UAW RETIREES OF DAIMLER TRUCKS NORTH AMERICA WELFARE BENEFIT TRUST

EIN: 476377585 Mutual Benefit

WASHINGTON, DC

Total Revenue
$41,916,958
Total Expenses
$26,134,142
Total Assets
$752,749,794
Net Assets
$752,281,603
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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
2014
Legal Domicile
MI
Principal Officer
SUZANNE DANIELS
Phone
2028570620
Tax Period
2023-01-01 to 2023-12-31

UAW RETIREES OF DAIMLER TRUCKS NORTH AMERICA WELFARE BENEFIT TRUST, founded in 2014, is a mid-sized nonprofit in the Mutual Benefit sector that reported $41.9M in total revenue in fiscal year 2023. Revenue fell 36% from the prior year — a significant decline worth monitoring. The organization ran a surplus of $15.8M, a strong 38% operating margin.

Mission

THE TRUST WAS ESTABLISHED AND IS CONTINUED FOR THE PURPOSE OF PROVIDING HEALTH AND WELFARE BENEFITS TO ELIGIBLE PARTICIPANTS AND THEIR DEPENDENTS.

Program Service Accomplishments

Program 1

PROVIDE HEALTH AND WELFARE BENEFITS TO ELIGIBLE PARTICIPANTS AND THEIR DEPENDENTS

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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 (2023)

Revenue Breakdown

Contributions & Grants $0
Program Service Revenue $19,132,967
Investment Income $22,783,991
Other Revenue $0
TOTAL REVENUE $41,916,958

Expense Breakdown

Grants Paid $0
Salaries & Benefits $104,271
Fundraising Expenses $0
Other Expenses $3,323,696
TOTAL EXPENSES $26,134,142

Year-over-Year Comparison

2023 2022 Change
Revenue $41,916,958 $65,387,184 -0.4%
Expenses $26,134,142 $22,967,684 +0.1%
Net Income $15,782,816 $42,419,500 -0.6%
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
7
Independent Members
7
Employees
N/A
Volunteers
2

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
8
$354,549
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
SUZANNE DANIELS CHAIRPERSON 2.00
Director
$21,531 $0 $89,324
GARY PETRONI COMMITTEE MEMBER 0.50
Director
$17,470 $0 $88,219
JACK MARTIN COMMITTEE MEMBER 0.50
Director
$17,470 $0 $81,207
FRANCINE PARKER COMMITTEE MEMBER 0.50
Director
$15,723 $0 $80,076
ALLEN PENLEY COMMITTEE MEMBER 0.50
Director
$15,723 $0 $15,723
TIM BRESSLER COMMITTEE MEMBER 0.50
Director
$0 $0 $0
ROBERT RIGGINS COMMITTEE MEMBER 0.50
Director
$0 $0 $0
JOHN EBLIN COMMITTEE MEMBER 0.50
Director
$0 $0 $0
N/A INSTITUTIONAL TRUSTEE 0.50
$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 $41,916,958 $26,134,142 $752,749,794 $15,782,816
2022 $65,387,184 $22,967,684 $716,301,763 $42,419,500
2021 $57,462,748 $24,327,521 $750,006,027 $33,135,227
2020 $27,859,538 $17,874,480 $673,498,350 $9,985,058
2019 $39,022,228 $18,134,576 $627,840,427 $20,887,652
2018 $41,603,789 $17,010,435 $551,278,087 $24,593,354
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