CAPREIT WELFARE BENEFIT TRUST

EIN: 521927939

ROCKVILLE, MD

Total Revenue
$3,579,106
Total Expenses
$4,383,867
Total Assets
$1,670,016
Net Assets
$1,578,967
🔒

Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Sign In — Free (10 views/day)

Financial Trends

Organization Details

Formation Year
2013
Legal Domicile
MD
Principal Officer
IRA STRASSBERG
Phone
3012318700
Tax Period
2024-02-01 to 2025-01-31

CAPREIT WELFARE BENEFIT TRUST, founded in 2013, is a community nonprofit that reported $3.6M in total revenue in fiscal year 2024. Revenue decreased 16% compared to the prior year. Expenses of $4.4M exceeded revenue, resulting in a 22% operating deficit.

Mission

TO SUPPORT HEALTH AND OTHER BENEFITS TO BE PAID TO THE ELIGIBLE EMPLOYEES OF CAPREIT.

🔒

Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

Sign in to view Trantor Score and financial metrics

Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Sign In — Free (10 views/day)

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $0
Program Service Revenue $3,492,438
Investment Income $86,668
Other Revenue $0
TOTAL REVENUE $3,579,106

Expense Breakdown

Grants Paid $0
Salaries & Benefits $0
Fundraising Expenses $0
Other Expenses $244,819
TOTAL EXPENSES $4,383,867

Year-over-Year Comparison

2024 2023 Change
Revenue $3,579,106 $4,262,981 -0.2%
Expenses $4,383,867 $3,796,823 +0.2%
Net Income $-804,761 $466,158 -2.7%
Key Indicators
✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✗ Schedule B Required
🔒

Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Sign In

Governance

Voting Members
1
Independent Members
1
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
0
$0
Total Directors
0
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
N/A TRUSTEE 1.00
$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 $3,579,106 $4,383,867 $1,670,016 $-804,761
2024 $4,262,981 $3,796,823 $2,417,145 $466,158
2023 $4,360,536 $4,828,468 $2,039,851 $-467,932
2022 $4,732,042 $5,011,518 $2,407,315 $-279,476
2021 $5,318,218 $4,628,456 $2,684,057 $689,762
2020 $5,085,524 $4,717,219 $2,275,097 $368,305
2019 $4,797,474 $4,334,054 $1,618,532 $463,420
2018 $4,092,179 $4,101,815 $1,143,491 $-9,636
Explore More Nonprofits
→Top 100 Nonprofits in Maryland →Largest U.S. Nonprofits →Best Rated Nonprofits →Most Efficient Nonprofits

Compare CAPREIT WELFARE BENEFIT TRUST with other nonprofits in Maryland and across the country.

We Value Your Privacy
We use cookies and similar technologies to analyze site traffic and improve your experience. By clicking "Accept All", you consent to our use of cookies for analytics and measurement.