BUDDIG EMPLOYEES WELFARE BENEFIT AND TRUST (EIN 363219010) - 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

2008

Legal Domicile

Principal Officer

PETER MACIEJEWSKI

Phone

7083357914

Tax Period

2023-11-01 to 2024-10-31

BUDDIG EMPLOYEES WELFARE BENEFIT AND TRUST, founded in 2008, is a mid-sized nonprofit that reported $11.8M in total revenue in fiscal year 2023. Revenue grew 11% year-over-year, indicating healthy expansion.

Mission

TO PROVIDE HEALTH AND WELFARE BENEFITS FOR NON-UNION EMPLOYEES.

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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 $11,836,122

Investment Income $0

Other Revenue $0

TOTAL REVENUE $11,836,122

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $2,531,764

TOTAL EXPENSES $12,028,589

Year-over-Year Comparison

	2023	2022	Change
Revenue	$11,836,122	$10,631,408	+0.1%
Expenses	$12,028,589	$10,507,181	+0.1%
Net Income	$-192,467	$124,227	-2.5%

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
PETER MACIEJEWSKI	TRUSTEE/PLAN ADMINISTRATOR	10.00	Director	$0	$0	$0
KAREN NOBLE	TRUSTEE/DIRECTOR	1.00	Director	$0	$0	$0
DANIEL WYNN	TRUSTEE/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	$11,836,122	$12,028,589	$1,684,296	$-192,467
2023	$10,631,408	$10,507,181	$1,762,452	$124,227
2022	$11,362,258	$11,226,970	$1,818,738	$135,288
2021	$11,307,142	$11,302,186	$1,411,169	$4,956
2020	$9,830,207	$10,247,735	$1,478,135	$-417,528
2019	$9,091,902	$8,457,236	$1,624,192	$634,666
2018	$6,617,334	$6,857,854	$1,071,928	$-240,520

BUDDIG EMPLOYEES WELFARE BENEFIT AND TRUST