UNITED AIRLINES PILOTS RETIREMENT FOUNDATION INC (EIN 581686601) - 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

1986

Legal Domicile

Principal Officer

CARL EBERLE

Phone

5202906488

Tax Period

2019-01-01 to 2019-12-31

UNITED AIRLINES PILOTS RETIREMENT FOUNDATION INC, founded in 1986, is a small nonprofit that reported $422K in total revenue in fiscal year 2019. Revenue surged 211% from the prior year, signaling strong growth momentum. The organization ran a surplus of $329K, a strong 78% operating margin.

Mission

PROVIDING FINANCIAL ASSISTANCE TO FAMILIES OF RETIRED UNITED AIRLINES PILOTS.

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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 (2019)

Revenue Breakdown

Contributions & Grants $5,495

Program Service Revenue $0

Investment Income $416,110

Other Revenue $0

TOTAL REVENUE $421,605

Expense Breakdown

Grants Paid $52,820

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $52,820

Other Expenses $39,799

TOTAL EXPENSES $92,619

Year-over-Year Comparison

	2019	2018	Change
Revenue	$421,605	$135,507	+2.1%
Expenses	$92,619	$104,996	-0.1%
Net Income	$328,986	$30,511	+9.8%

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

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
WALT CLARK	DIRECTOR	N/A	Director	$0	$0	$0
BARRY K DAVIDSON	DIRECTOR	N/A	Director	$0	$0	$0
CARL EBERLE	PRESIDENT	N/A	Officer Director	$0	$0	$0
DONALD GREGG	DIRECTOR	N/A	Director	$0	$0	$0
ROBERT HELFFERICH	DIRECTOR	N/A	Director	$0	$0	$0
RICHARD E MILLER JR	SECRETARY	N/A	Officer Director	$0	$0	$0
STEVEN S MODDLE	DIRECTOR	N/A	Director	$0	$0	$0
DAVE SCHULTZ	DIRECTOR	N/A	Director	$0	$0	$0
STEVE K SCOTT	DIRECTOR	N/A	Director	$0	$0	$0
ELLEN THOMPSON	DIRECTOR	N/A	Director	$0	$0	$0
JOSEPH VITELLI	DIRECTOR	N/A	Director	$0	$0	$0
THOMAS G WORKINGER	TREASURER	N/A	Officer Director	$0	$0	$0
DONALD L WRIGHT	DIRECTOR	N/A	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
2019	$421,605	$92,619	$3,992,636	$328,986
2018	$135,507	$104,996	$3,347,176	$30,511

UNITED AIRLINES PILOTS RETIREMENT FOUNDATION INC