AUTOTRUCK DEALERS ASSOCIATION EMPL… - 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

1985

Legal Domicile

Principal Officer

MICHAEL DELMORE

Phone

4143599000

Tax Period

2022-04-01 to 2023-03-31

AUTOTRUCK DEALERS ASSOCIATION EMPLOYEE BENEFIT TRUST, founded in 1985, is a small nonprofit that reported $586K in total revenue in fiscal year 2022. Revenue decreased 14% compared to the prior year. Expenses of $715K exceeded revenue, resulting in a 22% operating deficit.

Mission

THE AUTO/TRUCK DEALERS ASSOCIATION EMPLOYEE BENEFIT TRUST IS A DEFINED BENEFIT HEALTH AND WELFARE PLAN WHICH PROVIDES HEALTH, DENTAL, SHORT-TERM DISABILITY, LIFE AND ACCIDENTAL DEATH AND DISMEMBERMENT COVERAGE TO ELIGIBLE EMPLOYEES AND THEIR DEPENDENTS OF PARTICIPATING AUTOMOBILE DEALERSHIPS IN THE MILWAUKEE, WISCONSIN AREA.

Program Service Accomplishments

Program 1

BENEFITS PAID TO OR FOR MEMBERS RE HEALTH, DENTAL, LOSS OF TIME AND LIFE CLAIMS AND INSURANCE PAID FOR MEMBER 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 (2022)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $576,291

Investment Income $9,558

Other Revenue $0

TOTAL REVENUE $585,849

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $118,663

TOTAL EXPENSES $715,159

Year-over-Year Comparison

	2022	2021	Change
Revenue	$585,849	$677,381	-0.1%
Expenses	$715,159	$721,329	0.0%
Net Income	$-129,310	$-43,948	+1.9%

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

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
DAVID DRIETE	TRUSTEE	1.00	Director	$0	$0	$0
MICHAEL DELMORE	TRUSTEE & TRUST ADMINISTRA	1.00	Director	$0	$0	$0
GLENN PENTLER	TRUSTEE	1.00	Officer 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
2023	$585,849	$715,159	$558,202	$-129,310
2022	$677,381	$721,329	$813,036	$-43,948
2021	$725,615	$710,572	$938,118	$15,043
2020	$684,659	$718,983	$700,278	$-34,324
2019	$773,265	$769,809	$744,293	$3,456
2018	$806,866	$820,671	$812,484	$-13,805

AUTOTRUCK DEALERS ASSOCIATION EMPLOYEE BENEFIT TRUST