Montgomery Hospital Workers Compensation Trust
Nonprofit profile at a glance
- EIN
- 232351775
- IRS 990-EZ coverage
- 2017–2024
- Forms available
- Form 990 2016, Form 990-EZ 2024
- Location
- Philadelphia, PA, USA
- Phone
- 2154561082
- Rating
- 73
- Verdict
- SUPPORTED
- Rating confidence
- Moderate
Reported finances
- Revenue
- $776
- Expenses
- $477
- Assets
- $0
- Liabilities
- $0
Source: IRS Form 990-EZ. Selected filing: tax year 2024. Amounts in USD.
Leadership & pay
6 people listed
Executive titles in this filing
- DIXIEANNE P JAMES (PRESIDENT - TRUSTEE)
People named in this filing
- LEWIS I GANTMAN ESQ (CHAIR - TRUSTEE)
- STEVEN BERK ESQ (VICE CHAIR - TRUSTEE)
- DIXIEANNE P JAMES (PRESIDENT - TRUSTEE)
Selected names, not a complete roster or a statement of current roles. Open leadership details for the complete filed list.
Source: IRS Form 990-EZ. Selected filing: tax year 2024. Names and roles reflect this filing, not necessarily current officeholders.
Overview
Mission
The trust was established for the purpose of providing a source of funds and maintaining adequate reserves for the payment of workers compensation benefits and related claims.
What it reported doing in 2024
Payment of workers compensation and related costs.
Operating model
- Revenue model
- Investment-supported. 100% of the money available for current operations came from recurring investment income.
- Distribution model
- Direct operator. The filing allocates 100% of reported program-service expenses outside its grant, affiliate-payment, and member-benefit lines. This expense classification does not rule out separately announced grant awards.
The verdict
SUPPORTED - A large share of available resources goes toward mission work and the filed numbers largely add up. Program spending has declined or grown slowly and revenue has declined or grown slowly.
Rating breakdown
- Financial Efficiency: 76
- Transparency & Controls: 82
- Sustainability: 48
- Growth: 0
Detailed rating inputs
Financial Efficiency
- Mission deployment rate: 61.5%; rating input score 61
- Program expense ratio: 100%; rating input score 100
Transparency & Controls
- Consistency checks: 100%; rating input score 100; 52nd percentile among comparable filings
- Major donor itemization: Limited
Sustainability
- Operating margin: 38.5%; rating input score 86; 86th percentile among comparable filings
- Total-asset coverage ratio: 0; rating input score 2; 2nd percentile among comparable filings
- Liabilities to assets ratio: Limited
- Officer compensation ratio: 0%; rating input score 56; 56th percentile among comparable filings
Growth
- Program expense growth: -54.4% per year; rating input score 0; 7th percentile among comparable filings
- Revenue growth: -29.4% per year; rating input score 0; 10th percentile among comparable filings
- Asset growth: -30.1% per year; rating input score 0; 7th percentile among comparable filings
Details
- Where the money goes: 61.5% of revenue deployed · 100% of spending went to programs
- Governance: Filed governance answers
- Accomplishments: 1 filed program accomplishment · $477 in reported program spending
- Leadership: top reported pay $0 · 6 people listed
- Consistency: 8 of 8 current checks pass
- Schedules: 3 filed schedules
- Filing history: 8 filing years from 2017 to 2024
- Contacts: How to reach this organization
- Related organizations: 11 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.
Key Signals
Signals prioritize questions for review. They are not findings of misconduct.
- High — Growth: Program expense growth scored 0/100.
- High — Growth: Revenue growth scored 0/100.
- High — Sustainability: Total-asset coverage ratio scored 2/100.
- High — Growth: Asset growth scored 0/100.
- Review — Sustainability: Officer compensation ratio scored 56/100.