MISSOURI CHAMBER FEDERATION BENEFIT PLAN TRUST (EIN 820907005) - 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

2017

Legal Domicile

Principal Officer

KARA CORCHES

Phone

5736343511

Tax Period

2023-01-01 to 2023-12-31

MISSOURI CHAMBER FEDERATION BENEFIT PLAN TRUST, founded in 2017, is a major nonprofit in the Mutual Benefit sector that reported $215.3M in total revenue in fiscal year 2023. Revenue grew 14% year-over-year, indicating healthy expansion.

Mission

THE ORGANIZATION IS A MULTIPLE EMPLOYER WELFARE ARRANGEMENT WHICH PROVIDES SELF-FUNDED MEDICAL AND PRESCRIPTION DRUG BENEFITS FOR ITS MEMBERS.

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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 $214,461,258

Investment Income $828,614

Other Revenue $0

TOTAL REVENUE $215,289,872

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $21,450,933

TOTAL EXPENSES $214,684,981

Year-over-Year Comparison

	2023	2022	Change
Revenue	$215,289,872	$189,450,150	+0.1%
Expenses	$214,684,981	$189,237,109	+0.1%
Net Income	$604,891	$213,041	+1.8%

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
DAN MEHAN	TRUSTEE & CHAIRPERSON	1.00	Director	$0	$0	$0
RON FITZWATER	TRUSTEE/TREASURER	1.00	Director	$0	$0	$0
FRANK BURKHEAD	TRUSTEE	1.00	Director	$0	$0	$0
BRENDAN COSSETTE	PLAN ADMINISTRATOR	1.00	Officer	$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	$215,289,872	$214,684,981	$28,225,383	$604,891
2022	$189,450,150	$189,237,109	$24,915,946	$213,041
2021	$154,906,517	$154,176,001	$21,127,106	$730,516
2020	$115,586,515	$114,648,803	$15,708,246	$937,712

MISSOURI CHAMBER FEDERATION BENEFIT PLAN TRUST