Burlington Northern Santa Fe Welfare Benefit Trust

EIN: 366721125

Fort Worth, TX

Total Revenue
$117,988,822
Total Expenses
$115,960,265
Total Assets
$7,753,512
Net Assets
$7,753,512
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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

Legal Domicile
TX
Phone
8173521667
Tax Period
2023-01-01 to 2023-12-31

Burlington Northern Santa Fe Welfare Benefit Trust is a major nonprofit that reported $118.0M in total revenue in fiscal year 2023.

Mission

Sole purpose is to act as a funding tool for plans established to provide benefits for covered employees at participating companies

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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%)

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Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $0
Program Service Revenue $117,810,782
Investment Income $178,040
Other Revenue $0
TOTAL REVENUE $117,988,822

Expense Breakdown

Grants Paid $0
Salaries & Benefits $20,000
Fundraising Expenses $0
Program Expenses $115,960,265
Other Expenses $4,901,995
TOTAL EXPENSES $115,960,265

Year-over-Year Comparison

2023 2022 Change
Revenue $117,988,822 $120,228,382 0.0%
Expenses $115,960,265 $122,069,519 -0.1%
Net Income $2,028,557 $-1,841,137 -2.1%
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

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Governance

Voting Members
3
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
0
$0
Total Directors
0
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
N/A Trustee 40.00
$0 $20,000 $20,000
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 No data No data No data No data
2023 $117,988,822 $115,960,265 $7,753,512 $2,028,557
2022 $120,228,382 $122,069,519 $5,934,548 $-1,841,137
2021 $115,017,321 $112,888,766 $6,616,780 $2,128,555
2020 $14,940,893 $104,829,951 $4,488,225 $-89,889,058
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