Anthem Supplemental Unemployment B… - Form 990 Financial Data

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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

2017

Legal Domicile

Phone

3174886000

Tax Period

2023-01-01 to 2023-12-31

Anthem Supplemental Unemployment Benefit Trust, founded in 2017, is a mid-sized nonprofit in the Mutual Benefit sector that reported $19.3M in total revenue in fiscal year 2023. Revenue surged 246% from the prior year, signaling strong growth momentum.

Mission

The purpose of the plan is to provide Supplemental Unemployment Pay to eligible associates of Elevance Health, Inc and affiliated companies who suffer an involuntary loss of employment due to a workforce reduction or other qualifying reason.

Program Service Accomplishments

Program 1

The plan is a welfare plan designed to provide Supplemental Unemployment Pay to eligible associates of Elevance Health, Inc and affiliated companies who suffer an involuntary loss of employment due...

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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 $19,258,763

Investment Income $8,400

Other Revenue $0

TOTAL REVENUE $19,267,163

Expense Breakdown

Grants Paid $0

Salaries & Benefits $128

Fundraising Expenses $0

Program Expenses $0

Other Expenses $0

TOTAL EXPENSES $19,133,920

Year-over-Year Comparison

	2023	2022	Change
Revenue	$19,267,163	$5,571,174	+2.5%
Expenses	$19,133,920	$5,841,716	+2.3%
Net Income	$133,243	$-270,542	-1.5%

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

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
N/A	TRUSTEE	1.0		$128	$0	$128

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	$19,267,163	$19,133,920	$236,794	$133,243
2022	$5,571,174	$5,841,716	$103,551	$-270,542
2021	$14,195,196	$13,921,838	$374,093	$273,358

Anthem Supplemental Unemployment Benefit Trust