MEDIC ALERT FOUNDATION UNITED STATES (EIN 941494446) - 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

1956

Legal Domicile

Principal Officer

KAREN CASSEL

Phone

8004325378

Tax Period

2024-10-01 to 2025-09-30

MEDIC ALERT FOUNDATION UNITED STATES, founded in 1956, is a community nonprofit in the Health Care sector that reported $8.7M in total revenue in fiscal year 2024. Revenue decreased 13% compared to the prior year.

Mission

TO SAVE AND PROTECT LIVES BY SHARING INFORMATION IN OUR MEMBERS' MOMENT OF NEED.

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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 $1,241,495

Program Service Revenue $6,533,472

Investment Income $390,679

Other Revenue $554,567

TOTAL REVENUE $8,720,213

Expense Breakdown

Grants Paid $0

Salaries & Benefits $5,369,587

Fundraising Expenses $0

Program Expenses $6,908,163

Other Expenses $3,786,080

TOTAL EXPENSES $9,155,667

Year-over-Year Comparison

	2024	2023	Change
Revenue	$8,720,213	$10,028,227	-0.1%
Expenses	$9,155,667	$8,757,059	+0.0%
Net Income	$-435,454	$1,271,168	-1.3%

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

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

$1,177,232

Total Directors

Key Employees

$407,976

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
CASSEL KAREN	PRESIDENT & CHIEF EXECUTIVE OFFICER	40.00	Officer	$441,640	$33,311	$474,951
JERVIS JOSEFINA	CHIEF OPERATING OFFICER	40.00	Officer	$399,105	$44,915	$444,020
KOO KATHY	CHIEF FINANCIAL OFFICER	40.00	Officer	$235,795	$22,466	$258,261
HYLTON JULIE	MARKETING VICE PRESIDENT	40.00	Key Emp	$209,857	$21,123	$230,980
TUCKER CORTNEY A	VP OF E-COMMERCE & DATA ANALYTICS	40.00	Highest	$200,344	$20,642	$220,986
TRAVERS LAUREN CHABOT	DIRECTOR OF OPERATIONS	40.00	Key Emp	$159,267	$17,729	$176,996
DUSHATSKY LANA	CORPORATE CONTROLLER	40.00	Highest	$123,465	$28,118	$151,583
VERBOUWENS DEANNA	MARKETING MANAGER	40.00	Highest	$134,043	$10,064	$144,107
RIOS VILLANUEVA JUAN MANUEL	USER EXPERIENCE ENGINEER	40.00	Highest	$130,025	$10,289	$140,314
MORTON JACOB THOMAS	SOFTWARE ENGINEER (THRU 03/25)	40.00	Highest	$123,465	$0	$123,465
LAIGN MICHAEL B	CHAIR (AS OF 9/24)	1.23	Officer Director	$0	$0	$0
LATIMER GAIL	VICE-CHAIR	1.23	Officer Director	$0	$0	$0
JOHNSTON LEWIS H	TREASURER	1.23	Officer Director	$0	$0	$0
KIGER ANNA J	SECRETARY	1.23	Officer Director	$0	$0	$0
MARSHALL DEANN	CHAIR (THRU 9/24)/CHAIR EMERITUS	1.23	Officer Director	$0	$0	$0
MICHAL JILL	DIRECTOR	1.23	Director	$0	$0	$0
VAN TERHEYDEN NICK	DIRECTOR	1.23	Director	$0	$0	$0
WEINER ROBERT	DIRECTOR	1.23	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
2025	$8,720,213	$9,155,667	$17,425,866	$-435,454
2024	$10,028,227	$8,757,059	$16,301,720	$1,271,168
2023	$8,247,975	$8,627,574	$13,657,998	$-379,599
2022	$9,055,554	$8,276,908	$13,445,786	$778,646
2021	$10,103,809	$8,619,340	$15,490,147	$1,484,469
2020	$8,673,816	$7,771,468	$13,450,917	$902,348
2019	$9,271,493	$8,487,031	$11,445,652	$784,462
2018	$8,426,818	$8,437,278	$11,741,537	$-10,460

MEDIC ALERT FOUNDATION UNITED STATES