UAW RETIREES OF ACC BENEFIT TRUST (EIN 276927927) - 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

2010

Legal Domicile

Principal Officer

SUZANNE DANIELS

Phone

2028570620

Tax Period

2023-01-01 to 2023-12-31

UAW RETIREES OF ACC BENEFIT TRUST, founded in 2010, is a small nonprofit in the Mutual Benefit sector that reported $643K in total revenue in fiscal year 2023. Expenses of $805K exceeded revenue, resulting in a 25% operating deficit.

Mission

THE TRUST WAS ORGANIZED TO PROVIDE HEALTH AND WELFARE BENEFITS TO QUALIFYING RETIRED EMPLOYEES.

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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 $0

Investment Income $642,869

Other Revenue $0

TOTAL REVENUE $642,869

Expense Breakdown

Grants Paid $0

Salaries & Benefits $72,389

Fundraising Expenses $0

Other Expenses $218,162

TOTAL EXPENSES $804,916

Year-over-Year Comparison

	2023	2022	Change
Revenue	$642,869	$-748,760	-1.9%
Expenses	$804,916	$956,141	-0.2%
Net Income	$-162,047	$-1,704,901	-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

Employees

N/A

Volunteers

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

$451,118

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
SUZANNE DANIELS	COMMITTEE CHAIR	2.00	Director	$12,928	$0	$107,306
GARY PETRONI	COMMITTEE MEMBER	0.50	Director	$11,696	$0	$109,625
FRANCINE PARKER	COMMITTEE MEMBER	0.50	Director	$11,696	$0	$98,056
JACK MARTIN	COMMITTEE MEMBER	0.50	Director	$11,080	$0	$81,206
RICHARD ISSACSON	COMMITTEE MEMBER	0.50	Director	$11,696	$0	$54,925
DAVE SHOEMAKER	COMMITTEE MEMBER	0.50	Director	$0	$0	$0
GEORGE HARDY	COMMITTEE MEMBER	0.50	Director	$0	$0	$0
N/A	INSTITUTIONAL TRUSTEE	0.50		$12,510	$0	$12,510

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	$642,869	$804,916	$15,337,576	$-162,047
2022	$-748,760	$956,141	$15,053,256	$-1,704,901
2021	$966,352	$962,801	$18,447,376	$3,551
2020	$967,077	$1,062,407	$18,982,192	$-95,330
2019	$1,271,286	$1,064,762	$18,000,489	$206,524
2018	$1,196,716	$1,068,524	$16,722,935	$128,192

UAW RETIREES OF ACC BENEFIT TRUST