FRATERNAL ORDER OF POLICE FORT PITT LODGE NO 1 RETIREE MEDICAL TRUST (EIN 833078132) - 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

2019

Legal Domicile

Principal Officer

ELIZABETH PHILLIPS

Phone

4123252200

Tax Period

2023-01-01 to 2023-12-31

FRATERNAL ORDER OF POLICE FORT PITT LODGE NO 1 RETIREE MEDICAL TRUST, founded in 2019, is a community nonprofit in the Mutual Benefit sector that reported $2.0M in total revenue in fiscal year 2023. Revenue surged 93% from the prior year, signaling strong growth momentum. The organization ran a surplus of $1.9M, a strong 94% operating margin.

Mission

THE ORGANIZATION'S MISSION IS TO MAINTAIN TRUST ASSETS INTENDED FOR THE PROVISION OF MEDICAL EXPENSE REIMBURSEMENT UPON THE RETIREMENT OF INDIVIDUALS WHO ARE EMPLOYED BY THE CITY OF PITTSBURGH POLICE DEPARTMENT, ARE MEMBERS OF THE BARGAINING UNIT REPRESENTED BY THE FRATERNAL ORDER OF POLICE FORT PITT LODGE NO. 1, HAVE HAD CONTRIBUTIONS MADE TO THE TRUST ON THE INDIVIDUAL'S BEHALF, AND HAVE MET ALL THE ELIGIBLITY REQUIREMENTS.

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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 $1,800,000

Investment Income $188,674

Other Revenue $0

TOTAL REVENUE $1,988,674

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $126,166

Other Expenses $126,166

TOTAL EXPENSES $126,166

Year-over-Year Comparison

	2023	2022	Change
Revenue	$1,988,674	$1,032,989	+0.9%
Expenses	$126,166	$76,926	+0.6%
Net Income	$1,862,508	$956,063	+0.9%

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
SUSAN HILLEN	TRUSTEE	1.00	Director	$0	$0	$0
ELIZABETH PHILLIPS	TRUSTEE	1.00	Director	$0	$0	$0
JONATHAN GROMEK	TRUSTEE	1.00	Director	$0	$0	$0
TAWNA NEWMAN	TRUSTEE	1.00	Director	$0	$0	$0
DAVID PASINI	TRUSTEE	1.00	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	$1,988,674	$126,166	$5,428,190	$1,862,508
2022	$1,032,989	$76,926	$3,163,819	$956,063
2021	$1,035,937	$77,219	$2,674,319	$958,718
2020	$516,078	$58,498	$1,565,424	$457,580

FRATERNAL ORDER OF POLICE FORT PITT LODGE NO 1 RETIREE MEDICAL TRUST