SMURFIT WESTROCK EMPLOYEE RELIEF FUND F/K/A WESTROCK EMPLOYEE RELIEF FUND (EIN 203613644) - Form 990 Financial Analysis & Trantor Score

🔒

Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Financial Trends

Organization Details

Formation Year

2005

Legal Domicile

Principal Officer

MANDY BURNETTE

Phone

7704482193

Tax Period

2025-01-01 to 2025-12-31

SMURFIT WESTROCK EMPLOYEE RELIEF FUND F/K/A WESTROCK EMPLOYEE RELIEF FUND, founded in 2005, is a small nonprofit in the Public Safety sector that reported $271K in total revenue in fiscal year 2025. Revenue fell 30% from the prior year — a significant decline worth monitoring. The organization ran a surplus of $139K, a strong 51% operating margin.

Mission

TO PROVIDE DISASTER ASSISTANCE GRANTS TO SMURFIT WESTROCK EMPLOYEES (AND THEIR IMMEDIATE FAMILIES).

🔒

Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

Sign in to view Trantor Score and financial metrics

Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2025)

Revenue Breakdown

Contributions & Grants $201,974

Program Service Revenue $0

Investment Income $69,424

Other Revenue $0

TOTAL REVENUE $271,398

Expense Breakdown

Grants Paid $126,000

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $126,000

Other Expenses $6,286

TOTAL EXPENSES $132,286

Year-over-Year Comparison

	2025	2024	Change
Revenue	$271,398	$386,510	-0.3%
Expenses	$132,286	$604,748	-0.8%
Net Income	$139,112	$-218,238	-1.6%

Key Indicators

✗ Grants to Organizations ✓ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✗ Schedule B Required

🔒

Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

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	Hours/Week	Role	Reportable Comp	Other Comp	Total
OSCAR RANGEL	DIRECTOR	1.00	Director	$0	$0	$0
LATASCHA TRAYLOR	DIRECTOR	1.00	Director	$0	$0	$0
CARRIE CALLENDER	CHAIR	1.00	Officer Director	$0	$0	$0
BERNIE KRAUS	VICE CHAIR	1.00	Officer Director	$0	$0	$0
LOUIS PEAKE	SECRETARY	1.00	Officer Director	$0	$0	$0
VALERIE TALIAFERRO	TREASURER	1.00	Officer 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	$271,398	$132,286	$2,585,113	$139,112
2024	$386,510	$604,748	$2,446,001	$-218,238
2023	$430,109	$108,344	$2,664,239	$321,765
2022	$427,751	$230,351	$2,342,474	$197,400
2021	$1,518,338	$73,291	$2,145,074	$1,445,047
2020	$357,814	$160,454	$700,027	$197,360
2019	$633,808	$685,374	$502,667	$-51,566

SMURFIT WESTROCK EMPLOYEE RELIEF FUND F/K/A WESTROCK EMPLOYEE RELIEF FUND