HEALTH AND WELFARE TRUST FOR THE

EIN: 376598501 Employment

DES MOINES, IA

Total Revenue
$37,024,647
Total Expenses
$36,716,638
Total Assets
$914,688
Net Assets
$914,688
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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
2016
Legal Domicile
VA
Principal Officer
PRINCIPAL BANK - PCS TAX
Phone
6025620883
Tax Period
2023-01-01 to 2023-12-31

HEALTH AND WELFARE TRUST FOR THE, founded in 2016, is a mid-sized nonprofit in the Employment sector that reported $37.0M in total revenue in fiscal year 2023. Revenue grew 8% year-over-year, indicating healthy expansion.

Mission

The Trust is for the payment of benefits of eligible employees (and their dependents, if applicable) of Constellis, LLC and its affiliated employers that are members of a controlled group of corporations, within the meaning of Internal Revenue Code Section 414(b) and that have adopted the Plans.

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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 $36,993,545
Investment Income $31,102
Other Revenue $0
TOTAL REVENUE $37,024,647

Expense Breakdown

Grants Paid $0
Salaries & Benefits $18,000
Fundraising Expenses $0
Other Expenses $14,961
TOTAL EXPENSES $36,716,638

Year-over-Year Comparison

2023 2022 Change
Revenue $37,024,647 $34,134,969 +0.1%
Expenses $36,716,638 $34,133,970 +0.1%
Net Income $308,009 $999 +307.3%
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
1
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
PRINCIPAL BANK - PCS TAX TRUSTEE 1.0
$18,000 $0 $18,000
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 $37,024,647 $36,716,638 $914,688 $308,009
2022 $34,134,969 $34,133,970 $606,678 $999
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