TRINITY HEALTH WELFARE BENEFIT TRUST (EIN 208151733) - 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

2006

Legal Domicile

Principal Officer

JEANETTE FRANCK

Phone

7343431000

Tax Period

2024-07-01 to 2025-06-30

TRINITY HEALTH WELFARE BENEFIT TRUST, founded in 2006, is a community nonprofit in the Mutual Benefit sector that reported $3.8M in total revenue in fiscal year 2024. Revenue fell 85% from the prior year — a significant decline worth monitoring. Net assets of $207.1M represent 653 months of operating reserves.

Mission

TO RECEIVE, HOLD, AND INVEST CONTRIBUTIONS TO PROVIDE RETIREE MEDICAL BENEFITS AND RETIREE LIFE INSURANCE COVERAGE OFFERED BY THE TRINITY HEALTH CORPORATION RETIREE BENEFIT PLAN 506 (GRANDFATHERED) TO ELIGIBLE RETIREES 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%)

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $417,725

Investment Income $3,386,374

Other Revenue $0

TOTAL REVENUE $3,804,099

Expense Breakdown

Grants Paid $0

Salaries & Benefits $3,247

Fundraising Expenses $0

Program Expenses $3,848,234

Other Expenses $3,974,531

TOTAL EXPENSES $3,977,778

Year-over-Year Comparison

	2024	2023	Change
Revenue	$3,804,099	$25,916,516	-0.9%
Expenses	$3,977,778	$4,143,716	0.0%
Net Income	$-173,679	$21,772,800	-1.0%

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

N/A

Independent Members

N/A

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
N/A	SOLE TRUSTEE	1.00		$0	$3,247	$3,247

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	$3,804,099	$3,977,778	$207,061,601	$-173,679
2024	No data	No data	No data	No data
2023	$1,772,675	$4,490,154	$162,863,347	$-2,717,479
2022	$369,614	$982,832	$141,937,343	$-613,218
2021	$612,937	$1,145,100	$159,613,058	$-532,163
2020	$9,981,003	$1,158,217	$118,386,167	$8,822,786
2019	$8,483,537	$1,282,250	$111,219,210	$7,201,287
2018	$10,549,955	$1,319,575	$102,295,268	$9,230,380

TRINITY HEALTH WELFARE BENEFIT TRUST