EMORY UNIVERSITY POST-RETIREMENT BENEFIT TRUST

EIN: 582087692

ATLANTA, GA

Total Revenue
$637,863
Total Expenses
$101,562
Total Assets
$94,724,548
Net Assets
$94,647,991
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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
GA
Principal Officer
PIMORAT THUKRAL
Phone
4047276080
Tax Period
2023-01-01 to 2023-12-31

EMORY UNIVERSITY POST-RETIREMENT BENEFIT TRUST, founded in 1993, is a small nonprofit that reported $638K in total revenue in fiscal year 2023. Revenue decreased 14% compared to the prior year. The organization ran a surplus of $536K, a strong 84% operating margin.

Mission

PROVIDES HEALTH AND LIFE INSURANCE BENEFITS FOR RETIRED 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%)

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Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $0
Program Service Revenue $0
Investment Income $637,863
Other Revenue $0
TOTAL REVENUE $637,863

Expense Breakdown

Grants Paid $0
Salaries & Benefits $9,211
Fundraising Expenses $0
Other Expenses $92,351
TOTAL EXPENSES $101,562

Year-over-Year Comparison

2023 2022 Change
Revenue $637,863 $738,947 -0.1%
Expenses $101,562 $143,557 -0.3%
Net Income $536,301 $595,390 -0.1%
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

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Governance

Voting Members
1
Independent Members
1
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
0
$0
Total Directors
0
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
N/A TRUSTEE 5.00
$9,211 $0 $9,211
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 $637,863 $101,562 $94,724,548 $536,301
2022 $738,947 $143,557 $83,694,123 $595,390
2021 $526,189 $68,682 $99,126,885 $457,507
2020 $18,677,188 $183,411 $86,308,469 $18,493,777
2019 $1,990,413 $155,880 $79,025,450 $1,834,533
2018 $3,252,886 $155,206 $65,321,695 $3,097,680
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