WEHAH FARM INC TAX EXEMPT TRUST FOR WELFARE BENEFITS (EIN 680360368) - Form 990 Financial Analysis & Trantor Score

🔒

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

Financial Trends

Organization Details

Formation Year

1995

Legal Domicile

Principal Officer

CRAIG STEVENSON

Phone

5305383500

Tax Period

2021-01-01 to 2021-12-31

WEHAH FARM INC TAX EXEMPT TRUST FOR WELFARE BENEFITS, founded in 1995, is a community nonprofit that reported $2.0M in total revenue in fiscal year 2021. Revenue fell 49% from the prior year — a significant decline worth monitoring.

Mission

TO PROVIDE MEDICAL AND LIFE BENEFITS TO PARTICIPANTS

🔒

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%)

Financial Overview (2021)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $1,993,831

Investment Income $0

Other Revenue $0

TOTAL REVENUE $1,993,831

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $2,092,388

Other Expenses $0

TOTAL EXPENSES $2,092,388

Year-over-Year Comparison

	2021	2020	Change
Revenue	$1,993,831	$3,925,581	-0.5%
Expenses	$2,092,388	$3,914,250	-0.5%
Net Income	$-98,557	$11,331	-9.7%

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

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

$1,129,652

Total Directors

$1,741,165

Key Employees

$1,053,119

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
TIMOTHY SCHULTZ	VP OF RESEARCH AND DEVELOP	1.00	Director	$0	$0	$345,922
ROBERT SIMPSON JR	TRUSTEE	1.00	Director	$0	$0	$61,960
KATRINA HEINZE	TRUSTEE	1.00	Director	$0	$0	$79,002
JENNIFER PARRISH	TRUSTEE	1.00	Director	$0	$0	$70,105
KENT LUNDBERG	TRUSTEE/VICE CHAIR	1.00	Officer Director	$0	$0	$80,642
ALYSICIA LUNDBERG	TRUSTEE/SECRETARY	1.00	Officer Director	$0	$0	$62,735
GRANT LUNDBERG	TRUSTEE/CEO	1.00	Officer Director	$0	$0	$442,361
JEFFREY TRAILER	TRUSTEE/TREASURER	1.00	Officer Director	$0	$0	$73,785
BRYCE LUNDBERG	TRUSTEE/VP OF AGRICULTURE	1.00	Officer Director	$0	$0	$302,831
MARK LUNDBERG	TRUSTEE	1.00	Officer Director	$0	$0	$67,590
JULIANNE STAFFORD	TRUSTEE/CHAIR	1.00	Officer Director	$0	$0	$99,708
JESSICA LUNDBERG	TRUSTEE	1.00	Director	$0	$0	$54,524
RENEE THRESHER	HCE	1.00	Key Emp	$0	$0	$282,712
MIKE DENNY	HCE	1.00	Key Emp	$0	$0	$289,498
SUSAN SHIELDS	HCE	1.00	Key Emp	$0	$0	$247,531
LANCE LUEGERS	KEY EMPLOYEE	1.00	Key Emp	$0	$0	$233,378
JOEL YOUNGER	HCE	1.00	Highest	$0	$0	$167,230
JOHN HARKAVY	HCE	1.00	Highest	$0	$0	$165,189
LAURA YOUNGBLOOD	HCE	1.00	Highest	$0	$0	$160,837
LESLIE MYRICK	HCE	1.00	Highest	$0	$0	$159,201
DHARIMDER CHIMA	HCE	1.00	Highest	$0	$0	$157,201

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
2021	$1,993,831	$2,092,388	No data	$-98,557
2020	$3,925,581	$3,914,250	$98,557	$11,331
2019	$3,265,077	$3,277,620	$87,226	$-12,543
2018	$4,036,586	$4,020,744	$99,769	$15,842

WEHAH FARM INC TAX EXEMPT TRUST FOR WELFARE BENEFITS