EMORY HEALTHCARE POST-RETIREMENT BENEFIT TRUST

EIN: 900180674 Mutual Benefit

ATLANTA, GA

Total Revenue
$84,689
Total Expenses
$2,600,977
Total Assets
$15,910,903
Net Assets
$15,910,903
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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
2003
Legal Domicile
GA
Principal Officer
ELIZABETH BETH ALLEN
Phone
4046866020
Tax Period
2023-01-01 to 2023-12-31

EMORY HEALTHCARE POST-RETIREMENT BENEFIT TRUST, founded in 2003, is a micro nonprofit in the Mutual Benefit sector that reported $85K in total revenue in fiscal year 2023. Revenue fell 42% from the prior year — a significant decline worth monitoring. Expenses of $2.6M exceeded revenue, resulting in a 2971% operating deficit.

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 $84,689
Other Revenue $0
TOTAL REVENUE $84,689

Expense Breakdown

Grants Paid $0
Salaries & Benefits $8,686
Fundraising Expenses $0
Other Expenses $18,078
TOTAL EXPENSES $2,600,977

Year-over-Year Comparison

2023 2022 Change
Revenue $84,689 $145,422 -0.4%
Expenses $2,600,977 $39,631 +64.6%
Net Income $-2,516,288 $105,791 -24.8%
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
$8,686 $0 $8,686
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 $84,689 $2,600,977 $15,910,903 $-2,516,288
2022 $145,422 $39,631 $16,503,926 $105,791
2021 $77,607 $21,689 $19,809,605 $55,918
2020 $3,175,640 $2,351,732 $17,127,595 $823,908
2019 $891,848 $2,786,265 $18,024,241 $-1,894,417
2018 $1,047,545 $1,643,077 $17,515,030 $-595,532
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