UAW RETIREES OF DANA CORPORATION HEALTH AND WELFARE TRUST

EIN: 261851652 Mutual Benefit

WASHINGTON, DC

Total Revenue
$17,681,898
Total Expenses
$17,584,031
Total Assets
$368,425,763
Net Assets
$366,242,433
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Financial Vulnerability Assessment (Tuckman-Chang)

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Financial Trends

Organization Details

Formation Year
2008
Legal Domicile
MI
Principal Officer
SUZANNE DANIELS
Phone
2028570620
Tax Period
2023-01-01 to 2023-12-31

UAW RETIREES OF DANA CORPORATION HEALTH AND WELFARE TRUST, founded in 2008, is a mid-sized nonprofit in the Mutual Benefit sector that reported $17.7M in total revenue in fiscal year 2023. Net assets of $366.2M represent 249 months of operating reserves.

Mission

THE TRUST WAS ORGANIZED TO PROVIDE HEALTH AND WELFARE BENEFITS TO RETIRED EMPLOYEES AND LONG TERM DISABILITY BENEFITS FOR QUALIFYING PLAN PARTICIPANTS.

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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 (2023)

Revenue Breakdown

Contributions & Grants $0
Program Service Revenue $1,506,200
Investment Income $16,175,698
Other Revenue $0
TOTAL REVENUE $17,681,898

Expense Breakdown

Grants Paid $0
Salaries & Benefits $204,216
Fundraising Expenses $0
Other Expenses $1,057,604
TOTAL EXPENSES $17,584,031

Year-over-Year Comparison

2023 2022 Change
Revenue $17,681,898 $-9,597,183 -2.8%
Expenses $17,584,031 $18,482,547 0.0%
Net Income $97,867 $-28,079,730 -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

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Financial Distress Indicator

Liquidity & Cash Position

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Governance

Voting Members
7
Independent Members
7
Employees
N/A
Volunteers
1

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
7
$476,469
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
SUZANNE DANIELS COMMITTEE CHAIR 6.00
Director
$27,457 $0 $107,306
GARY PETRONI COMMITTEE MEMBER 4.00
Director
$25,248 $0 $109,626
FRANCINE PARKER COMMITTEE MEMBER 4.00
Director
$25,248 $0 $98,057
JACK MARTIN COMMITTEE MEMBER 4.00
Director
$25,248 $0 $81,207
RICHARD ISSACSON COMMITTEE MEMBER 4.00
Director
$25,248 $0 $54,925
ANTHONY FEYERS COMMITTEE MEMBER 4.00
Director
$25,348 $0 $25,348
GEORGE HARDY COMMITTEE MEMBER 4.00
Director
$0 $0 $0
N/A INSTITUTIONAL TRUSTEE 4.00
$38,844 $0 $38,844
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
2024 No data No data No data No data
2023 $17,681,898 $17,584,031 $368,425,763 $97,867
2022 $-9,597,183 $18,482,547 $360,666,266 $-28,079,730
2021 $16,022,619 $15,226,021 $425,750,969 $796,598
2020 $23,254,215 $17,060,467 $423,871,301 $6,193,748
2019 $28,446,094 $25,594,630 $392,612,544 $2,851,464
2018 $31,267,715 $28,014,171 $369,364,440 $3,253,544
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