DUDEK HEALTH & WELFARE TRUST

EIN: 856679037 Mutual Benefit

ENCINITAS, CA

Total Revenue
$7,742,347
Total Expenses
$7,733,807
Total Assets
$288,943
Net Assets
$-385,962
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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
2020
Legal Domicile
CA
Principal Officer
HELDER GUIMARAES
Phone
7609425147
Tax Period
2023-01-01 to 2023-12-31

DUDEK HEALTH & WELFARE TRUST, founded in 2020, is a community nonprofit in the Mutual Benefit sector that reported $7.7M in total revenue in fiscal year 2023. Revenue surged 21% from the prior year, signaling strong growth momentum.

Mission

THE TRUST EXISTS FOR THE PURPOSE OF RECEIVING CONTRIBUTIONS FROM THE SPONSORING ORGANIZATION, DUDEK INC., FOR THE BENEFIT OF THE GROUP'S PARTICIPATING EMPLOYEE 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%)

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Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $0
Program Service Revenue $7,742,347
Investment Income $0
Other Revenue $0
TOTAL REVENUE $7,742,347

Expense Breakdown

Grants Paid $0
Salaries & Benefits $0
Fundraising Expenses $0
Other Expenses $603,818
TOTAL EXPENSES $7,733,807

Year-over-Year Comparison

2023 2022 Change
Revenue $7,742,347 $6,401,402 +0.2%
Expenses $7,733,807 $6,542,265 +0.2%
Net Income $8,540 $-140,863 -1.1%
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
2
Independent Members
2
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
2
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
AMY PAUL TRUSTEE 1.00
Director
$0 $0 $0
DANIELLE VOSS TRUSTEE 1.00
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
2024 No data No data No data No data
2023 $7,742,347 $7,733,807 $288,943 $8,540
2022 $6,401,402 $6,542,265 $314,318 $-140,863
2021 $5,308,569 $5,524,639 $320,948 $-216,070
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