RAND Retiree Medical Benefits Trust

EIN: 954496399

Santa Monica, CA

Total Revenue
$638,643
Total Expenses
$1,246,110
Total Assets
$26,021,037
Net Assets
$25,974,466
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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
1993
Legal Domicile
CA
Phone
3103930411
Tax Period
2023-01-01 to 2023-12-31

RAND Retiree Medical Benefits Trust, founded in 1993, is a small nonprofit that reported $639K in total revenue in fiscal year 2023. Revenue fell 44% from the prior year — a significant decline worth monitoring. Expenses of $1.2M exceeded revenue, resulting in a 95% operating deficit.

Mission

PROVIDE FUNDS FOR MEDICAL BENEFITS OF ELIGIBLE RETIREES OF THE RAND CORPORATION

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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%)

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Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $0
Program Service Revenue $236,246
Investment Income $402,397
Other Revenue $0
TOTAL REVENUE $638,643

Expense Breakdown

Grants Paid $0
Salaries & Benefits $0
Fundraising Expenses $0
Program Expenses $1,246,110
Other Expenses $35,804
TOTAL EXPENSES $1,246,110

Year-over-Year Comparison

2023 2022 Change
Revenue $638,643 $1,130,345 -0.4%
Expenses $1,246,110 $1,294,645 0.0%
Net Income $-607,467 $-164,300 +2.7%
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

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Governance

Voting Members
1
Independent Members
1
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
0
$0
Total Directors
0
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
N/A TRUSTEE 1.0
$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 $638,643 $1,246,110 $26,021,037 $-607,467
2022 $1,130,345 $1,294,645 $24,007,783 $-164,300
2021 $1,689,818 $1,339,042 $28,750,709 $350,776
2020 $1,933,854 $1,218,845 $26,826,994 $715,009
2019 $2,965,794 $958,415 $24,923,650 $2,007,379
2018 $1,620,074 $788,810 $21,310,064 $831,264
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