USW-SHERWIN ALUMINA RETIREE HEALTH CARE TRUST (EIN 466550132) - Form 990 Financial Analysis & Trantor Score

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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

2011

Legal Domicile

Principal Officer

Cary Burnell

Phone

4122012242

Tax Period

2023-01-01 to 2023-12-31

USW-SHERWIN ALUMINA RETIREE HEALTH CARE TRUST, founded in 2011, is a micro nonprofit in the Mutual Benefit sector that reported $79K in total revenue in fiscal year 2023. Revenue fell 83% from the prior year — a significant decline worth monitoring. Expenses of $866K exceeded revenue, resulting in a 992% operating deficit.

Mission

The Trusts sole activity is to provide health benefits to retired hourly employees (including spouses and dependents) of the Sherwin Alumina Company who were eligible for participation.

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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 (2023)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $0

Investment Income $79,336

Other Revenue $0

TOTAL REVENUE $79,336

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $37,792

TOTAL EXPENSES $866,487

Year-over-Year Comparison

	2023	2022	Change
Revenue	$79,336	$476,401	-0.8%
Expenses	$866,487	$61,408	+13.1%
Net Income	$-787,151	$414,993	-2.9%

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

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
CARY BURNELL	COMMITTEE MEMBER	2.00	Director	$0	$0	$0
JAMES BURCH	COMMITTEE MEMBER	2.00	Director	$0	$0	$0
RICHARD ROCK	COMMITTEE MEMBER	2.00	Director	$0	$0	$0
BEN LILIENFELD	COMMITTEE MEMBER	2.00	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
2024	No data	No data	No data	No data
2023	$79,336	$866,487	$1,428,578	$-787,151
2022	$476,401	$61,408	$2,218,453	$414,993
2021	$427	$89,898	$1,803,460	$-89,471
2020	$205,954	$1,009,484	$1,893,149	$-803,530

USW-SHERWIN ALUMINA RETIREE HEALTH CARE TRUST