BADGER STATE HEALTH & WELFARE FUND

EIN: 391275574

NEENAH, WI

Total Revenue
$260,594
Total Expenses
$252,481
Total Assets
$2,905,967
Net Assets
$2,898,983
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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
1988
Legal Domicile
WI
Principal Officer
JAMES BEMOWSKI
Phone
9207223365
Tax Period
2024-02-01 to 2025-01-31

BADGER STATE HEALTH & WELFARE FUND, founded in 1988, is a small nonprofit that reported $261K in total revenue in fiscal year 2024. Revenue fell 25% from the prior year — a significant decline worth monitoring. Expenses of $252K left a modest 3% surplus.

Mission

TO ADMINISTER HEALTH INSURANCE FUND FOR VARIOUS UNION ORGANIZATIONS.

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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 (2024)

Revenue Breakdown

Contributions & Grants $0
Program Service Revenue $201,807
Investment Income $58,787
Other Revenue $0
TOTAL REVENUE $260,594

Expense Breakdown

Grants Paid $0
Salaries & Benefits $0
Fundraising Expenses $0
Other Expenses $252,481
TOTAL EXPENSES $252,481

Year-over-Year Comparison

2024 2023 Change
Revenue $260,594 $347,838 -0.3%
Expenses $252,481 $253,064 0.0%
Net Income $8,113 $94,774 -0.9%
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
4
Independent Members
4
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
4
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
JAMES BEMOWSKI ADMINISTRATOR 10.00
Director
$0 $0 $0
RICHARD GRISSOM TRUSTEE 10.00
Director
$0 $0 $0
PATRICK DIER TRUSTEE 10.00
Director
$0 $0 $0
AMY SHEPARD TRUSTEE 10.00
Director
$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 $260,594 $252,481 $2,905,967 $8,113
2024 $347,838 $253,064 $2,667,660 $94,774
2023 $385,296 $294,844 $2,401,241 $90,452
2022 $360,955 $321,600 $2,485,297 $39,355
2021 $384,759 $315,926 $2,213,644 $68,833
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