UNIVERSITY OF ROCHESTER EMPLOYEE B… - Form 990 Financial Data

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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

2000

Legal Domicile

Principal Officer

HOLLY G CRAWFORD

Phone

5852752800

Tax Period

2019-01-01 to 2019-12-31

UNIVERSITY OF ROCHESTER EMPLOYEE BENEFIT TRUST, founded in 2000, is a micro nonprofit that reported $66K in total revenue in fiscal year 2019. Revenue fell 43% from the prior year — a significant decline worth monitoring. Expenses of $6.8M exceeded revenue, resulting in a 10267% operating deficit.

Mission

THE PURPOSE OF THIS TRUST IS TO PAY FOR EMPLOYEE BENEFITS OF THE EMPLOYER, UNIVERSITY OF ROCHESTER, WITHIN THE MEANING OF IRC SECTION 501(C)(9).

Program Service Accomplishments

Program 1

Expenses: $6,797,725 Revenue: $65,573

THIS TRUST IS ESTABLISHED FOR THE EXCLUSIVE BENEFIT OF THE ELIGIBLE EMPLOYEES OF THE UNIVERSITY OF ROCHESTER, THEIR ELIGIBLE DEPENDENTS, AND THEIR DESIGNATED BENEFICIARIES.

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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 (2019)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $0

Investment Income $65,573

Other Revenue $0

TOTAL REVENUE $65,573

Expense Breakdown

Grants Paid $0

Salaries & Benefits $6,797,725

Fundraising Expenses $0

Program Expenses $6,797,725

Other Expenses $0

TOTAL EXPENSES $6,797,725

Year-over-Year Comparison

	2019	2018	Change
Revenue	$65,573	$114,775	-0.4%
Expenses	$6,797,725	N/A	N/A
Net Income	$-6,732,152	$114,775	-59.7%

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

Key Employees

$670,185

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
HOLLY G CRAWFORD	ADMINISTRATOR	0.25	Key Emp	$0	$51,804	$670,185
BANK OF AMERICA	INSTITUTIONAL TRUSTEE	0.5		$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
2019	$65,573	$6,797,725	$124	$-6,732,152
2018	$114,775	No data	$6,732,276	No data

UNIVERSITY OF ROCHESTER EMPLOYEE BENEFIT TRUST