UNITED EMPLOYEE BENEFIT FUND TRUST AGREEMENT

EIN: 366982799

Northfield, IL

Total Revenue
$2,030,119
Total Expenses
$1,318,428
Total Assets
$24,762,746
Net Assets
$21,978,283
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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
1991
Legal Domicile
IL
Phone
8476079234
Tax Period
2018-01-01 to 2018-12-31

UNITED EMPLOYEE BENEFIT FUND TRUST AGREEMENT, founded in 1991, is a community nonprofit that reported $2.0M in total revenue in fiscal year 2018. Revenue surged 51% from the prior year, signaling strong growth momentum. The organization ran a surplus of $712K, a strong 35% operating margin.

Mission

Provide life, health, disability benefits and child care facility benefits.

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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%)

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Financial Overview (2018)

Revenue Breakdown

Contributions & Grants $0
Program Service Revenue $53,302
Investment Income $47,638
Other Revenue $1,929,179
TOTAL REVENUE $2,030,119

Expense Breakdown

Grants Paid $0
Salaries & Benefits $200,594
Fundraising Expenses $0
Other Expenses $1,077,320
TOTAL EXPENSES $1,318,428

Year-over-Year Comparison

2018 2017 Change
Revenue $2,030,119 $1,347,254 +0.5%
Expenses $1,318,428 $954,664 +0.4%
Net Income $711,691 $392,590 +0.8%
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

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Governance

Voting Members
2
Independent Members
2
Employees
2
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
0
$0
Total Directors
2
$4,436
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
Gary S Meyers Trustee 1.00
Director
$2,720 $0 $2,720
John Fernandez Trustee 1.00
Director
$1,716 $0 $1,716
David Fensler Trustee 40.00
$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
2018 $2,030,119 $1,318,428 $24,762,746 $711,691
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