GROUP WELFARE TRUST FOR EMPLOYEES … - Form 990 Financial Data

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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

1968

Legal Domicile

Principal Officer

AJ HOFER

Phone

6303656600

Tax Period

2025-01-01 to 2025-12-31

GROUP WELFARE TRUST FOR EMPLOYEES OF SAUBER MANUFACTURING COMPANY, founded in 1968, is a small nonprofit that reported $897K in total revenue in fiscal year 2025. Revenue decreased 9% compared to the prior year.

Mission

TO PROVIDE EMPLOYEES OF SAUBER MFG AND THEIR ELIGIBLE DEPENDENTS WITH WELFARE BENEFITS, INCLUDING HOSPITAL, DENTAL, AND MEDICAL BENEFITS.

Program Service Accomplishments

Program 1

BENEFITS PAID TO SAUBER MFG. EMPLOYEES FOR MEDICAL CLAIMS AND INSURANCE.

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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 (2025)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $897,384

Investment Income $0

Other Revenue $0

TOTAL REVENUE $897,384

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $54,899

TOTAL EXPENSES $881,031

Year-over-Year Comparison

	2025	2024	Change
Revenue	$897,384	$981,840	-0.1%
Expenses	$881,031	$1,012,855	-0.1%
Net Income	$16,353	$-31,015	-1.5%

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
JAMES E SAUBER	TRUSTEE	1.00	Officer Director	$0	$0	$0
AJ HOFER	TRUSTEE	1.00	Officer 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	$897,384	$881,031	$337,875	$16,353
2024	$981,840	$1,012,855	$321,522	$-31,015
2023	$945,636	$840,741	$352,537	$104,895
2022	$1,058,936	$1,050,531	$247,642	$8,405
2021	$781,816	$820,201	$239,237	$-38,385
2020	$808,395	$938,133	$277,622	$-129,738
2019	$755,282	$680,617	$407,360	$74,665
2018	$750,483	$736,080	$334,036	$14,403

GROUP WELFARE TRUST FOR EMPLOYEES OF SAUBER MANUFACTURING COMPANY