MONTEFIORE NYACK HOSPITAL NY RETIREE MEDICAL PLAN VEBA AND TRUST (EIN 874774733) - Form 990 Financial Analysis & Trantor Score

🔒

Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Financial Trends

Organization Details

Formation Year

2022

Legal Domicile

Principal Officer

JOHN S BURKE

Phone

8007227214

Tax Period

2022-12-02 to 2022-12-31

MONTEFIORE NYACK HOSPITAL NY RETIREE MEDICAL PLAN VEBA AND TRUST, founded in 2022, is a small nonprofit in the Mutual Benefit sector that reported $282K in total revenue in fiscal year 2022.

Mission

THE TRUST IS ESTABLISHED FOR THE EXCLUSIVE PURPOSE OF PROVIDING REIMBURSEMENT OF QUALIFYING MEDICAL EXPENSES FOR ELIGIBLE RETIRED COVERED EMPLOYEES UPON THEIR RETIREMENT, AS PROVIDED IN THE COLLECTIVE BARGAINING AGREEMENT, AND TO FURTHER PROVIDE MEANS FOR FINANCING AND MAINTAINING THE OPERATION AND ADMINISTRATION OF THE TUST AND THE PLAN.

🔒

Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

Sign in to view Trantor Score and financial metrics

Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2022)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $281,464

Investment Income $168

Other Revenue $0

TOTAL REVENUE $281,632

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $0

TOTAL EXPENSES $0

Year-over-Year Comparison

	2022	2021	Change
Revenue	$281,632	N/A	N/A
Expenses	N/A	N/A	N/A
Net Income	N/A	N/A	N/A

Key Indicators

✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✗ Schedule B Required

🔒

Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

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
MICHAEL HERTZ	UNION TRUSTEE	0.50	Director	$0	$0	$0
ANNA PERKINS	UNION TRUSTEE	0.50	Director	$0	$0	$0
KATARINA MURRAY	UNION TRUSTEE	0.50	Director	$0	$0	$0
MARY SCHINICK	EMPLOYER TRUSTEE	0.50	Director	$0	$0	$0
JOHN BURKE	EMPLOYER TRUSTEE	0.50	Director	$0	$0	$0
KATY LUMNEY	EMPLOYER TRUSTEE	0.50	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
2022	$281,632	No data	$281,632	No data

MONTEFIORE NYACK HOSPITAL NY RETIREE MEDICAL PLAN VEBA AND TRUST