WELFARE BENEFITS TR FOR SALARY & HOURLY RETIREES OF SWEDISH MATCH

EIN: 826774663 Mutual Benefit

RICHMOND, VA

Total Revenue
$-3,664
Total Expenses
$316,235
Total Assets
N/A
Net Assets
N/A
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Tuckman-Chang Vulnerability Assessment

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Financial Trends

Organization Details

Formation Year
2017
Legal Domicile
VA
Principal Officer
JOY EVERLY
Phone
8047875122
Tax Period
2022-01-01 to 2022-12-31

WELFARE BENEFITS TR FOR SALARY & HOURLY RETIREES OF SWEDISH MATCH, founded in 2017, is a small nonprofit in the Mutual Benefit sector that reported $327K in total revenue in fiscal year 2020. Revenue fell 43% from the prior year — a significant decline worth monitoring. Expenses of $2.3M exceeded revenue, resulting in a 593% operating deficit.

Mission

THE PRIMARY EXEMPT PURPOSE OF THE TRUST IS TO PROVIDE MEDICAL AND/OR OTHER BENEFITS FOR CERTAIN GROUPS OF SWEDISH MATCH RETIREES AND THEIR ELIGIBLE DEPENDENTS.

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Trantor Score

Financial Health & Payment Capacity Assessment (FICO Scale: 300–850)

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

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Financial Overview (2022)

Revenue Breakdown

Contributions & Grants $0
Program Service Revenue $0
Investment Income $-3,664
Other Revenue $0
TOTAL REVENUE $-3,664

Expense Breakdown

Grants Paid $0
Salaries & Benefits $0
Fundraising Expenses $0
Other Expenses $5,100
TOTAL EXPENSES $316,235

Year-over-Year Comparison

2022 2021 Change
Revenue $-3,664 $192,497 -1.0%
Expenses $316,235 $2,321,158 -0.9%
Net Income $-319,899 $-2,128,661 -0.8%
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

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Liquidity & Cash Position

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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
N/A TRUSTEE 0.00
$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
2022 $-3,664 $316,235 No data $-319,899
2021 $192,497 $2,321,158 $341,496 $-2,128,661
2020 $327,396 $2,268,910 $2,709,004 $-1,941,514
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