Katten Muchin Rosenman LLP Employees' Welfare Benefit Plan & Trust (EIN 363265558) - 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

1984

Legal Domicile

Principal Officer

Noah S Heller

Phone

3129025200

Tax Period

2021-12-01 to 2022-11-30

Katten Muchin Rosenman LLP Employees' Welfare Benefit Plan & Trust, founded in 1984, is a mid-sized nonprofit that reported $13.9M in total revenue in fiscal year 2021. Revenue grew 9% year-over-year, indicating healthy expansion.

Mission

To provide employees of Katten Muchin Rosenman LLP with sickness, accident, and other similar benefits permissible under Internal Revenue Code section 501(c)(9).

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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 (2021)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $13,904,109

Investment Income $939

Other Revenue $0

TOTAL REVENUE $13,905,048

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $13,476,126

Other Expenses $433,710

TOTAL EXPENSES $13,929,836

Year-over-Year Comparison

	2021	2020	Change
Revenue	$13,905,048	$12,724,208	+0.1%
Expenses	$13,929,836	$12,866,870	+0.1%
Net Income	$-24,788	$-142,662	-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

$2,880,784

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Noah S Heller	Trustee/Plan Manager	1.00	Director	$0	$0	$1,890,144
Kevin T Zubor	Trustee/Plan Manager	1.00	Director	$0	$0	$611,250
Gaye M Bartulis	Trustee/Plan Manager	1.00	Director	$0	$0	$379,390

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
2022	$13,905,048	$13,929,836	$4,068,660	$-24,788
2021	$12,724,208	$12,866,870	$4,093,448	$-142,662

Katten Muchin Rosenman LLP Employees' Welfare Benefit Plan & Trust