FIRST NATIONAL OF NEBRASKA INC WELFARE PLAN TRUST (EIN 270744207) - 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

2009

Legal Domicile

Phone

4023410500

Tax Period

2023-01-01 to 2023-12-31

FIRST NATIONAL OF NEBRASKA INC WELFARE PLAN TRUST, founded in 2009, is a mid-sized nonprofit in the Mutual Benefit sector that reported $76.8M in total revenue in fiscal year 2023. Revenue surged 23% from the prior year, signaling strong growth momentum.

Mission

FUND THE COST OF HEALTH CARE AND OTHER EMPLOYEE BENEFITS FOR THOSE EMPLOYEES OF THE EMPLOYERS AND THEIR ELIGIBLE 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 (2023)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $76,775,435

Investment Income $59,904

Other Revenue $0

TOTAL REVENUE $76,835,339

Expense Breakdown

Grants Paid $0

Salaries & Benefits $70,642,461

Fundraising Expenses $0

Program Expenses $76,059,785

Other Expenses $5,420,050

TOTAL EXPENSES $76,062,511

Year-over-Year Comparison

	2023	2022	Change
Revenue	$76,835,339	$62,380,485	+0.2%
Expenses	$76,062,511	$68,618,588	+0.1%
Net Income	$772,828	$-6,238,103	-1.1%

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

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	TRUSTEE	1.00		$2,726	$0	$2,726

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	$76,835,339	$76,062,511	$1,577,320	$772,828
2022	$62,380,485	$68,618,588	$804,492	$-6,238,103
2021	$66,485,024	$62,091,032	$7,042,595	$4,393,992
2020	$49,316,357	$54,853,671	$2,648,603	$-5,537,314
2019	$57,134,463	$59,778,903	$8,185,917	$-2,644,440
2018	$56,267,499	$53,690,767	$10,830,357	$2,576,732

FIRST NATIONAL OF NEBRASKA INC WELFARE PLAN TRUST