MDRT GLOBAL SERVICES (EIN 842903878) - 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

STEPHEN P STAHR

Phone

8476926378

Tax Period

2024-01-01 to 2024-12-31

MDRT GLOBAL SERVICES, founded in 2019, is a community nonprofit in the Community Improvement sector that reported $3.5M in total revenue in fiscal year 2024. Revenue surged 1872% from the prior year, signaling strong growth momentum. The organization ran a surplus of $2.5M, a strong 71% operating margin.

Mission

TO PROVIDE A MEANS FOR INFLUENCERS OF INSURANCE AND FINANCIAL SERVICES PROFESSIONALS TO ENGAGE IN VERY SPECIFIC WAYS WITH MDRT AS MEMBERS OF AN AFFILIATED MEMBERSHIP ORGANIZATION.

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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 (2024)

Revenue Breakdown

Contributions & Grants $3,198,678

Program Service Revenue $274,600

Investment Income $0

Other Revenue $0

TOTAL REVENUE $3,473,278

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $991,188

TOTAL EXPENSES $991,188

Year-over-Year Comparison

	2024	2023	Change
Revenue	$3,473,278	$176,128	+18.7%
Expenses	$991,188	N/A	N/A
Net Income	$2,482,090	$176,128	+13.1%

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

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

$1,549,260

Total Directors

$405,181

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
PEGGY TSAI	FORMER PAST PRESIDENT	1.00	Officer Director	$0	$0	$61,041
AURORA TANCOCK	SECRETARY	1.00	Officer Director	$0	$0	$35,206
GREG GAGNE	PAST PRESIDENT	1.00	Officer Director	$0	$0	$88,788
CAROL KHENG	PRESIDENT	1.00	Officer Director	$0	$0	$112,308
JOHN NICHOLS	1ST VICE PRESIDENT	1.00	Officer Director	$0	$0	$48,914
CLAY GILLESPIE	2ND VICE PRESIDENT	1.00	Officer Director	$0	$0	$58,924
STEPHEN STAHR	CEO	1.00	Officer	$0	$150,058	$1,144,079

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	$3,473,278	$991,188	$306,651	$2,482,090

MDRT GLOBAL SERVICES