ACCENTURE UNITED STATES BENEFIT TRUST (EIN 367274697) - Form 990 Financial Analysis & Trantor Score

🔒

Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Financial Trends

Organization Details

Formation Year

1999

Legal Domicile

Principal Officer

PAUL VICK

Phone

3126931614

Tax Period

2023-09-01 to 2024-08-31

ACCENTURE UNITED STATES BENEFIT TRUST, founded in 1999, is a major nonprofit in the Mutual Benefit sector that reported $597.4M in total revenue in fiscal year 2019.

Mission

THE ACCENTURE UNITED STATES BENEFIT TRUST IS A MASTER TRUST THAT COVERS THE FOLLOWING PLANS: ACCENTURE UNITED STATES GROUP HEALTH PLAN, ACCENTURE UNITED STATES GROUP RETIREE MEDICAL PLAN AND ACCENTRURE UNITED STATES GROUP INSURANCE PLAN.

🔒

Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

Sign in to view Trantor Score and financial metrics

Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $896,632,517

Investment Income $4,663,725

Other Revenue $0

TOTAL REVENUE $901,296,242

Expense Breakdown

Grants Paid $0

Salaries & Benefits $33,000

Fundraising Expenses $0

Other Expenses $95,981,351

TOTAL EXPENSES $894,461,813

Year-over-Year Comparison

	2023	2022	Change
Revenue	$901,296,242	$980,671,236	-0.1%
Expenses	$894,461,813	$952,164,130	-0.1%
Net Income	$6,834,429	$28,507,106	-0.8%

Key Indicators

✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✗ Schedule B Required

🔒

Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

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	40.00		$33,000	$0	$33,000

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	$901,296,242	$894,461,813	$123,314,666	$6,834,429
2023	$980,671,236	$952,164,130	$115,966,068	$28,507,106
2022	$853,422,657	$839,952,672	$87,458,962	$13,469,985
2021	$691,324,713	$689,196,256	$73,988,977	$2,128,457
2020	$597,412,351	$591,503,144	$71,860,520	$5,909,207

ACCENTURE UNITED STATES BENEFIT TRUST