LUCENT TECH INC POST RETIREMENT WELFARE BENEFIT TRUST FOR NONREPRESENTED EMPLOYE (EIN 336325838) - Form 990 Financial Analysis & Trantor Score

🔒

Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Financial Trends

Organization Details

Formation Year

2002

Legal Domicile

Principal Officer

NOKIA OF AMERICA CORPORAT

Phone

9087239869

Tax Period

2025-01-01 to 2025-12-31

LUCENT TECH INC POST RETIREMENT WELFARE BENEFIT TRUST FOR NONREPRESENTED EMPLOYE, founded in 2002, is a mid-sized nonprofit in the Mutual Benefit sector that reported $48.3M in total revenue in fiscal year 2025. Revenue fell 29% from the prior year — a significant decline worth monitoring. Expenses of $61.0M exceeded revenue, resulting in a 26% operating deficit.

Mission

TO PROVIDE FUNDING FOR THE PAYMENT OF POST-RETIREMENT LIFE INSURANCE BENEFITS AND HEALTH BENEFITS TO ELIGIBLE RETIREES OF NOKIA OF AMERICA CORPORATION.

🔒

Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

Sign in to view Trantor Score and financial metrics

Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2025)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $8,130,414

Investment Income $40,153,591

Other Revenue $0

TOTAL REVENUE $48,284,005

Expense Breakdown

Grants Paid $0

Salaries & Benefits $10,375

Fundraising Expenses $0

Program Expenses $58,317,438

Other Expenses $2,672,515

TOTAL EXPENSES $61,000,328

Year-over-Year Comparison

	2025	2024	Change
Revenue	$48,284,005	$68,433,217	-0.3%
Expenses	$61,000,328	$62,234,813	0.0%
Net Income	$-12,716,323	$6,198,404	-3.1%

Key Indicators

✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✗ Schedule B Required

🔒

Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

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	TRUSTEE	1.00		$10,375	$0	$10,375

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	$48,284,005	$61,000,328	$402,015,744	$-12,716,323
2024	$68,433,217	$62,234,813	$398,238,236	$6,198,404
2023	$30,726,696	$57,604,482	$396,848,116	$-26,877,786
2022	$28,622,401	$60,476,913	$372,967,567	$-31,854,512
2021	$362,601,504	$72,524,105	$502,442,116	$290,077,399
2020	$110,254,050	$75,436,603	$196,928,614	$34,817,447
2019	$42,680,176	$76,213,902	$156,181,386	$-33,533,726
2018	$39,674,905	$69,559,937	$173,543,047	$-29,885,032

LUCENT TECH INC POST RETIREMENT WELFARE BENEFIT TRUST FOR NONREPRESENTED EMPLOYE