Raytheon Welfare Benefits Trust (EIN 752547072) - Form 990 Financial Analysis & Trantor Score

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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

1997

Legal Domicile

Principal Officer

BNY MELLON

Phone

6173822830

Tax Period

2023-01-01 to 2023-12-31

Raytheon Welfare Benefits Trust, founded in 1997, is a mid-sized nonprofit in the Mutual Benefit sector that reported $62.9M in total revenue in fiscal year 2023. Revenue grew 10% year-over-year, indicating healthy expansion.

Mission

To provide exclusive benefits to Eligible employees of the employer, their eligible dependents and designated beneficiaries.

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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 $62,838,516

Investment Income $102,426

Other Revenue $0

TOTAL REVENUE $62,940,942

Expense Breakdown

Grants Paid $0

Salaries & Benefits $11,355

Fundraising Expenses $0

Program Expenses $0

Other Expenses $10,777

TOTAL EXPENSES $62,077,129

Year-over-Year Comparison

	2023	2022	Change
Revenue	$62,940,942	$57,208,140	+0.1%
Expenses	$62,077,129	$60,158,864	+0.0%
Net Income	$863,813	$-2,950,724	-1.3%

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

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

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
THE BANK OF NEW YORK MELLON	TRUSTEE (SEE SCHEDULE O)	0.0		$11,355	$0	$11,355

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	$62,940,942	$62,077,129	$3,970,337	$863,813
2022	$57,208,140	$60,158,864	$3,106,524	$-2,950,724
2021	$52,050,267	$59,919,401	$6,057,098	$-7,869,134
2020	$59,278,649	$53,190,808	$13,926,267	$6,087,841
2019	$48,837,572	$53,174,786	$7,835,939	$-4,337,214
2018	$32,546,120	$50,332,041	$12,173,355	$-17,785,921

Raytheon Welfare Benefits Trust