3M EMPLOYEES WELFARE BENEFITS ASSOCIATION TRUST II (EIN 363604792) - 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

1987

Legal Domicile

Principal Officer

the bank of new york mellon

Phone

6517368146

Tax Period

2018-01-01 to 2018-12-31

3M EMPLOYEES WELFARE BENEFITS ASSOCIATION TRUST II, founded in 1987, is a major nonprofit that reported $442.0M in total revenue in fiscal year 2018. Revenue surged 37% from the prior year, signaling strong growth momentum.

Mission

TO FINANCE MEDICAL, DENTAL, AND LONG-TERM DISABILITY BENEFITS PROVIDED TO CURRENT 3M 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 (2018)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $441,887,585

Investment Income $126,559

Other Revenue $0

TOTAL REVENUE $442,014,144

Expense Breakdown

Grants Paid $0

Salaries & Benefits $15,717

Fundraising Expenses $0

Program Expenses $0

Other Expenses $25,659,578

TOTAL EXPENSES $444,609,180

Year-over-Year Comparison

	2018	2017	Change
Revenue	$442,014,144	$323,370,827	+0.4%
Expenses	$444,609,180	$412,254,741	+0.1%
Net Income	$-2,595,036	$-88,883,914	-1.0%

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

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
Gregg M Larson	Director	1.0	Director	$0	$0	$0
Marlene M McGrath	Director	1.0	Director	$0	$0	$0
Matthew J Ginter	Director	1.0	Director	$0	$0	$0
THE BANK OF NEW YORK MELLON	TRUSTEE	1.0		$15,717	$0	$15,717
David Overstreet	Secretary	1.0	Officer	$0	$0	$0
Dennis P Duerst	Treasurer	1.0	Officer	$0	$0	$0
Kimberly M Torseth	Assistant Treasurer	1.0	Officer	$0	$0	$0
Michael A Anderson	President	1.0	Officer	$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
2018	$442,014,144	$444,609,180	No data	$-2,595,036

3M EMPLOYEES WELFARE BENEFITS ASSOCIATION TRUST II