WW GRAINGER INC GROUP BENEFIT TRUST II (EIN 366929610) - Form 990 Financial Analysis & Trantor Score

🔒

Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Financial Trends

Organization Details

Formation Year

1989

Legal Domicile

Principal Officer

JAY FEECE

Phone

8475351096

Tax Period

2023-01-01 to 2023-12-31

WW GRAINGER INC GROUP BENEFIT TRUST II, founded in 1989, is a community nonprofit that reported $2.4M in total revenue in fiscal year 2023. Revenue fell 64% from the prior year — a significant decline worth monitoring. Expenses of $15.2M exceeded revenue, resulting in a 542% operating deficit.

Mission

PROVIDE HEALTH AND BENEFITS TO RETIRED PARTICIPANTS

🔒

Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

Sign in to view Trantor Score and financial metrics

Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $2,819,913

Investment Income $-456,914

Other Revenue $0

TOTAL REVENUE $2,362,999

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $5,400,707

TOTAL EXPENSES $15,162,842

Year-over-Year Comparison

	2023	2022	Change
Revenue	$2,362,999	$6,567,472	-0.6%
Expenses	$15,162,842	$13,092,039	+0.2%
Net Income	$-12,799,843	$-6,524,567	+1.0%

Key Indicators

✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✗ Schedule B Required

🔒

Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

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

$3,940,081

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
LAURIE THOMSON	TRUSTEE	1.0	Director	$0	$49,733	$2,107,691
JAY FEECE	TRUSTEE	1.0	Director	$0	$54,938	$888,909
ARIF AHMED	TRUSTEE	1.0	Director	$0	$31,597	$560,278
LISA THOMPSON	TRUSTEE	1.0	Director	$0	$24,723	$369,703
Scott Lupien	TRUSTEE	1.0	Director	$0	$0	$13,500

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	No data	No data	No data	No data
2024	No data	No data	No data	No data
2023	$2,362,999	$15,162,842	$174,012,193	$-12,799,843
2022	$6,567,472	$13,092,039	$162,507,521	$-6,524,567
2021	$6,831,152	$13,842,694	$209,591,559	$-7,011,542
2020	$5,037,785	$11,133,520	$207,194,650	$-6,095,735

WW GRAINGER INC GROUP BENEFIT TRUST II