ACEC TAX EXEMPT LIFE HEALTH INSURA… - 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

2009

Legal Domicile

Principal Officer

MARK VAN ELDEN

Phone

4692878211

Tax Period

2025-01-01 to 2025-12-31

Mission

THE TRUST ENABLES ELIGIBLE EMPLOYERS TO JOIN TOGETHER IN THE PURCHASE AND MAINTENANCE OF A POLICY OR POLICIES OR GROUP INSURANCE PROVIDING SICK, ACCIDENT OR OTHER BENEFITS FOR THE BENEFIT OF THE EMPLOYEES AND DEPENDENTS OF ELIGIBLE EMPLOYERS.

Program Service Accomplishments

Program 1

N/A

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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 (2025)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $0

Investment Income $0

Other Revenue $0

TOTAL REVENUE $0

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $41

TOTAL EXPENSES $41

Year-over-Year Comparison

	2025	2024	Change
Revenue	N/A	N/A	N/A
Expenses	$41	$100	-0.6%
Net Income	N/A	$-100	N/A

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

Independent Members

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
MARK VAN ELDEN	PRESIDENT	N/A	Officer	$0	$0	$0
ELLEN MCDONALD	TRUSTEE	N/A	Director	$0	$0	$0
HEATH OVERFIELD	TRUSTEE	N/A	Director	$0	$0	$0
ELIZABETH STOLFUS	TRUSTEE	N/A	Director	$0	$0	$0
MARC ALPER	TRUSTEE	N/A	Director	$0	$0	$0
MATTHEW AINLEY	TRUSTEE	N/A	Director	$0	$0	$0
LAURA ROSENBAUM	TRUSTEE	N/A	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
2025	No data	$41	$6,765,294	No data
2024	No data	No data	No data	No data
2023	No data	$60	$6,765,443	No data
2022	No data	$60	$6,765,503	No data
2021	No data	$60,994	$6,765,563	No data
2020	$292,548	$1,029	$6,826,557	$291,519
2019	$489,889	No data	$6,535,038	No data
2018	$84,870	$2	$6,045,149	$84,868

ACEC TAX EXEMPT LIFE HEALTH INSURANCE TRUST