STATE UNIVERSITIES ANNUITANTS ASSOCIATION (EIN 364134208) - 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

1980

Legal Domicile

Principal Officer

LINDA BROOKHART

Phone

2175234040

Tax Period

2021-01-01 to 2021-12-31

STATE UNIVERSITIES ANNUITANTS ASSOCIATION, founded in 1980, is a small nonprofit that reported $104K in total revenue in fiscal year 2021. Revenue decreased 6% compared to the prior year. The organization ran a surplus of $56K, a strong 53% operating margin.

Mission

STATE UNIVERSITIES ANNUITANTS ASSOCIATION (SUAA), COMPOSED OF 15,000+ MEMBERS, IS A VOLUNTARY MEMBER ASSOCIATION OF ANNUITANTS AND ACTIVE EMPLOYEES OF THE STATE UNIVERSITIES RETIREMENT SYSTEM OF ILLINOIS (SURS). SUAA ADVOCATES A STRONG AND SECURE PUBLIC EMPLOYEE PENSION AND HEALTH BENEFIT SYSTEM WITH CONTINUOUS TRACKING OF BENEFIT ISSUES AND STATE FUNDING LEVELS FOR THE 135,000 PARTICIPANTS OF THE SURS PENSION SYSTEM AND THE STATE EMPLOYEE HEALTH INSURANCE PLAN. SUAA WORKS WITH ITS MEMBERS AND GOVERNMENT OFFICIALS TO ENHANCE BENEFITS FOR ALL ANNUITANTS AND TO ENSURE APPROPRIATE FUNDING FOR THOSE PROGRAMS. SUAA PUBLISHES A MONTHLY NEWSLETTER AND CONDUCTS AN ANNUAL MEETING FOR ITS MEMBERS. SUAA CHAPTERS ARE IN EVERY PUBLIC UNIVERSITY AND COMMUNITY COLLEGE CAMPUS IN ILLINOIS.

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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 (2021)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $98,633

Investment Income $1,208

Other Revenue $4,572

TOTAL REVENUE $104,413

Expense Breakdown

Grants Paid $12,437

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $48,727

Other Expenses $36,290

TOTAL EXPENSES $48,727

Year-over-Year Comparison

	2021	2020	Change
Revenue	$104,413	$110,652	-0.1%
Expenses	$48,727	$53,627	-0.1%
Net Income	$55,686	$57,025	0.0%

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

375

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
LINDA BROOKHART	EXECUTIVE DI	1.00	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
2021	$104,413	$48,727	$580,874	$55,686

STATE UNIVERSITIES ANNUITANTS ASSOCIATION