RAYMOND REBSAMEN INVESTMENT TRUST (EIN 237160416) - Form 990 Financial Analysis & Trantor Score

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Tuckman-Chang Vulnerability Assessment

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

1971

Legal Domicile

Principal Officer

ALEXEY MALAKHOV

Phone

4795754505

Tax Period

2023-07-01 to 2024-06-30

RAYMOND REBSAMEN INVESTMENT TRUST, founded in 1971, is a micro nonprofit that reported $30K in total revenue in fiscal year 2018. Revenue fell 23% from the prior year — a significant decline worth monitoring. Expenses of $79K exceeded revenue, resulting in a 158% operating deficit.

Mission

TO CONTRIBUTE TO UNIVERSITY OF ARKANSAS SCHOOL OF BUSINESS STUDENTS FOR EDUCATIONAL DEVELOPMENT.

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Trantor Score

Financial Health & Payment Capacity Assessment (FICO Scale: 300–850)

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $0

Investment Income $-52,298

Other Revenue $0

TOTAL REVENUE $-52,298

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $99,560

Other Expenses $110,759

TOTAL EXPENSES $110,759

Year-over-Year Comparison

	2023	2022	Change
Revenue	$-52,298	$37,419	-2.4%
Expenses	$110,759	$74,927	+0.5%
Net Income	$-163,057	$-37,508	+3.3%

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

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
PU LIU	TRUSTEE	1.00	Director	$0	$0	$0
ALEXEY MALAKHOV	TRUSTEE	1.00	Director	$0	$0	$0
BRENT WILLIAMS	TRUSTEE	1.00	Director	$0	$0	$0
SERGIO SANTAMARIA	SECRETARY	1.00	Officer Director	$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
2025	No data	No data	No data	No data
2024	$-52,298	$110,759	$2,920,276	$-163,057
2023	$37,419	$74,927	$2,603,810	$-37,508
2022	$820,574	$37,826	$2,371,788	$782,748
2021	$142,682	$42,525	$2,494,598	$100,157
2020	$-8,904	$47,571	$1,553,296	$-56,475
2019	$30,462	$78,709	$1,354,646	$-48,247

RAYMOND REBSAMEN INVESTMENT TRUST