AMERICAN GAS ASSOCIATION WELFARE BENEFIT TRUST

EIN: 900001656 Mutual Benefit

WASHINGTON, DC

Total Revenue
$552,641
Total Expenses
$427,889
Total Assets
$10,125,180
Net Assets
$10,125,180
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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
2002
Legal Domicile
DC
Principal Officer
MEGAN DUNN
Phone
2028247010
Tax Period
2023-01-01 to 2023-12-31

AMERICAN GAS ASSOCIATION WELFARE BENEFIT TRUST, founded in 2002, is a small nonprofit in the Mutual Benefit sector that reported $553K in total revenue in fiscal year 2023. Revenue surged 153% from the prior year, signaling strong growth momentum. The organization ran a surplus of $125K, a strong 23% operating margin.

Mission

PAYMENT OF PREMIUMS TO INSURANCE CARRIERS FOR RETIREE HEALTH AND LIFE INSURANCE BENEFITS.

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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 $33,945
Investment Income $518,696
Other Revenue $0
TOTAL REVENUE $552,641

Expense Breakdown

Grants Paid $0
Salaries & Benefits $0
Fundraising Expenses $0
Other Expenses $15,702
TOTAL EXPENSES $427,889

Year-over-Year Comparison

2023 2022 Change
Revenue $552,641 $218,397 +1.5%
Expenses $427,889 $470,054 -0.1%
Net Income $124,752 $-251,657 -1.5%
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
N/A TRUSTEE 1.00
$15,702 $0 $15,702
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 $552,641 $427,889 $10,125,180 $124,752
2022 $218,397 $470,054 $9,332,588 $-251,657
2021 $382,827 $429,678 $11,696,131 $-46,851
2020 $297,012 $479,459 $10,466,158 $-182,447
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