THE URBAN INSTITUTE EMPLOYEE BENEFIT TRUST (EIN 526674346) - 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

ROBERT BUCHANAN

Phone

2028337200

Tax Period

2022-01-01 to 2022-12-31

THE URBAN INSTITUTE EMPLOYEE BENEFIT TRUST, founded in 1993, is a community nonprofit that reported $4.8M in total revenue in fiscal year 2022. Revenue grew 12% year-over-year, indicating healthy expansion. Expenses of $5.7M exceeded revenue, resulting in a 19% operating deficit.

Mission

TO PROVIDE BENEFITS TO SPONSOR'S EMPLOYEES.

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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 (2022)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $4,760,010

Investment Income $0

Other Revenue $0

TOTAL REVENUE $4,760,010

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $979,594

TOTAL EXPENSES $5,681,375

Year-over-Year Comparison

	2022	2021	Change
Revenue	$4,760,010	$4,231,919	+0.1%
Expenses	$5,681,375	$4,773,228	+0.2%
Net Income	$-921,365	$-541,309	+0.7%

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

$1,312,779

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
GENEVIEVE M KENNEY	VP, HEALTH POLICY	1.0	Director	$0	$54,692	$384,527
Yasmin Kazzaz	VP, Human Resource & CAO	1.0	Director	$0	$50,252	$334,925
ROBERT M BUCHANAN	VP, CONTROLLER and AST TRES	1.0	Director	$0	$30,266	$302,050
NANI COLORETTI	SVP, FINANCIAL STRATEGY & TR	1.0	Director	$0	$17,739	$169,620
Eric Howell	SVP, Finance, Ops, & Bus Strat	1.0	Director	$0	$5,658	$121,210
Robert Reischauer	Trustee/Director	1.0	Director	$0	$0	$447

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
2022	$4,760,010	$5,681,375	No data	$-921,365
2021	$4,231,919	$4,773,228	$994,642	$-541,309
2020	$3,299,020	$3,213,860	$1,542,088	$85,160
2019	$3,206,055	$3,380,615	$1,485,336	$-174,560
2018	$3,271,654	$3,121,861	$1,599,998	$149,793

THE URBAN INSTITUTE EMPLOYEE BENEFIT TRUST