NECAIBEW Workers Compensation Trust (EIN 680339756) - 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

1994

Legal Domicile

Phone

4805536257

Tax Period

2019-10-01 to 2020-09-30

NECAIBEW Workers Compensation Trust, founded in 1994, is a small nonprofit that reported $390K in total revenue in fiscal year 2019. Expenses of $363K left a modest 7% surplus.

Mission

The Organization's mission is to administer an alternative dispute resolution (ADR) program for workers' compensation claims submitted by individual members covered by a collective bargaining agreement with signatory employer members.

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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 (2019)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $302,933

Investment Income $86,569

Other Revenue $0

TOTAL REVENUE $389,502

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $362,985

TOTAL EXPENSES $362,985

Year-over-Year Comparison

	2019	2018	Change
Revenue	$389,502	$402,943	0.0%
Expenses	$362,985	$359,341	+0.0%
Net Income	$26,517	$43,602	-0.4%

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
Robert Meadows	President	1.00	Director	$0	$0	$0
Kevin Coleman	Trustee	1.00	Director	$0	$0	$0
Jeremy Abrams	Trustee	1.00	Director	$0	$0	$0
Jim Weishaar	Trustee	1.00	Director	$0	$0	$0
Gene Gini	Trustee	1.00	Director	$0	$0	$0
Jim Rush	Trustee	1.00	Director	$0	$0	$0
David Maruo	ALT	1.00	Director	$0	$0	$0
William Kuhr	ALT	1.00	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
2020	$389,502	$362,985	$3,417,030	$26,517
2019	$402,943	$359,341	$3,275,674	$43,602
2018	$433,745	$397,502	$3,227,318	$36,243

NECAIBEW Workers Compensation Trust