SUPPLEMENTAL UNEMPLOYMENT BENEFIT PLAN OF XEROX CORP & THE XEROGRAPHIC DIVISION (EIN 061002325) - 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

1977

Legal Domicile

Principal Officer

SUZANNE GREENWAY

Phone

5854273941

Tax Period

2023-01-01 to 2023-12-31

SUPPLEMENTAL UNEMPLOYMENT BENEFIT PLAN OF XEROX CORP & THE XEROGRAPHIC DIVISION, founded in 1977, is a micro nonprofit that reported $29K in total revenue in fiscal year 2023. Revenue surged 204% from the prior year, signaling strong growth momentum. Expenses of $44K exceeded revenue, resulting in a 51% operating deficit.

Mission

THE PLAN IS A NONCONTRIBUTORY WELFARE PLAN COVERING SUBSTANTIALLY ALL U.S. XEROX EMPLOYEES COVERED BY UNITED COLLECTIVE BARGAINING AGREEMENTS. THE PLAN PROVIDES UNEMPLOYMENT BENEFITS WHICH ARE SUPPLEMENTAL TO BENEFITS PROVIDED UNDER ANY STATE UNEMPLOYMENT SYSTEM OR OTHER COMPENSATION AND UNEMPLOYMENT BENEFIT PROGRAMS.

🔒

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 (2023)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $0

Investment Income $29,224

Other Revenue $0

TOTAL REVENUE $29,224

Expense Breakdown

Grants Paid $0

Salaries & Benefits $4,000

Fundraising Expenses $0

Other Expenses $40,000

TOTAL EXPENSES $44,000

Year-over-Year Comparison

	2023	2022	Change
Revenue	$29,224	$9,612	+2.0%
Expenses	$44,000	$41,000	+0.1%
Net Income	$-14,776	$-31,388	-0.5%

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
STATE STREET BANK TRUST COMPANY	TRUSTEE	1.0		$4,000	$0	$4,000

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	$29,224	$44,000	$575,499	$-14,776
2022	$9,612	$41,000	$590,025	$-31,388
2021	$1,192	$45,990	$621,496	$-44,798
2020	$2,816	$42,155	$704,196	$-39,339
2019	$15,103	$45,667	$712,800	$-30,564
2018	$13,056	$57,918	$735,197	$-44,862

SUPPLEMENTAL UNEMPLOYMENT BENEFIT PLAN OF XEROX CORP & THE XEROGRAPHIC DIVISION