AT&T UNION WELFARE BENEFIT TRUST

EIN: 742697492

DALLAS, TX

Total Revenue
$8,201,598
Total Expenses
$409,254
Total Assets
$14,906,726
Net Assets
$14,906,648
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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
1993
Legal Domicile
TX
Principal Officer
INGRID BERNER
Phone
2144868949
Tax Period
2023-01-01 to 2023-12-31

AT&T UNION WELFARE BENEFIT TRUST, founded in 1993, is a community nonprofit that reported $8.2M in total revenue in fiscal year 2023. The organization ran a surplus of $7.8M, a strong 95% operating margin.

Mission

TO FUND BENEFIT EXPENSES.

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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%)

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Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $0
Program Service Revenue $0
Investment Income $-8,891,765
Other Revenue $17,093,363
TOTAL REVENUE $8,201,598

Expense Breakdown

Grants Paid $0
Salaries & Benefits $87,373
Fundraising Expenses $0
Program Expenses $0
Other Expenses $321,881
TOTAL EXPENSES $409,254

Year-over-Year Comparison

2023 2022 Change
Revenue $8,201,598 $-4,875,322 -2.7%
Expenses $409,254 $1,021,260 -0.6%
Net Income $7,792,344 $-5,896,582 -2.3%
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

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Governance

Voting Members
1
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
0
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
BNY MELLON TRUSTEE 40.0
$87,373 $0 $87,373
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 $8,201,598 $409,254 $14,906,726 $7,792,344
2022 $-4,875,322 $1,021,260 $18,835,421 $-5,896,582
2021 $31,868,332 $2,686,337 $319,274,080 $29,181,995
2020 $93,597,857 $9,702,379 $924,445,545 $83,895,478
2019 $81,325,378 $3,587,535 $1,545,940,123 $77,737,843
2018 $355,287,640 $5,724,501 $2,140,147,211 $349,563,139
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