CLEAT BENEFIT TRUST

EIN: 742352970 Mutual Benefit

AUSTIN, TX

Total Revenue
$4,198,484
Total Expenses
$3,652,494
Total Assets
$2,635,098
Net Assets
$2,568,591
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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
1984
Legal Domicile
TX
Principal Officer
MARVIN RYALS
Phone
5124959111
Tax Period
2023-01-01 to 2023-12-31

CLEAT BENEFIT TRUST, founded in 1984, is a community nonprofit in the Mutual Benefit sector that reported $4.2M in total revenue in fiscal year 2023. Expenses of $3.7M left a modest 13% surplus.

Mission

TO PROVIDE HEALTH AND WELFARE BENEFITS TO THE PARTICIPANTS.

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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 $4,167,273
Investment Income $31,211
Other Revenue $0
TOTAL REVENUE $4,198,484

Expense Breakdown

Grants Paid $0
Salaries & Benefits $0
Fundraising Expenses $0
Other Expenses $442,342
TOTAL EXPENSES $3,652,494

Year-over-Year Comparison

2023 2022 Change
Revenue $4,198,484 $3,981,672 +0.1%
Expenses $3,652,494 $3,689,984 0.0%
Net Income $545,990 $291,688 +0.9%
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
3
Independent Members
3
Employees
N/A
Volunteers
3

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
3
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
GREG SHIPLEY TRUSTEE 1.00
Director
$0 $0 $0
MARVIN RYALS MANAGING TRUSTEE 2.00
Director
$0 $0 $0
D LLOYD COOK 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 $4,198,484 $3,652,494 $2,635,098 $545,990
2022 $3,981,672 $3,689,984 $1,958,219 $291,688
2021 $4,069,500 $3,679,417 $1,796,673 $390,083
2020 $4,242,263 $3,604,779 $1,351,076 $637,484
2019 $3,932,201 $3,938,282 $602,080 $-6,081
2018 $3,719,624 $3,754,405 $533,226 $-34,781
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