EDCO Collaborative Welfare Benefit Trust

EIN: 046865190

Carlisle, MA

Total Revenue
$236,902
Total Expenses
$23,693
Total Assets
$2,281,962
Net Assets
$2,281,962
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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
1997
Legal Domicile
MA
Principal Officer
Cyndy Taymore
Phone
3392225601
Tax Period
2021-07-01 to 2022-06-30

EDCO Collaborative Welfare Benefit Trust, founded in 1997, is a small nonprofit that reported $237K in total revenue in fiscal year 2021. Revenue fell 26% from the prior year — a significant decline worth monitoring. The organization ran a surplus of $213K, a strong 90% operating margin.

Mission

To provide welfare benefits to employees of the corporation and their dependents.

Program Service Accomplishments

Program 1

Provided welfare benefits to retired employees of the corporation and their dependents.

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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 (2021)

Revenue Breakdown

Contributions & Grants $0
Program Service Revenue $165,466
Investment Income $71,436
Other Revenue $0
TOTAL REVENUE $236,902

Expense Breakdown

Grants Paid $0
Salaries & Benefits $0
Fundraising Expenses $0
Other Expenses $23,693
TOTAL EXPENSES $23,693

Year-over-Year Comparison

2021 2020 Change
Revenue $236,902 $320,127 -0.3%
Expenses $23,693 $381,829 -0.9%
Net Income $213,209 $-61,702 -4.5%
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
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 1.00
$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
2022 $236,902 $23,693 $2,281,962 $213,209
2022 $583,370 $7,657 No data $575,713
2021 $320,127 $381,829 $2,396,105 $-61,702
2020 $124,439 $386,840 $2,320,183 $-262,401
2019 $444,681 $359,753 $2,447,450 $84,928
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