UNITED STATES TELEPHONE ASSOCIATION 501 C 9 TRUST (EIN 521851497) - 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

1993

Legal Domicile

Principal Officer

JONATHAN SPALTER

Phone

2023267300

Tax Period

2023-01-01 to 2023-12-31

UNITED STATES TELEPHONE ASSOCIATION 501 C 9 TRUST, founded in 1993, is a small nonprofit in the Philanthropy & Grantmaking sector that reported $160K in total revenue in fiscal year 2023. Revenue surged 194% from the prior year, signaling strong growth momentum. Expenses of $287K exceeded revenue, resulting in a 79% operating deficit.

Mission

TO FUND HEALTH BENEFIT PLANS FOR ELIGIBLE EMPLOYEES, THEIR DEPENDENTS, AND QUALIFIED RETIREES.

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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 $160,129

Other Revenue $0

TOTAL REVENUE $160,129

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $7,567

TOTAL EXPENSES $286,933

Year-over-Year Comparison

	2023	2022	Change
Revenue	$160,129	$54,492	+1.9%
Expenses	$286,933	$95,226	+2.0%
Net Income	$-126,804	$-40,734	+2.1%

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

$2,013,650

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JONATHAN SPALTER	TRUSTEE	1.00	Director	$0	$23,400	$2,013,650
N/A	ADMINISTRATOR	1.00		$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	$160,129	$286,933	$2,449,905	$-126,804
2022	$54,492	$95,226	$2,471,757	$-40,734
2021	$161,914	$111,334	$3,004,485	$50,580
2020	$117,588	$103,982	$2,949,699	$13,606
2019	$101,055	$116,020	$2,751,187	$-14,965
2018	$82,746	$113,830	$2,498,820	$-31,084

UNITED STATES TELEPHONE ASSOCIATION 501 C 9 TRUST