEALTH PLAN ASSOCIATION (EIN 813841361) - 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

MARY KASCHAK

Phone

2027296167

Tax Period

2023-01-01 to 2023-12-31

NATIONAL MLTSS HEALTH PLAN ASSOCIATION, founded in 2016, is a community nonprofit in the Community Improvement sector that reported $1.0M in total revenue in fiscal year 2023. Revenue surged 27% from the prior year, signaling strong growth momentum. Expenses of $919K left a modest 11% surplus.

Mission

TO PROMOTE THE COMMON BUSINESS INTEREST OF PLANS THAT CONTRACT WITH STATE MEDICAID PROGRAMS TO TAKE RISK FOR THE COST OF PROVIDING MANAGED LONG-TERM SERVICES AND SUPPORTS

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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 $644,675

Program Service Revenue $383,026

Investment Income $0

Other Revenue $0

TOTAL REVENUE $1,027,701

Expense Breakdown

Grants Paid $0

Salaries & Benefits $52,500

Fundraising Expenses $0

Program Expenses $530,425

Other Expenses $866,796

TOTAL EXPENSES $919,296

Year-over-Year Comparison

	2023	2022	Change
Revenue	$1,027,701	$811,666	+0.3%
Expenses	$919,296	$747,150	+0.2%
Net Income	$108,405	$64,516	+0.7%

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

$265,000

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
CHRISTOPHER PALMIERI	CHAIR	1.00	Officer Director	$0	$0	$0
SHARON ALEXANDER	VICE-CHAIR	0.50	Officer Director	$0	$0	$0
ANN MARY FERRIE	DIRECTOR	0.50	Officer Director	$0	$0	$0
JOHN LOVELACE	DIRECTOR	0.25	Director	$0	$0	$0
LEIGH DAVISON	TREASURER	0.25	Officer Director	$0	$0	$0
MARK HILLIKER	SECRETARY	0.25	Officer Director	$0	$0	$0
MICHELLE BENTZIEN-PURRINGTON	DIRECTOR	0.25	Director	$0	$0	$0
VAL WILLIAMS	DIRECTOR	0.25	Director	$0	$0	$0
JOSHUA BOYNTON	DIRECTOR	0.25	Director	$0	$0	$0
DR SUSAN STONE	DIRECTOR	0.25	Director	$0	$0	$0
MARY KASCHAK	CEO	25.00	Officer	$0	$0	$265,000

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	$1,027,701	$919,296	$1,168,999	$108,405
2022	$811,666	$747,150	$916,301	$64,516
2021	$636,122	$599,928	$817,444	$36,194
2020	$697,910	$641,462	$651,901	$56,448
2019	$564,187	$443,606	$468,402	$120,581
2018	$442,917	$411,535	$457,792	$31,382

NATIONAL MLTSS HEALTH PLAN ASSOCIATION