ASSOCIATED UNIVERSITIES INC RETIREE HEALTH BENEFIT TRUST (EIN 526748287) - 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

1995

Legal Domicile

Principal Officer

MARK MACKEY

Phone

2024621676

Tax Period

2023-01-01 to 2023-12-31

ASSOCIATED UNIVERSITIES INC RETIREE HEALTH BENEFIT TRUST, founded in 1995, is a micro nonprofit in the Health Care sector that reported $11K in total revenue in fiscal year 2023. Revenue grew 17% year-over-year, indicating healthy expansion.

Mission

THE PURPOSE OF THE TRUST IS TO PROVIDE A SOURCE OF FUNDS TO SATISFY THE OBLIGATION OF THE EMPLOYER (ASSOCIATED UNIVERSITIES, INC.) FOR THE PAYMENT OF RETIREE HEALTH BENEFITS PURSUANT TO THE TERMS OF THE PLAN FOR ELIGIBLE RETIREES AND THEIR COVERED DEPENDENTS ASSOCIATED WITH THE AUI CORPORATE OFFICE.

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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 $10,935

Other Revenue $0

TOTAL REVENUE $10,935

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $0

TOTAL EXPENSES $0

Year-over-Year Comparison

	2023	2022	Change
Revenue	$10,935	$9,385	+0.2%
Expenses	N/A	N/A	N/A
Net Income	N/A	$9,385	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

Governance

Voting Members

Independent Members

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

$1,061,749

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
ADAM COHEN	TRUSTEE/PRESIDENT	1.00	Director	$0	$65,309	$591,952
LUTHER LAU	TRUSTEE/CFO (UNTIL 5/23)	1.00	Director	$0	$25,494	$200,898
MARK MACKEY	TRUSTEE/CHIEF FINANCIAL OFFICER	1.00	Director	$0	$30,456	$268,899
MARK KONTOS	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	$10,935	No data	$471,462	No data
2022	$9,385	No data	$413,555	No data
2021	$19,567	$175	$470,521	$19,392
2020	$17,116	$174	$406,637	$16,942
2019	$42,181	No data	$367,017	No data
2018	$33,531	No data	$311,691	No data

ASSOCIATED UNIVERSITIES INC RETIREE HEALTH BENEFIT TRUST