American Airlines Inc Ltd Plan Trust (EIN 133031823) - 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

1983

Legal Domicile

Principal Officer

LEKRESA BROWN

Phone

6822780383

Tax Period

2023-01-01 to 2023-12-31

American Airlines Inc Ltd Plan Trust, founded in 1983, is a mid-sized nonprofit that reported $12.9M in total revenue in fiscal year 2023. Revenue fell 28% from the prior year — a significant decline worth monitoring. Expenses of $15.3M exceeded revenue, resulting in a 19% operating deficit.

Mission

PROVIDE EMPLOYEE PLAN PARTICIPANTS LONG-TERM DISABILITY BENEFITS.

🔒

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 $5,935,183

Investment Income $6,968,058

Other Revenue $0

TOTAL REVENUE $12,903,241

Expense Breakdown

Grants Paid $0

Salaries & Benefits $3,370

Fundraising Expenses $0

Other Expenses $1,657,334

TOTAL EXPENSES $15,334,041

Year-over-Year Comparison

	2023	2022	Change
Revenue	$12,903,241	$17,926,211	-0.3%
Expenses	$15,334,041	$14,863,800	+0.0%
Net Income	$-2,430,800	$3,062,411	-1.8%

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

N/A

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 CO	TRUSTEE (See Schedule O)	0.0		$3,369	$0	$3,369

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	$12,903,241	$15,334,041	$248,390,880	$-2,430,800
2022	$17,926,211	$14,863,800	$250,821,679	$3,062,411
2021	$32,968,121	$14,037,969	$247,759,268	$18,930,152
2020	$16,032,905	$14,887,801	$228,829,116	$1,145,104
2019	$17,632,056	$14,337,802	$227,684,012	$3,294,254
2018	$20,830,893	$13,317,305	$224,389,758	$7,513,588

American Airlines Inc Ltd Plan Trust