Curtis C Gunn Inc Welfare Benefit … - Form 990 Financial Data

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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

1991

Legal Domicile

Phone

2104725201

Tax Period

2023-01-01 to 2023-12-31

Curtis C Gunn Inc Welfare Benefit Trust, founded in 1991, is a community nonprofit that reported $5.3M in total revenue in fiscal year 2023. Expenses of $4.8M left a modest 9% surplus.

Mission

TO PROVIDE BENEFITS TO EMPLOYEES OF CURTIS C. GUNN, INC. UNDER THE CURTIS C. GUNN, INC. WELFARE BENEFIT PLAN.

Program Service Accomplishments

Program 1

THIS PROGRAM PROVIDED MEDICAL, ACCIDENT, LIFE AND OTHER BENEFITS TO ITS MEMBERS. OUT OF THE TOTAL EXPENSES, $4,369,800 WENT TO BENEFIT 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 (2023)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $5,247,852

Investment Income $4,174

Other Revenue $0

TOTAL REVENUE $5,252,026

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $0

Other Expenses $390,400

TOTAL EXPENSES $4,760,200

Year-over-Year Comparison

	2023	2022	Change
Revenue	$5,252,026	$5,295,433	0.0%
Expenses	$4,760,200	$6,070,895	-0.2%
Net Income	$491,826	$-775,462	-1.6%

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

$16,270,500

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Adrian Guevara	Trustee	3.0	Director	$0	$16,416	$1,836,306
George H Hale	Trustee	3.0	Director	$0	$16,416	$3,751,906
Peter M Wolverton	Trustee	3.0	Director	$0	$14,112	$125,144
Robert T Sabom Jr	Trustee	3.0	Director	$0	$13,908	$1,862,368
Sean F Gunn	Trustee	3.0	Director	$0	$16,416	$8,694,776

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	$5,252,026	$4,760,200	$1,944,149	$491,826
2022	$5,295,433	$6,070,895	$1,454,169	$-775,462
2021	$5,331,423	$5,217,574	$2,229,108	$113,849
2020	$5,779,211	$5,180,405	$2,115,243	$598,806
2019	$6,179,992	$6,578,094	$1,516,559	$-398,102
2018	$6,659,738	$5,916,689	$1,926,353	$743,049

Curtis C Gunn Inc Welfare Benefit Trust