JJ KELLER & ASSOCIATES INC HEALTH AND WELFARE BENEFIT TRUST

EIN: 391506367

NEENAH, WI

Total Revenue
$19,716,978
Total Expenses
$21,485,231
Total Assets
$2,046,465
Net Assets
$2,046,465
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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
1984
Legal Domicile
WI
Principal Officer
Dana Gilman
Phone
2909677115
Tax Period
2025-01-01 to 2025-12-31

JJ KELLER & ASSOCIATES INC HEALTH AND WELFARE BENEFIT TRUST, founded in 1984, is a mid-sized nonprofit that reported $19.7M in total revenue in fiscal year 2025. Revenue decreased 6% compared to the prior year.

Mission

Provide Healthcare benefits to JJKA employees

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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 (2025)

Revenue Breakdown

Contributions & Grants $19,628,547
Program Service Revenue $0
Investment Income $88,431
Other Revenue $0
TOTAL REVENUE $19,716,978

Expense Breakdown

Grants Paid $0
Salaries & Benefits $0
Fundraising Expenses $0
Program Expenses $0
Other Expenses $2,671,002
TOTAL EXPENSES $21,485,231

Year-over-Year Comparison

2025 2024 Change
Revenue $19,716,978 $21,002,370 -0.1%
Expenses $21,485,231 $20,360,983 +0.1%
Net Income $-1,768,253 $641,387 -3.8%
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
3
Independent Members
3
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
N/A Trustee 1.00
$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 $19,716,978 $21,485,231 $2,046,465 $-1,768,253
2024 $21,002,370 $20,360,983 $2,775,473 $641,387
2023 $21,969,400 $21,832,483 $2,134,086 $136,917
2022 $20,347,087 $20,654,384 $1,688,862 $-307,297
2021 $17,196,991 $18,439,029 $2,038,309 $-1,242,038
2020 $16,956,322 $15,960,028 $3,205,000 $996,294
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