COLUMBIA UNIV RETIREE MEDICAL & LIFE INS BENEFITS TRUST (EIN 133800106) - Form 990 Financial Analysis & Trantor Score

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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

1994

Legal Domicile

Phone

2128534693

Tax Period

2023-07-01 to 2024-06-30

COLUMBIA UNIV RETIREE MEDICAL & LIFE INS BENEFITS TRUST, founded in 1994, is a community nonprofit in the Mutual Benefit sector that reported $7.6M in total revenue in fiscal year 2023. Revenue fell 70% from the prior year — a significant decline worth monitoring. The organization ran a surplus of $1.2M, a strong 15% operating margin.

Mission

SUPPORT COLUMBIA UNIVERSITY'S MEDICAL AND LIFE INSURANCE BENEFITS.

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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%)

Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $1,300,738

Investment Income $6,347,266

Other Revenue $0

TOTAL REVENUE $7,648,004

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $5,055,359

Other Expenses $1,519,806

TOTAL EXPENSES $6,487,974

Year-over-Year Comparison

	2023	2022	Change
Revenue	$7,648,004	$25,760,888	-0.7%
Expenses	$6,487,974	$10,713,813	-0.4%
Net Income	$1,160,030	$15,047,075	-0.9%

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

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

$2,610,313

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Anne Sullivan	TRUSTEE	0.1	Director	$0	$59,031	$1,068,093
Soulaymane Kachani	TRUSTEE	0.1	Director	$0	$90,165	$689,482
William McKoy	TRUSTEE	0.1	Director	$0	$109,208	$852,738

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
2025	No data	No data	No data	No data
2024	$7,648,004	$6,487,974	$241,353,087	$1,160,030
2023	$25,760,888	$10,713,813	$227,538,435	$15,047,075
2022	$17,105,958	$14,720,440	$221,623,843	$2,385,518
2021	$15,024,867	$12,865,421	$260,242,864	$2,159,446
2020	$11,309,784	$11,298,391	$211,725,994	$11,393
2019	$9,111,195	$10,311,864	$211,369,327	$-1,200,669
2018	$80,189,978	$11,881,129	$200,881,815	$68,308,849

COLUMBIA UNIV RETIREE MEDICAL & LIFE INS BENEFITS TRUST