VOLLRATH COMPANY EMPLOYEE HEALTH & WELFARE BENEFIT TRUST

EIN: 395017019

SHEBOYGAN, WI

Total Revenue
$21,205,362
Total Expenses
$21,169,762
Total Assets
$1,414,515
Net Assets
$1,414,515
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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
1967
Legal Domicile
WI
Phone
9204574851
Tax Period
2024-01-01 to 2024-12-31

VOLLRATH COMPANY EMPLOYEE HEALTH & WELFARE BENEFIT TRUST, founded in 1967, is a mid-sized nonprofit that reported $21.2M in total revenue in fiscal year 2024. Revenue grew 11% year-over-year, indicating healthy expansion.

Mission

PROVIDE MEDICAL, DENTAL, AND VISION BENEFITS TO EMPLOYEES AND RETIREES OF THE VOLLRATH COMPANY, LLC AND THEIR FAMILIES.

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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 $21,138,050
Investment Income $67,312
Other Revenue $0
TOTAL REVENUE $21,205,362

Expense Breakdown

Grants Paid $0
Salaries & Benefits $0
Fundraising Expenses $0
Program Expenses $0
Other Expenses $625,069
TOTAL EXPENSES $21,169,762

Year-over-Year Comparison

2024 2023 Change
Revenue $21,205,362 $19,078,796 +0.1%
Expenses $21,169,762 $19,192,937 +0.1%
Net Income $35,600 $-114,141 -1.3%
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
N/A
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
9
$0
Total Directors
2
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
DANIELLE KOHLER CHAIRMAN 0
Director
$0 $0 $0
ERIK LAMPE PRESIDENT & CHIEF EXECUTIVE OFFICER 0
Director
$0 $0 $0
CHRISTINA WEGNER VICE PRESIDENT MARKETING 0
Officer
$0 $0 $0
NANCY WAGNER VICE PRESIDENT CUSTOMER EXPERIENCE 0
Officer
$0 $0 $0
JEFF MADSON VICE PRESIDENT HUMAN RESOURCES 0
Officer
$0 $0 $0
PETER ROEVER VICE PRESIDENT VOLLRATH PRODUCT ENGINEERING & QUALITY 0
Officer
$0 $0 $0
BRIAN HEDLUND VICE PRESIDENT FOODSERVICE SERV SYS & COMP. STOELTING 0
Officer
$0 $0 $0
PAUL EGBERT VICE PRESIDENT FOODSERVICE SMALLWARES & COUNTERTOP EQUIP 0
Officer
$0 $0 $0
BRENT HOAG VICE PRESIDENT INFORMATION SERVICES 0
Officer
$0 $0 $0
BRAD NYE SR VICE PRESIDENT OPERATIONS 0
Officer
$0 $0 $0
TINA KREIDLER VP FINANCE, CHIEF FINANCIAL OFFICER 0
Officer
$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 No data No data No data No data
2024 $21,205,362 $21,169,762 $1,414,515 $35,600
2023 $19,078,796 $19,192,937 $1,378,915 $-114,141
2022 $18,329,364 $17,930,324 $1,493,056 $399,040
2021 $17,344,082 $17,415,352 $1,094,016 $-71,270
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