WALMART INC ASSOCIATES' HEALTH & W… - Form 990 Financial Data

🔒

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

1983

Legal Domicile

Principal Officer

KIM LUPO

Phone

8004211362

Tax Period

2023-01-01 to 2023-12-31

WALMART INC ASSOCIATES' HEALTH & WELFARE TRUST, founded in 1983, is a large national nonprofit that reported $3.5B in total revenue in fiscal year 2023. Revenue grew 9% year-over-year, indicating healthy expansion.

Mission

TO RECEIVE CONTRIBUTIONS FROM WALMART INC. AND ITS ASSOCIATES (CURRENT AND FORMER EMPLOYEES) IN ORDER TO FUND AND ADMINISTER THE WALMART ASSOCIATES' HEALTH AND WELFARE PLAN.

Program Service Accomplishments

Program 1

Expenses: $3,522,678,833 Revenue: $3,525,033,708

PROVIDES HEALTH AND WELFARE BENEFITS TO ENROLLED ASSOCIATES AND DEPENDENTS INCLUDING MEDICAL, DENTAL, LIFE INSURANCE, AD&D INSURANCE, AND OTHER BENEFITS FOR OVER 1,300,000 ASSOCIATES DURING THE 2023...

🔒

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 (2023)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $3,525,033,708

Investment Income $930,628

Other Revenue $0

TOTAL REVENUE $3,525,964,336

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $3,522,678,833

Other Expenses $225,137,871

TOTAL EXPENSES $3,522,678,833

Year-over-Year Comparison

	2023	2022	Change
Revenue	$3,525,964,336	$3,242,798,666	+0.1%
Expenses	$3,522,678,833	$3,242,519,445	+0.1%
Net Income	$3,285,503	$279,221	+10.8%

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

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
N/A	BANK TRUSTEE	40.00		$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
2024	No data	No data	No data	No data
2023	$3,525,964,336	$3,522,678,833	$890,109,833	$3,285,503
2022	$3,242,798,666	$3,242,519,445	$859,173,274	$279,221
2021	$3,518,068,224	$3,516,402,176	$855,770,583	$1,666,048
2020	$3,098,619,372	$3,108,245,460	$818,249,805	$-9,626,088
2019	$3,196,263,058	$3,196,388,081	$714,582,736	$-125,023

WALMART INC ASSOCIATES' HEALTH & WELFARE TRUST