Associated Universities Inc Retiree Health Benefits Trust
EIN: 526748287 · Washington, DC · NTEE: E99Z
| Metric | Value |
|---|---|
| Total Revenue | $37K |
| Net Assets | $243K |
Is Associated Universities Inc Retiree Health Benefits Trust Legit?
Insufficient Data
Assessment based on IRS 990 filings, spending patterns, and AI analysis. Not a guarantee of legitimacy. Full charity check →
About Associated Universities Inc Retiree Health Benefits Trust
Associated Universities Inc Retiree Health Benefits Trust (EIN: 526748287) is a nonprofit organization based in Washington, DC, classified under NTEE code E99Z. The organization reported total revenue of $37K and total assets of $542K according to its most recent IRS 990 filing. This transparency report provides an AI-powered analysis of Associated Universities Inc Retiree Health Benefits Trust's financial health, spending patterns, executive compensation, and overall mission effectiveness based on publicly available IRS data.
Organization Overview
Associated Universities Inc Retiree Health Benefits Trust is a micro nonprofit that has been operating for 29 years, with 13 years of IRS 990 filings on record (2011–2023). Revenue has grown at a compound annual rate of -1.1%.
Key Financial Metrics (2023)
From the most recent IRS 990 filing on record:
| Total Revenue | $11K |
| Total Expenses | $0 |
| Surplus / Deficit | +$11K |
| Total Assets | $471K |
| Total Liabilities | $229K |
| Net Assets | $243K |
| Operating Margin | 100.0% |
| Debt-to-Asset Ratio | 48.5% |
Financial Health Grade: A
In 2023, Associated Universities Inc Retiree Health Benefits Trust reported a surplus of $11K with revenue exceeding expenses, has a debt-to-asset ratio of 48.5% (moderate leverage).
Financial Trends
Over 13 years of filings (2011–2023), Associated Universities Inc Retiree Health Benefits Trust's revenue has declined at a compound annual growth rate (CAGR) of -1.1%.
| Year | Revenue Change | Expense Change | Asset Change |
|---|---|---|---|
| 2023 | +16.5% | — | +14.0% |
| 2022 | -52.0% | -100.0% | -12.1% |
| 2021 | +14.3% | +0.6% | +15.7% |
| 2020 | -59.4% | — | +10.8% |
| 2019 | +25.8% | — | +17.8% |
IRS Tax-Exempt Classification
| IRS Classification Codes | 1000 |
| IRS Ruling Date | 1997 |
Classification data from ProPublica Nonprofit Explorer. Additional BMF data may be available after enrichment.
AI Analysis Pending
AI enrichment for Associated Universities Inc Retiree Health Benefits Trust has not yet been completed. Basic IRS 990 data is shown below. Check back later for a full transparency report including a Mission Score, spending breakdown, executive compensation analysis, and red flags assessment.
Mission Effectiveness Score
NonprofitSpending's AI analysis rates Associated Universities Inc Retiree Health Benefits Trust with a Mission Score of 0 out of 100 (Very Poor). This score reflects the organization's overall financial transparency, program spending efficiency, and governance indicators derived from IRS 990 public filings.
Key Financial Metrics (2023)
From the most recent IRS 990 filing on record:
- Debt-to-asset ratio: 48.5%.
Frequently Asked Questions about Associated Universities Inc Retiree Health Benefits Trust
Is Associated Universities Inc Retiree Health Benefits Trust a legitimate charity?
Associated Universities Inc Retiree Health Benefits Trust (EIN: 526748287) is a registered tax-exempt nonprofit based in Washington DC. It has 13 years of IRS 990 filings on record. Total revenue: $37K. No red flags identified. Financial health grade: A.
How does Associated Universities Inc Retiree Health Benefits Trust spend its money?
Associated Universities Inc Retiree Health Benefits Trust reported $37K in total revenue in IRS 990 filings. 13 years of filing data available. Revenue exceeded expenses in the most recent year. Review the full spending breakdown on NonprofitSpending.
Are donations to Associated Universities Inc Retiree Health Benefits Trust tax-deductible?
Associated Universities Inc Retiree Health Benefits Trust is registered as a tax-exempt nonprofit (EIN: 526748287). Donations to most 501(c)(3) organizations are tax-deductible. Consult a tax professional for your specific situation.
Where is Associated Universities Inc Retiree Health Benefits Trust located?
Associated Universities Inc Retiree Health Benefits Trust is headquartered in Washington, Washington DC and files with the IRS under EIN 526748287. It is classified under NTEE code E99Z.
