STEWART WELFARE BENEFIT TRUST

EIN: 741950236

HOUSTON, TX

Total Revenue
$54,555,317
Total Expenses
$62,461,273
Total Assets
N/A
Net Assets
N/A
🔒

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
1977
Legal Domicile
DE
Principal Officer
DAVID STUTTS
Phone
7136258100
Tax Period
2018-01-01 to 2018-12-31

STEWART WELFARE BENEFIT TRUST, founded in 1977, is a mid-sized nonprofit that reported $54.6M in total revenue in fiscal year 2018. Revenue decreased 14% compared to the prior year. Expenses of $62.5M exceeded revenue, resulting in a 14% operating deficit.

Mission

THE STEWART WELFARE BENEFIT TRUST WAS ORGANIZED TO PROVIDE AND MAINTAIN LIFE, ACCIDENTAL DEATH AND DISMEMBERMENT, PRESCRIPTION DRUG, DENTAL, VISION, AND HEALTH INSURANCE COVERAGE FOR PLAN 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%)

Sign In — Free (10 views/day)

Financial Overview (2018)

Revenue Breakdown

Contributions & Grants $0
Program Service Revenue $54,541,611
Investment Income $13,706
Other Revenue $0
TOTAL REVENUE $54,555,317

Expense Breakdown

Grants Paid $0
Salaries & Benefits $0
Fundraising Expenses $0
Program Expenses $60,136,264
Other Expenses $2,325,009
TOTAL EXPENSES $62,461,273

Year-over-Year Comparison

2018 2017 Change
Revenue $54,555,317 $63,652,054 -0.1%
Expenses $62,461,273 $61,316,384 +0.0%
Net Income $-7,905,956 $2,335,670 -4.4%
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
3
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
0
$0
Total Directors
3
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
DENISE CARRAUX TRUSTEE 2.00
Director
$0 $0 $0
DAVID STUTTS TRUSTEE 5.00
Director
$0 $0 $0
ANN MANAL TRUSTEE 2.00
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
2018 $54,555,317 $62,461,273 No data $-7,905,956
Explore More Nonprofits
→Top 100 Nonprofits in Texas →Largest U.S. Nonprofits →Best Rated Nonprofits →Most Efficient Nonprofits

Compare STEWART WELFARE BENEFIT TRUST with other nonprofits in Texas 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.