Tootsie Roll Industries Welfare Union Trust (EIN 363747374) - 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

1990

Legal Domicile

Principal Officer

Barry Bowen

Phone

7738383400

Tax Period

2025-01-01 to 2025-12-31

Tootsie Roll Industries Welfare Union Trust, founded in 1990, is a small nonprofit that reported $582K in total revenue in fiscal year 2025. Revenue fell 24% from the prior year — a significant decline worth monitoring. Expenses of $5.6M exceeded revenue, resulting in a 854% operating deficit.

Mission

The trust has been organized to provide benefits as set forth in the plan documents, namely medical benefits, to participants and their dependents covered by the plan.

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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 $0

Investment Income $582,496

Other Revenue $0

TOTAL REVENUE $582,496

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $0

TOTAL EXPENSES $5,555,482

Year-over-Year Comparison

	2025	2024	Change
Revenue	$582,496	$762,706	-0.2%
Expenses	$5,555,482	$5,963,971	-0.1%
Net Income	$-4,972,986	$-5,201,265	0.0%

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

N/A

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	Role	Reportable Comp	Other Comp	Total
Ellen Gordon	Trustee	Director	$0	$0	$0
Howard Ember	Trustee	Director	$0	$0	$0
Barry Bowen	Trustee	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	$582,496	$5,555,482	$8,951,604	$-4,972,986
2024	$762,706	$5,963,971	$13,924,592	$-5,201,265
2023	$20,341,300	$5,094,026	$19,125,857	$15,247,274
2022	$5,000,000	$5,090,800	$3,849,768	$-90,800
2021	No data	$4,331,232	$3,940,568	No data
2020	No data	$3,812,842	$8,271,800	No data

Tootsie Roll Industries Welfare Union Trust