BUDDIG EMPLOYEES WELFARE BENEFIT - TRUST B (EIN 363520974) - 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 - TRUST B, founded in 2008, is a community nonprofit that reported $1.2M in total revenue in fiscal year 2023. Expenses of $1.3M exceeded revenue, resulting in a 13% operating deficit.

Mission

FUND AND PROVIDE HEALTH AND WELFARE BENEFITS FOR ELIGIBLE 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 $1,180,502

Investment Income $0

Other Revenue $0

TOTAL REVENUE $1,180,502

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $368,737

TOTAL EXPENSES $1,338,996

Year-over-Year Comparison

	2023	2022	Change
Revenue	$1,180,502	$1,160,240	+0.0%
Expenses	$1,338,996	$1,179,014	+0.1%
Net Income	$-158,494	$-18,774	+7.4%

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/ADMINISTRATOR	10.00	Director	$0	$0	$0
DANIEL WYNN	TRUSTEE/DIRECTOR	1.00	Director	$0	$0	$0
KAREN NOBLE	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	$1,180,502	$1,338,996	$165,489	$-158,494
2023	$1,160,240	$1,179,014	$277,565	$-18,774
2022	$1,111,587	$1,072,544	$282,906	$39,043
2021	$1,658,563	$1,670,473	$474,090	$-11,910
2020	$1,460,493	$1,551,575	$348,993	$-91,082
2019	$1,999,805	$1,819,823	$432,503	$179,982
2018	$1,617,465	$1,679,300	$305,331	$-61,835

BUDDIG EMPLOYEES WELFARE BENEFIT - TRUST B