BALL STATE UNIV OPEB JPM BOND TR

EIN: 467377121

MILWAUKEE, WI

Total Revenue
$691,459
Total Expenses
$195,308
Total Assets
$23,458,448
Net Assets
$23,458,448
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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
2016
Legal Domicile
IN
Principal Officer
US BANK N A
Tax Period
2022-07-01 to 2023-06-30

BALL STATE UNIV OPEB JPM BOND TR, founded in 2016, is a small nonprofit that reported $691K in total revenue in fiscal year 2022. Revenue fell 45% from the prior year — a significant decline worth monitoring. The organization ran a surplus of $496K, a strong 72% operating margin.

Mission

TO PROVIDE MEDICAL AND LIFE INSURANCE TO EMPLOYEES OF BALL STATE UNIVERSITY.

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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 (2022)

Revenue Breakdown

Contributions & Grants $0
Program Service Revenue $0
Investment Income $608,973
Other Revenue $82,486
TOTAL REVENUE $691,459

Expense Breakdown

Grants Paid $0
Salaries & Benefits $4,654
Fundraising Expenses $0
Other Expenses $31,142
TOTAL EXPENSES $195,308

Year-over-Year Comparison

2022 2021 Change
Revenue $691,459 $1,256,821 -0.4%
Expenses $195,308 $1,179,194 -0.8%
Net Income $496,151 $77,627 +5.4%
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
1
Independent Members
1
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
0
$0
Total Directors
0
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
N/A TRUSTEE N/A
$4,654 $0 $4,654
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
2023 $691,459 $195,308 $23,458,448 $496,151
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