George's Inc Medical Plan & Trust

Nonprofit profile at a glance

Source: IRS Form 990. Selected filing: tax year 2024. Amounts in USD.

6 people listed

Selected names, not a complete roster or a statement of current roles. Open leadership details for the complete filed list.

Source: IRS Form 990. Selected filing: tax year 2024. Names and roles reflect this filing, not necessarily current officeholders.

To provide group medical and life insurance benefits.

Revenue model: Other-operating. 100% of the money available for current operations came from other operating revenue.
Distribution model: Cannot be determined from the filing. The filing does not provide enough consistent spending detail to tell whether the nonprofit works directly or through others.

- The available evidence is not sufficient to produce an overall rating for this filing. This is not a warning sign.

Consistency checks: 100%; rating input score 100; 62nd percentile among comparable filings
Pay-setting controls: Limited
Foreign activity oversight: Limited
Grant itemization coverage: Limited
Major donor itemization: Limited
Related-party transparency: Limited

Independent voting board: 100%; rating input score 100; 66th percentile among comparable filings
Governance controls: 3 of 7 controls in place; rating input score 43
- Conflict-of-interest policy: Fail
- Whistleblower policy: Fail
- Document-retention policy: Fail
- CEO compensation review process: NotApplicable
- Other executive compensation review process: NotApplicable
- Form 990 shared with the board: Fail
- Board meeting minutes documented: Pass
- Audit committee oversight: Pass
- Independent financial-statement audit: Pass

Operating margin: -11.2%; rating input score 9; 9th percentile among comparable filings
Total-asset coverage ratio: 0.08; rating input score 2; 2nd percentile among comparable filings
Liabilities to assets ratio: 1.91; rating input score 1; 1st percentile among comparable filings
Officer compensation ratio: 0%; rating input score 96; 96th percentile among comparable filings

Program expense growth: Limited
Revenue growth: 7.2% per year; rating input score 100; 60th percentile among comparable filings
Asset growth: 10.1% per year; rating input score 100; 65th percentile among comparable filings

Where the money goes: Financial trends and filed revenue, expense, asset, and liability detail
Governance: 5 of 5 board members independent · 3 of 7 filing controls reported
Programs: 1 filed program accomplishment
Leadership: top reported pay $0 · 6 people listed
Consistency: 10 of 11 current checks pass · 1 finding to review
Schedules: 3 filed schedules
Filing history: 14 filing years from 2010 to 2024
Contacts: How to reach this organization
Related organizations: 7 filed related-organization links
Grant readiness: Federal tax and exclusion status, award history, and grant-maker relationships.
People: Everyone the filings name, and which of them the filings identify by more than a name.

Signals prioritize questions for review. They are not findings of misconduct.

Moderate — Accountability: Governance controls: 4 of 7 not reported.
Moderate — Transparency & Controls: Fund balance restriction sum did not reconcile in the filed values.
High — Sustainability: Operating margin scored 9/100.
High — Sustainability: Total-asset coverage ratio scored 2/100.
High — Sustainability: Liabilities to assets ratio scored 1/100.