Aramco US Welfare Benefit Plan Trust

EIN: 133827659

Houston, TX

Total Revenue
$28,235,247
Total Expenses
$28,245,642
Total Assets
N/A
Net Assets
N/A
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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
NY
Principal Officer
RICHARD URBAN
Phone
7134324000
Tax Period
2020-01-01 to 2020-12-31

Aramco US Welfare Benefit Plan Trust, founded in 1994, is a mid-sized nonprofit that reported $28.2M in total revenue in fiscal year 2020. Revenue decreased 12% compared to the prior year.

Mission

This trust is intended to qualify as a VEBA under section 501c9 The purpose is to provide medical benefits to members

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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%)

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Financial Overview (2020)

Revenue Breakdown

Contributions & Grants $28,234,886
Program Service Revenue $0
Investment Income $361
Other Revenue $0
TOTAL REVENUE $28,235,247

Expense Breakdown

Grants Paid $0
Salaries & Benefits $0
Fundraising Expenses $0
Program Expenses $28,245,642
Other Expenses $1,645,694
TOTAL EXPENSES $28,245,642

Year-over-Year Comparison

2020 2019 Change
Revenue $28,235,247 $32,055,242 -0.1%
Expenses $28,245,642 $32,410,529 -0.1%
Net Income $-10,395 $-355,287 -1.0%
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

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Governance

Voting Members
N/A
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
4
$0
Total Directors
1
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
RICHARD URBAN Managing Director 1.000
Officer
$0 $0 $0
MELISSA WINDT Associate Director 1.000
Officer
$0 $0 $0
MARK BARDWELL Treasurer 1.000
Officer Director
$0 $0 $0
RONALD CHARLES Assistant Treasurer 1.000
Officer
$0 $0 $0
N/A Directed Trustee N/A
$0 $0 $0
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
2020 $28,235,247 $28,245,642 No data $-10,395
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