United States Steel Corporation Represented Retirees Benefit Trust (EIN 251732974) - 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

4124335070

Tax Period

2023-01-01 to 2023-12-31

United States Steel Corporation Represented Retirees Benefit Trust, founded in 1994, is a mid-sized nonprofit that reported $59.4M in total revenue in fiscal year 2023. Revenue decreased 19% compared to the prior year. Expenses of $154.8M exceeded revenue, resulting in a 161% operating deficit.

Mission

PAYMENT OF LIFE AND HEALTH INSURANCE BENEFITS FOR REPRESENTED RETIRED EMPLOYEES OF U. S. STEEL.

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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 $75,000

Investment Income $59,320,354

Other Revenue $0

TOTAL REVENUE $59,395,354

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $0

Other Expenses $4,686,070

TOTAL EXPENSES $154,828,639

Year-over-Year Comparison

	2023	2022	Change
Revenue	$59,395,354	$73,357,672	-0.2%
Expenses	$154,828,639	$95,657,009	+0.6%
Net Income	$-95,433,285	$-22,299,337	+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
N/A	institutional trustee	0.0		$237,730	$0	$237,730

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	$59,395,354	$154,828,639	$1,700,609,361	$-95,433,285
2022	$73,357,672	$95,657,009	$1,730,354,534	$-22,299,337
2021	$155,308,941	$88,767,794	$2,085,258,668	$66,541,147
2020	$102,780,903	$138,702,014	$2,087,698,211	$-35,921,111
2019	$82,881,090	$112,627,547	$2,005,715,247	$-29,746,457
2018	$64,319,842	$128,772,175	$1,851,780,654	$-64,452,333

United States Steel Corporation Represented Retirees Benefit Trust