ACEC TAX EXEMPT LIFE HEALTH INSURANCE TRUST

EIN: 367499048 Mutual Benefit

THE WOODLANDS, TX

Total Revenue
N/A
Total Expenses
$60
Total Assets
$6,765,443
Net Assets
$6,755,443
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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
CT
Principal Officer
MARK VAN ELDEN
Phone
4692878211
Tax Period
2023-01-01 to 2023-12-31

Mission

THE TRUST ENABLES ELIGIBLE EMPLOYERS TO JOIN TOGETHER IN THE PURCHASE AND MAINTENANCE OF A POLICY OR POLICIES OF GROUP INSURANCE.

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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 (2023)

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 $60
TOTAL EXPENSES $60

Year-over-Year Comparison

2023 2022 Change
Revenue N/A N/A N/A
Expenses $60 $60 N/A
Net Income N/A $-60 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

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Governance

Voting Members
6
Independent Members
6
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
1
$0
Total Directors
6
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
MARK VAN ELDEN PRESIDENT 1.00
Officer
$0 $0 $0
ELLEN MCDONALD TRUSTEE 1.00
Director
$0 $0 $0
HEATH OVERFIELD TRUSTEE 1.00
Director
$0 $0 $0
ELIZABETH STOLFUS TRUSTEE 1.00
Director
$0 $0 $0
MARC ALPER TRUSTEE 1.00
Director
$0 $0 $0
ROSE MORGAN TRUSTEE 1.00
Director
$0 $0 $0
LAURA ROSENBAUM TRUSTEE 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
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
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