NORTHWESTERN UNIVERSITY DISABILITY… - Form 990 Financial Data

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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

1984

Legal Domicile

Phone

8667522127

Tax Period

2021-09-01 to 2022-08-31

NORTHWESTERN UNIVERSITY DISABILITY TRUST, founded in 1984, is a small nonprofit that reported $166K in total revenue in fiscal year 2021. Revenue fell 31% from the prior year — a significant decline worth monitoring. Expenses of $804K exceeded revenue, resulting in a 385% operating deficit.

Mission

THE PURPOSE OF THIS TRUST IS TO PROVIDE SICKNESS, ACCIDENT, LIFE, DISABILITY & OTHER WELFARE BENEFITS FOR THOSE EMPLOYEES OF THE UNIVERSITY AND THEIR ELIGIBLE DEPENDENTS COVERED BY THE PLANS.

Program Service Accomplishments

Program 1

The University has created this 501(c)(9) tax-exempt trust of a voluntary employees beneficiary association (VEBA). The fundamental purpose of the association is to provide disability insurance...

The University has created this 501(c)(9) tax-exempt trust of a voluntary employees beneficiary association (VEBA). The fundamental purpose of the association is to provide disability insurance benefits to those present, separated and retired employees of the University who are eligible to participate in the plan.

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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 $0

Investment Income $165,924

Other Revenue $0

TOTAL REVENUE $165,924

Expense Breakdown

Grants Paid $0

Salaries & Benefits $6,153

Fundraising Expenses $0

Other Expenses $1,425

TOTAL EXPENSES $804,102

Year-over-Year Comparison

	2021	2020	Change
Revenue	$165,924	$239,185	-0.3%
Expenses	$804,102	$826,435	0.0%
Net Income	$-638,178	$-587,250	+0.1%

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	TRUSTEE	N/A		$6,153	$0	$6,153

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
2022	$165,924	$804,102	No data	$-638,178
2021	$239,185	$826,435	$638,178	$-587,250
2020	$249,165	$1,088,158	$1,225,425	$-838,993

NORTHWESTERN UNIVERSITY DISABILITY TRUST