How many years of IRS 990 filings does Associated Universities Inc Retiree Health Benefits Trust have?
Associated Universities Inc Retiree Health Benefits Trust has 13 years of IRS 990 filings on record at NonprofitSpending. This extensive filing history provides a strong basis for evaluating long-term financial trends. The most recent filing shows $37K in total revenue.
Filing History
IRS 990 filing history for Associated Universities Inc Retiree Health Benefits Trust showing financial trends over 13 years of public records:
Over 13 years of IRS 990 filings (2011–2023), Associated Universities Inc Retiree Health Benefits Trust's revenue has declined by 12.3%, moving from $12K to $11K. Total assets decreased by 7.2% over the same period, from $508K to $471K. Total functional expenses fell by 100%, from $52K to $0. The organization holds $229K in liabilities against $471K in assets (debt-to-asset ratio: 48.5%), resulting in net assets of $243K.
| Year | Revenue | Expenses | Assets | Liabilities | Officer Comp. % | |
|---|---|---|---|---|---|---|
| 2023 | $11K | $0 | $471K | $229K | — | — |
| 2022 | $9K | $0 | $414K | $185K | — | View 990 |
| 2021 | $20K | $175 | $471K | $235K | — | View 990 |
| 2020 | $17K | $174 | $407K | $191K | — | — |
| 2019 | $42K | $0 | $367K | $194K | — | View 990 |
| 2018 | $34K | $0 | $312K | $190K | — | View 990 |
| 2017 | $20K | $0 | $337K | $192K | — | View 990 |
| 2016 | $7K | $0 | $288K | $403K | — | View 990 |
| 2015 | $32K | $0 | $272K | $337K | — | View 990 |
| 2014 | $55K | $83K | $355K | $358K | — | View 990 |
| 2013 | $16K | $111K | $440K | $827K | — | View 990 |
| 2012 | $14K | $225K | $474K | $848K | — | View 990 |
| 2011 | $12K | $52K | $508K | $767K | — | View 990 |
Year-by-Year Financial Summary
- 2023: Revenue of $11K, expenses of $0, and assets of $471K (revenue +16.5% year-over-year).
- 2022: Revenue of $9K, expenses of $0, and assets of $414K (revenue -52.0% year-over-year).
- 2021: Revenue of $20K, expenses of $175, and assets of $471K (revenue +14.3% year-over-year).
- 2020: Revenue of $17K, expenses of $174, and assets of $407K (revenue -59.4% year-over-year).
- 2019: Revenue of $42K, expenses of $0, and assets of $367K (revenue +25.8% year-over-year).
- 2018: Revenue of $34K, expenses of $0, and assets of $312K (revenue +68.8% year-over-year).
- 2017: Revenue of $20K, expenses of $0, and assets of $337K (revenue +198.2% year-over-year).
- 2016: Revenue of $7K, expenses of $0, and assets of $288K (revenue -79.4% year-over-year).
- 2015: Revenue of $32K, expenses of $0, and assets of $272K (revenue -40.8% year-over-year).
- 2014: Revenue of $55K, expenses of $83K, and assets of $355K (revenue +235.0% year-over-year).
- 2013: Revenue of $16K, expenses of $111K, and assets of $440K (revenue +18.4% year-over-year).
- 2012: Revenue of $14K, expenses of $225K, and assets of $474K (revenue +10.6% year-over-year).
- 2011: Revenue of $12K, expenses of $52K, and assets of $508K.
View Individual Filing Years
Explore detailed financial data from each IRS 990 filing year for Associated Universities Inc Retiree Health Benefits Trust:
Data Sources and Methodology
This transparency report for Associated Universities Inc Retiree Health Benefits Trust is generated by NonprofitSpending's AI analysis engine. The data is sourced from publicly available IRS 990 filings accessed through the ProPublica Nonprofit Explorer API and IRS electronic filing records. The Mission Score, spending breakdown, and other analytical insights are produced by artificial intelligence and should be used as one of multiple factors when evaluating a nonprofit organization.
IRS 990 forms are annual information returns that most tax-exempt organizations must file with the IRS. These forms provide detailed financial information including revenue, expenses, assets, liabilities, and compensation of officers. NonprofitSpending processes this data to provide accessible transparency reports for donors, researchers, and the general public.
Disclaimer
AI-generated analysis based on IRS public records. Not financial or legal advice. Verify information directly with the organization.