WHOLESALE WINE SALESMEN'S UNION LOCAL 18-D SEVERANCE TRUST FUND (EIN 136314646) - Form 990 Financial Analysis & Trantor Score

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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

1969

Legal Domicile

Principal Officer

THOMAS J BAFFER

Phone

7188238903

Tax Period

2024-06-01 to 2025-05-31

WHOLESALE WINE SALESMEN'S UNION LOCAL 18-D SEVERANCE TRUST FUND, founded in 1969, is a micro nonprofit that reported $81K in total revenue in fiscal year 2024. Revenue decreased 10% compared to the prior year. Expenses of $71K left a modest 12% surplus.

Mission

TO PROVIDE SEVERANCE BENEFITS TO ELIGIBLE TERMINATED EMPLOYEES AND TO PROVIDE HOLIDAY BENEFITS TO ELIGIBLE ACTIVE 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%)

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $10,468

Investment Income $70,415

Other Revenue $0

TOTAL REVENUE $80,883

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $71,068

TOTAL EXPENSES $71,068

Year-over-Year Comparison

	2024	2023	Change
Revenue	$80,883	$90,012	-0.1%
Expenses	$71,068	$78,749	-0.1%
Net Income	$9,815	$11,263	-0.1%

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

Governance

Voting Members

Independent Members

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

Total Directors

$558,254

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
THOMAS J BAFFER	CHAIRMAN	2.00	Director	$0	$39,075	$239,149
ROY KOHN	EMPLOYER TRUSTEE	2.00	Director	$0	$0	$0
SCOTT GUENSLER	EMPLOYER TRUSTEE	2.00	Director	$0	$0	$0
STEPHEN T BOORAS	UNION TRUSTEE	2.00	Director	$0	$41,287	$319,105
STEVEN LESAK	EMPLOYER TRUSTEE	2.00	Director	$0	$0	$0
LORRAINE BARA	FORMER EMPLOYER TRUSTEE	2.00	Director	$0	$0	$0
CHRISTOPHER IVERSON	FORMER EMPLOYER TRUSTEE	2.00	Director	$0	$0	$0
PAUL TISO	UNION TRUSTEE	2.00	Director	$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
2025	$80,883	$71,068	$855,891	$9,815
2024	$90,012	$78,749	$839,781	$11,263
2023	$60,682	$90,257	$727,656	$-29,575
2022	$98,156	$73,895	$822,892	$24,261
2021	$102,291	$60,624	$861,384	$41,667
2020	$62,717	$61,633	$676,682	$1,084
2019	$74,823	$52,610	$695,575	$22,213
2018	$62,584	$48,911	$680,948	$13,673

WHOLESALE WINE SALESMEN'S UNION LOCAL 18-D SEVERANCE TRUST FUND