UNITEDHEALTH GROUP EMPLOYEE ASSISTANCE FUND (EIN 844228060) - 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

2020

Legal Domicile

Principal Officer

MEGAN TROTTI

Phone

9529361609

Tax Period

2023-01-01 to 2023-07-13

UNITEDHEALTH GROUP EMPLOYEE ASSISTANCE FUND, founded in 2020, is a micro nonprofit that reported $4K in total revenue in fiscal year 2023. Revenue fell 99% from the prior year — a significant decline worth monitoring. Expenses of $1.4M exceeded revenue, resulting in a 38526% operating deficit.

Mission

UNITED FOR EACH OTHER, UNITEDHEALTH GROUP'S EMPLOYEE ASSISTANCE FUND, PRIMARILY ASSISTS EMPLOYEES WHO ARE FACING SEVERE ECONOMIC AND PERSONAL HARDSHIP FOLLOWING A NATURAL DISASTER.

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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 $3,651

Program Service Revenue $0

Investment Income $0

Other Revenue $0

TOTAL REVENUE $3,651

Expense Breakdown

Grants Paid $1,410,249

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $1,410,249

Other Expenses $0

TOTAL EXPENSES $1,410,249

Year-over-Year Comparison

	2023	2022	Change
Revenue	$3,651	$298,321	-1.0%
Expenses	$1,410,249	$427,533	+2.3%
Net Income	$-1,406,598	$-129,212	+9.9%

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

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
TRACY MALONE	DIRECTOR	0.50	Director	$0	$0	$0
MALVIN MOORE	DIRECTOR	0.50	Director	$0	$0	$0
ANNE YAU	DIRECTOR	0.50	Director	$0	$0	$0
MEGAN TROTTI	PRESIDENT	0.50	Officer	$0	$0	$0
FARAZ CHOUDHRY	SECRETARY	0.50	Officer	$0	$0	$0
LINDSAY KEDZUF	TREASURER	0.50	Officer	$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
2023	$3,651	$1,410,249	No data	$-1,406,598
2022	$298,321	$427,533	$1,406,598	$-129,212
2021	$2,297,124	$965,026	$1,535,810	$1,332,098
2020	$276,386	$72,674	$203,712	$203,712

UNITEDHEALTH GROUP EMPLOYEE ASSISTANCE FUND