AMEREN HEALTH AND WELFARE TRUST

EIN: 043294359

SAINT LOUIS, MO

Total Revenue
$75,378,115
Total Expenses
$49,856,788
Total Assets
$726,754,450
Net Assets
$726,527,492
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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
2001
Legal Domicile
MA
Phone
3145542400
Tax Period
2023-01-01 to 2023-12-31

AMEREN HEALTH AND WELFARE TRUST, founded in 2001, is a mid-sized nonprofit that reported $75.4M in total revenue in fiscal year 2023. Revenue fell 57% from the prior year — a significant decline worth monitoring. The organization ran a surplus of $25.5M, a strong 34% operating margin.

Mission

PROVIDE WELFARE BENEFITS TO ELIGIBLE MEMBERS

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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 $4,270,218
Investment Income $71,107,897
Other Revenue $0
TOTAL REVENUE $75,378,115

Expense Breakdown

Grants Paid $0
Salaries & Benefits $78,510
Fundraising Expenses $0
Program Expenses $0
Other Expenses $2,869,509
TOTAL EXPENSES $49,856,788

Year-over-Year Comparison

2023 2022 Change
Revenue $75,378,115 $173,340,079 -0.6%
Expenses $49,856,788 $183,577,512 -0.7%
Net Income $25,521,327 $-10,237,433 -3.5%
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

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Governance

Voting Members
1
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
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 0.0
$78,510 $0 $78,510
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 $75,378,115 $49,856,788 $726,754,450 $25,521,327
2022 $173,340,079 $183,577,512 $740,068,258 $-10,237,433
2021 $180,801,969 $175,915,366 $900,119,416 $4,886,603
2020 $168,618,744 $175,544,367 $858,436,210 $-6,925,623
2019 $231,360,264 $182,282,551 $781,180,072 $49,077,713
2018 $174,478,614 $175,080,094 $694,656,368 $-601,480
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