University of Chicago Self Insurance Trust (EIN 363020034) - 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

1979

Legal Domicile

Phone

7737021941

Tax Period

2022-07-01 to 2023-06-30

University of Chicago Self Insurance Trust, founded in 1979, is a mid-sized nonprofit in the Mutual Benefit sector that reported $32.6M in total revenue in fiscal year 2022. Revenue surged 96% from the prior year, signaling strong growth momentum. Expenses of $36.2M exceeded revenue, resulting in a 11% operating deficit.

Mission

A SELF INSURANCE PROGRAM FOR THE PURPOSE OF SETTLING HEALTH CARE PATIENT CLAIMS ASSERTING PROFESSIONAL NEGLIGENCE AGAINST THE UNIVERSITY OF CHICAGO, THE UNIVERSITY OF CHICAGO MEDICAL CENTER, THEIR EMPLOYEES AND AGENTS.

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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 (2022)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $24,365,858

Investment Income $8,213,619

Other Revenue $0

TOTAL REVENUE $32,579,477

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $36,246,276

Other Expenses $36,246,276

TOTAL EXPENSES $36,246,276

Year-over-Year Comparison

	2022	2021	Change
Revenue	$32,579,477	$16,607,158	+1.0%
Expenses	$36,246,276	$53,799,187	-0.3%
Net Income	$-3,666,799	$-37,192,029	-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

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
N/A	Institutional Trustee	0.0		$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	No data	No data	No data	No data
2023	$32,579,477	$36,246,276	$299,047,695	$-3,666,799
2022	$16,607,158	$53,799,187	$330,604,260	$-37,192,029
2021	$38,837,635	$54,682,827	$366,096,537	$-15,845,192
2020	$30,113,688	$20,288,323	$266,913,208	$9,825,365

University of Chicago Self Insurance Trust