Ernst&Young US LLP Trust for Post Retirement (EIN 510588363) - Form 990 Financial Analysis & Trantor Score

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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

2005

Legal Domicile

Principal Officer

Sean T O'Donnell

Phone

2018722988

Tax Period

2023-01-01 to 2023-12-31

Ernst&Young US LLP Trust for Post Retirement, founded in 2005, is a micro nonprofit that reported $71K in total revenue in fiscal year 2023. Revenue surged 216% from the prior year, signaling strong growth momentum. Expenses of $2.9M exceeded revenue, resulting in a 3937% operating deficit.

Mission

The VEBA Trust is associated with the Ernst & Young Medical Plan associated with retired staff. The plan offers medical and prescription benefits to its participants.

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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 (2023)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $0

Investment Income $71,198

Other Revenue $0

TOTAL REVENUE $71,198

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $0

TOTAL EXPENSES $2,874,136

Year-over-Year Comparison

	2023	2022	Change
Revenue	$71,198	$22,552	+2.2%
Expenses	$2,874,136	$2,788,717	+0.0%
Net Income	$-2,802,938	$-2,766,165	+0.0%

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

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	Role	Reportable Comp	Other Comp	Total
Walter Kress	Investment Committee Member	Director	$0	$0	$0
Sean O'Donnell	Admin Committee Chair	Director	$0	$0	$0
Michael DeFrancisci	Admin Committee Member	Director	$0	$0	$0
Diane Blessinger	Investment Committee Member	Director	$0	$0	$0
Jon Glazer	Invest Admin Committee Member	Director	$0	$0	$0
BMO	Institutional Trustee		$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	$71,198	$2,874,136	$3,468,466	$-2,802,938
2022	$22,552	$2,788,717	$6,164,757	$-2,766,165
2021	$894,363	$1,939,830	$9,039,720	$-1,045,467
2020	$147,685	$1,407,344	$10,085,187	$-1,259,659

Ernst&Young US LLP Trust for Post Retirement