FU ASSOCIATES LTD VEBA TRUST (EIN 546299821) - Form 990 Financial Analysis & Trantor Score

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Tuckman-Chang Vulnerability Assessment

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

1990

Legal Domicile

Principal Officer

LOIS FU

Phone

7032432992

Tax Period

2021-04-01 to 2022-03-31

FU ASSOCIATES LTD VEBA TRUST, founded in 1990, is a small nonprofit that reported $926K in total revenue in fiscal year 2017. Revenue fell 30% from the prior year — a significant decline worth monitoring. Expenses of $1.1M exceeded revenue, resulting in a 15% operating deficit.

Mission

THE ORGANIZATION'S PRIMARY EXEMPT PURPOSE IS TO PROVIDE HEALTHCARE AND OTHER BENEFITS TO EMPLOYEES OF FU ASSOCIATES, LTD.

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Trantor Score

Financial Health & Payment Capacity Assessment (FICO Scale: 300–850)

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2021)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $300,000

Investment Income $452

Other Revenue $0

TOTAL REVENUE $300,452

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $50

TOTAL EXPENSES $335,763

Year-over-Year Comparison

	2021	2020	Change
Revenue	$300,452	$400,719	-0.3%
Expenses	$335,763	$449,636	-0.3%
Net Income	$-35,311	$-48,917	-0.3%

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	Hours/Week	Role	Reportable Comp	Other Comp	Total
LOIS FU	TRUSTEE	0.20	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
2022	$300,452	$335,763	$121,308	$-35,311
2021	$400,719	$449,636	$156,619	$-48,917
2020	$401,426	$534,367	$205,536	$-132,941
2019	$319,923	$617,540	$338,477	$-297,617
2018	$926,073	$1,069,073	$636,094	$-143,000

FU ASSOCIATES LTD VEBA TRUST