SCHULZE AND BURCH WELFARE BENEFIT TRUST 22-04240 (EIN 366980146) - 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

1992

Legal Domicile

Principal Officer

DAVID HENSLER

Phone

7739276622

Tax Period

2025-01-01 to 2025-12-31

SCHULZE AND BURCH WELFARE BENEFIT TRUST 22-04240, founded in 1992, is a small nonprofit that reported $136K in total revenue in fiscal year 2018. Revenue fell 42% from the prior year — a significant decline worth monitoring. The organization ran a surplus of $128K, a strong 94% operating margin.

Mission

PROVIDING HEALTH & WELFARE BENEFITS FOR ITS MEMBERS.

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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 $130,890

Other Revenue $0

TOTAL REVENUE $130,890

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $7,766

Other Expenses $7,766

TOTAL EXPENSES $7,766

Year-over-Year Comparison

	2025	2024	Change
Revenue	$130,890	$5,489	+22.8%
Expenses	$7,766	$7,438	+0.0%
Net Income	$123,124	$-1,949	-64.2%

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
DAVID HENSLER	VP-FINANCE	0.00	Director	$0	$0	$0
JAMES MCBRIDE	VP-QUALITY	0.00	Director	$0	$0	$0
PAUL SALINA	VP-OPERATIONS	0.00	Director	$0	$0	$0
CAROLINE BOYLE SALINA	SECRETARY	0.00	Director	$0	$0	$0
KEVIN BOYLE	PRESIDENT & CHAIRMAN	0.00	Director	$0	$0	$0
PATRICIA BOYLE WHEELER	TREASURER	0.00	Director	$0	$0	$0
STEPHEN PODRACKY	VP-BUS. DEVELOPMENT	0.00	Director	$0	$0	$0
N/A	TRUSTEE	40.00		$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	$130,890	$7,766	$3,051,903	$123,124
2024	No data	No data	No data	No data
2023	$20,045	$7,198	$2,744,892	$12,847
2022	$-1,409	$9,848	$2,574,689	$-11,257
2021	$213,366	$4,669	$2,943,692	$208,697
2020	$99,396	$6,971	$2,903,950	$92,425
2019	$90,878	$7,082	$2,754,583	$83,796
2018	$135,751	$7,722	$2,509,080	$128,029

SCHULZE AND BURCH WELFARE BENEFIT TRUST 22-04240