American Airlines Inc Health Benefits Trust for Non-Union Employees (EIN 752377856) - 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

1990

Legal Domicile

Principal Officer

LEKRESA BROWN

Phone

6822780383

Tax Period

2023-01-01 to 2023-12-31

American Airlines Inc Health Benefits Trust for Non-Union Employees, founded in 1990, is a micro nonprofit that reported $68K in total revenue in fiscal year 2023. Revenue fell 42% from the prior year — a significant decline worth monitoring. Expenses of $82K exceeded revenue, resulting in a 21% operating deficit.

Mission

PROVIDE PAYMENT OF HEALTH BENEFITS TO PLAN 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%)

Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $0

Investment Income $68,086

Other Revenue $0

TOTAL REVENUE $68,086

Expense Breakdown

Grants Paid $0

Salaries & Benefits $1,101

Fundraising Expenses $0

Other Expenses $32,231

TOTAL EXPENSES $82,331

Year-over-Year Comparison

	2023	2022	Change
Revenue	$68,086	$117,836	-0.4%
Expenses	$82,331	$69,514	+0.2%
Net Income	$-14,245	$48,322	-1.3%

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
STATE STREET BANK TRUST CO	TRUSTEE (SEE SCHEDULE O)	0.0		$1,101	$0	$1,101

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	$68,086	$82,331	$3,740,259	$-14,245
2022	$117,836	$69,514	$3,754,504	$48,322
2021	$405,234	$105,309	$3,706,182	$299,925
2020	$119,464	$686,277	$3,406,257	$-566,813
2019	$94,069	$1,074,273	$3,973,070	$-980,204
2018	$1,084,444	$8,628,343	$4,953,274	$-7,543,899

American Airlines Inc Health Benefits Trust for Non-Union Employees