CUSTOM WOOD PRODUCTS INC WELFARE PLAN TRUST

EIN: 266607955

ST MARYS, KS

Total Revenue
$121,964
Total Expenses
$133,236
Total Assets
$38,875
Net Assets
$38,875
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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
2008
Legal Domicile
KS
Principal Officer
R KEVIN GRAY
Phone
7854376533
Tax Period
2021-04-01 to 2022-03-31

CUSTOM WOOD PRODUCTS INC WELFARE PLAN TRUST, founded in 2008, is a small nonprofit that reported $122K in total revenue in fiscal year 2021. Revenue fell 93% from the prior year — a significant decline worth monitoring.

Mission

VOLUNTARY EMPLOYEE BENEFIT TRUST ESTABLISHED TO PROVIDE HEALTH BENEFITS FOR THE EMPLOYEES OF CUSTOM WOOD PRODUCTS, INC.

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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 (2021)

Revenue Breakdown

Contributions & Grants $0
Program Service Revenue $121,964
Investment Income $0
Other Revenue $0
TOTAL REVENUE $121,964

Expense Breakdown

Grants Paid $0
Salaries & Benefits $0
Fundraising Expenses $0
Other Expenses $0
TOTAL EXPENSES $133,236

Year-over-Year Comparison

2021 2020 Change
Revenue $121,964 $1,640,756 -0.9%
Expenses $133,236 $1,700,263 -0.9%
Net Income $-11,272 $-59,507 -0.8%
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

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Governance

Voting Members
2
Independent Members
2
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
0
$0
Total Directors
2
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
R KEVIN GRAY TRUSTEE 2.00
Director
$0 $0 $0
WILLIAM MERGENMEIER TRUSTEE 10.00
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
2022 $121,964 $133,236 $38,875 $-11,272
2022 $46 No data No data No data
2021 $1,640,756 $1,700,263 $50,147 $-59,507
2020 $1,716,893 $1,609,288 $109,654 $107,605
2019 $1,564,589 $1,576,872 $2,050 $-12,283
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