WHITE CASTLE SYSTEM INC WELFARE DIRECT REIMBURSEMENT TRUST (EIN 311627246) - 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

2001

Legal Domicile

Principal Officer

NINA MARATTO

Phone

6142285781

Tax Period

2024-01-01 to 2024-12-31

WHITE CASTLE SYSTEM INC WELFARE DIRECT REIMBURSEMENT TRUST, founded in 2001, is a community nonprofit in the Mutual Benefit sector that reported $1.3M in total revenue in fiscal year 2024.

Mission

HOLD PARTICIPANT AND SPONSOR CONTRIBUTIONS TO REIMBURSE ACTIVE PARTICIPANTS OF THE WHITE CASTLE SYSTEM, INC. WELFARE DIRECT REIMBURSEMENT PLAN FOR DENTAL AND VISION EXPENSES AND TO PROVIDE MEDICARE REIMBURSEMENTS TO ELIGIBLE RETIREES.

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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 $1,332,735

Investment Income $0

Other Revenue $0

TOTAL REVENUE $1,332,735

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $1,324,776

Other Expenses $0

TOTAL EXPENSES $1,324,776

Year-over-Year Comparison

	2024	2023	Change
Revenue	$1,332,735	$1,360,057	0.0%
Expenses	$1,324,776	$1,320,987	+0.0%
Net Income	$7,959	$39,070	-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

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
R ANTHONY JOSEPH	DIRECTOR	1.00	Director	$0	$0	$0
JOHN F KELLEY III	DIRECTOR	1.00	Director	$0	$0	$0
ROBERT C LILIENSTERN	DIRECTOR	1.00	Director	$0	$0	$0
NINA C MARATTO	DIRECTOR	1.00	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
2024	$1,332,735	$1,324,776	$120,956	$7,959
2023	$1,360,057	$1,320,987	$112,997	$39,070
2022	$1,474,067	$1,415,123	$73,927	$58,944
2021	$1,403,445	$1,481,941	$14,983	$-78,496
2020	$1,453,170	$1,407,423	$93,479	$45,747

WHITE CASTLE SYSTEM INC WELFARE DIRECT REIMBURSEMENT TRUST