TRANSCO MASTER EMPLOYEE WELFARE BE… - 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

1994

Legal Domicile

Principal Officer

BOKF NA

Phone

8009455426

Tax Period

2025-01-01 to 2025-12-31

TRANSCO MASTER EMPLOYEE WELFARE BENEFITS TRUST C/O BOKF NA, founded in 1994, is a community nonprofit in the Mutual Benefit sector that reported $3.8M in total revenue in fiscal year 2025. Revenue decreased 17% compared to the prior year. The organization ran a surplus of $1.9M, a strong 50% operating margin.

Mission

TO PROVIDE FOR THE PAYMENT OF MEDICAL BENEFITS AND LIFE INSURANCE BENEFITS TO RETIREE PARTICIPANTS AND THEIR DEPENDENTS.

Program Service Accomplishments

Program 1

PAYMENT OF PROGRAM SERVICE REVENUE OF THE VEBA TO RETIREE PARTICIPANTS AND THEIR DEPENDENTS FOR MEDICAL AND LIFE INSURANCE BENEFITS.

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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 $3,817,054

Other Revenue $0

TOTAL REVENUE $3,817,054

Expense Breakdown

Grants Paid $0

Salaries & Benefits $12,083

Fundraising Expenses $0

Other Expenses $1,408,921

TOTAL EXPENSES $1,904,508

Year-over-Year Comparison

	2025	2024	Change
Revenue	$3,817,054	$4,599,656	-0.2%
Expenses	$1,904,508	$2,206,655	-0.1%
Net Income	$1,912,546	$2,393,001	-0.2%

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

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
N/A	TRUSTEE	5.00		$12,083	$0	$40,423

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	$3,817,054	$1,904,508	$93,396,188	$1,912,546
2024	$4,599,656	$2,206,655	$91,488,044	$2,393,001
2023	$4,428,545	$2,108,074	$89,053,842	$2,320,471
2022	$20,210,000	$4,404,922	$90,251,793	$15,805,078
2021	$8,613,484	$2,049,530	$100,633,257	$6,563,954
2020	$4,499,530	$1,215,143	$92,917,054	$3,284,387

TRANSCO MASTER EMPLOYEE WELFARE BENEFITS TRUST C/O BOKF NA