ECW HEALTH BENEFIT TRUST & PLAN

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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

1996

Legal Domicile

Principal Officer

AMY MARTIN

Phone

6083724131

Tax Period

2024-09-01 to 2025-08-31

ECW HEALTH BENEFIT TRUST & PLAN, founded in 1996, is a community nonprofit in the Mutual Benefit sector that reported $5.9M in total revenue in fiscal year 2024.

Mission

TO PROVIDE HEALTH AND WELFARE BENEFITS TO EMPLOYEES OF THE MEMBERS OF THE ELECTRIC COALITION OF WISCONSIN, INC.

Program Service Accomplishments

Program 1

THE ORGANIZATION PROVIDES MEDICAL, SURGICAL, HOSPITAL, DENTAL, AND DISABILITY COVERAGE TO EMPLOYEES OF THE MEMBERS OF THE ELECTRIAL COALITION OF WISCONSIN, INC.

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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 (2024)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $5,541,603

Investment Income $354,383

Other Revenue $0

TOTAL REVENUE $5,895,986

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $1,094,796

TOTAL EXPENSES $6,157,903

Year-over-Year Comparison

	2024	2023	Change
Revenue	$5,895,986	$5,883,534	+0.0%
Expenses	$6,157,903	$5,321,485	+0.2%
Net Income	$-261,917	$562,049	-1.5%

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
RUSS FALKENBERG	DIRECTOR	1.00	Director	$0	$0	$0
BILL GNEISER	DIRECTOR	1.00	Director	$0	$0	$0
STEVE LUCAS	DIRECTOR	1.00	Director	$0	$0	$0
AMY MARTIN	SEC/TREASURE	2.00	Officer Director	$0	$0	$0
LILA SHOWER	DIRECTOR	1.00	Director	$0	$0	$0
TIM STEWART	VICE PRESIDE	2.00	Officer Director	$0	$0	$0
CHRIS TACKMANN	PRESIDENT	2.00	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
2025	$5,895,986	$6,157,903	$8,710,558	$-261,917
2024	$5,883,534	$5,321,485	$8,952,490	$562,049
2023	$5,704,744	$5,450,068	$8,370,521	$254,676
2022	$5,525,100	$4,749,035	$8,115,845	$776,065
2021	$5,904,584	$4,426,966	$7,339,780	$1,477,618
2020	$6,251,565	$4,954,864	$5,996,789	$1,296,701
2019	$6,411,304	$5,609,541	$4,633,778	$801,763
2018	$5,958,547	$5,376,987	$3,784,252	$581,560