Deloitte Welfare Benefit Trust

EIN: 061458708

Hermitage, TN

Total Revenue
$78
Total Expenses
N/A
Total Assets
$213,427
Net Assets
$213,427
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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
1996
Legal Domicile
NY
Principal Officer
Emily Warthen Deloitte Touche
Phone
6158827600
Tax Period
2020-05-31 to 2021-05-29

Deloitte Welfare Benefit Trust, founded in 1996, is a micro nonprofit that reported $78 in total revenue in fiscal year 2020. Revenue fell 98% from the prior year — a significant decline worth monitoring.

Mission

Trust established by Employer as a means of accumulating funds to be used to pay severance and vacation benefits in accordance with Employers Benefit Policy.

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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 (2020)

Revenue Breakdown

Contributions & Grants $0
Program Service Revenue $0
Investment Income $78
Other Revenue $0
TOTAL REVENUE $78

Expense Breakdown

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

Year-over-Year Comparison

2020 2019 Change
Revenue $78 $3,455 -1.0%
Expenses N/A N/A N/A
Net Income N/A $3,455 N/A
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
1
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
KeyBank Institutional Asset Service Institutional Trustee N/A
$0 $0 $0
Anissa Nelson-Carlisle Key Employee N/A
Key Emp
$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
2021 $78 No data $213,427 No data
2021 $23 $213,450 No data $-213,427
2020 $3,455 No data $213,349 No data
2019 $4,156 No data $209,894 No data
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