New York University Veba Trust (EIN 016274657) - 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

2008

Legal Domicile

Phone

2129982955

Tax Period

2023-09-01 to 2024-08-31

New York University Veba Trust, founded in 2008, is a mid-sized nonprofit in the Mutual Benefit sector that reported $19.0M in total revenue in fiscal year 2023. Revenue grew 12% year-over-year, indicating healthy expansion. The organization ran a surplus of $18.8M, a strong 99% operating margin.

Mission

FUNDS FOR NEW YORK UNIVERSITY RETIREE HEALTH AND WELFARE PLAN.

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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 $12,163,000

Investment Income $6,824,608

Other Revenue $0

TOTAL REVENUE $18,987,608

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $0

Other Expenses $146,071

TOTAL EXPENSES $146,071

Year-over-Year Comparison

	2023	2022	Change
Revenue	$18,987,608	$16,971,769	+0.1%
Expenses	$146,071	$128,306	+0.1%
Net Income	$18,841,537	$16,843,463	+0.1%

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

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
VANGUARD FIDUCIARY TRUST COMPANY	Trustee	1.0		$0	$146,071	$146,071

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	$18,987,608	$146,071	$264,059,592	$18,841,537
2023	$16,971,769	$128,306	$213,369,647	$16,843,463
2022	$15,765,818	$123,022	$184,463,920	$15,642,796
2021	$15,611,747	$108,105	$203,090,004	$15,503,642
2020	$4,125,293	$86,086	$158,644,196	$4,039,207
2019	$13,899,203	$75,447	$138,537,831	$13,823,756
2018	$13,043,980	$69,707	$124,652,036	$12,974,273

New York University Veba Trust