WM D SCEPANIAK INC EMPLOYERS

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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

2004

Legal Domicile

Principal Officer

Joseph Scepaniak

Phone

3207463331

Tax Period

2024-05-01 to 2025-04-30

WM D SCEPANIAK INC EMPLOYERS, founded in 2004, is a small nonprofit in the Mutual Benefit sector that reported $757K in total revenue in fiscal year 2024. Revenue grew 13% year-over-year, indicating healthy expansion. The organization ran a surplus of $115K, a strong 15% operating margin.

Mission

THE TRUST FUND REIMBURSES ELIGIBLE HEALTH CARE EXPENSES FOR EMPLOYEES AND FORMER EMPLOYEES OF WM. D. SCEPANIAK, INC.

Program Service Accomplishments

Program 1

Expenses: $619,551 Revenue: $0

REIMBURSED QUALIFIED MEDICAL EXPENSES FOR PLAN YEAR FOR EMPLOYEES AND FORMER EMPLOYEES.

Program 2

Expenses: $22,438 Revenue: $0

FEE PAID TO THIRD PARTY ADMINISTRATOR FOR THE ADMINISTRATION OF THE TRUST AND CLAIM REIMBURSEMENT.

Program 3

Expenses: $0 Revenue: $0

N/A

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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 $741,089

Program Service Revenue $0

Investment Income $15,810

Other Revenue $0

TOTAL REVENUE $756,899

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $641,989

Other Expenses $22,438

TOTAL EXPENSES $641,989

Year-over-Year Comparison

	2024	2023	Change
Revenue	$756,899	$667,162	+0.1%
Expenses	$641,989	$559,492	+0.1%
Net Income	$114,910	$107,670	+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

Key Employees

Highest Compensated

reported

Name	Title	Role	Reportable Comp	Other Comp	Total
JOSEPH SCEPANIAK	PRESIDENT	Director	$0	$0	$0
ANTHONY SCEPANIAK	VICE-PRESIDENT	Director	$0	$0	$0
JACOB SCEPANIAK	TREASURER	Director	$0	$0	$0
JOHN SCEPANIAK	SECRETARY	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	$756,899	$641,989	$816,116	$114,910
2025	No data	No data	No data	No data
2024	$667,162	$559,492	$701,206	$107,670
2023	$764,899	$656,254	$593,536	$108,645
2022	$633,160	$659,082	$484,891	$-25,922
2021	$648,653	$536,259	$510,813	$112,394