DUBOIS WOOD PRODUCTS EMPLOYEE BENEFIT TRUST (EIN 351948651) - 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

1991

Legal Domicile

Principal Officer

PHIL LUEKEN

Phone

8126833613

Tax Period

2024-03-01 to 2025-02-28

DUBOIS WOOD PRODUCTS EMPLOYEE BENEFIT TRUST, founded in 1991, is a small nonprofit that reported $253K in total revenue in fiscal year 2024. Revenue surged 103% from the prior year, signaling strong growth momentum. Expenses of $496K exceeded revenue, resulting in a 96% operating deficit.

Mission

THE SOLE PURPOSE OF MAINTAINING A TAX-EXEMPT TRUST IS TO PROVIDE BENEFITS AS DESCRIBED AND COVERED BY THE APPROVED PLAN FOR ALL ELIGIBLE EMPLOYEES ON A NON-DISCRIMINATORY BASIS. THE EMPLOYER, ACTIVE EMPLOYEES AND ELIGIBLE COBRA BENEFICIARIES CONTRIBUTE.

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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 $239,710

Investment Income $1,154

Other Revenue $12,299

TOTAL REVENUE $253,163

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $461,020

Other Expenses $165,429

TOTAL EXPENSES $495,746

Year-over-Year Comparison

	2024	2023	Change
Revenue	$253,163	$124,973	+1.0%
Expenses	$495,746	$469,326	+0.1%
Net Income	$-242,583	$-344,353	-0.3%

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

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
PHIL LUEKEN	TRUSTEE	N/A	Director	$0	$0	$0
PAUL LUEKEN	TRUSTEE	N/A	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
2025	$253,163	$495,746	$22,127	$-242,583
2024	$124,973	$469,326	$339,210	$-344,353
2023	$111,531	$388,551	$635,563	$-277,020
2022	$633,978	$303,505	$888,083	$330,473
2021	$954,022	$661,411	$595,110	$292,611
2020	$1,274,791	$985,516	$277,499	$289,275
2019	$1,314,058	$1,303,643	$13,224	$10,415

DUBOIS WOOD PRODUCTS EMPLOYEE BENEFIT TRUST