JEOL USA INC VOLUNTARY EMPLOYEES B… - Form 990 Financial Data

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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

1983

Legal Domicile

Principal Officer

CAMELLIA MALDONADO

Phone

9785355900

Tax Period

2024-04-01 to 2025-03-31

JEOL USA INC VOLUNTARY EMPLOYEES BENEFIT PLAN TRUST, founded in 1983, is a community nonprofit that reported $7.2M in total revenue in fiscal year 2024. Revenue surged 53% from the prior year, signaling strong growth momentum.

Mission

PROVIDES FOR MEDICAL AND DENTAL BENEFITS TO PARTICIPANTS OF JEOL USA, INC VOLUNTARY EMPLOYEE BENEFIT ASSOCIATION.

Program Service Accomplishments

Program 1

PROVIDES FOR MEDICAL AND DENTAL BENEFITS FOR PARTICIPANTS OF THE JEOL USA, INC VEBA

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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 (2024)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $7,226,678

Investment Income $13,943

Other Revenue $0

TOTAL REVENUE $7,240,621

Expense Breakdown

Grants Paid $0

Salaries & Benefits $4,000

Fundraising Expenses $0

Other Expenses $370,603

TOTAL EXPENSES $7,579,587

Year-over-Year Comparison

	2024	2023	Change
Revenue	$7,240,621	$4,723,800	+0.5%
Expenses	$7,579,587	$6,346,049	+0.2%
Net Income	$-338,966	$-1,622,249	-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

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

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
N/A	TRUSTEE	1.00		$4,000	$0	$4,000

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
2025	$7,240,621	$7,579,587	$134,499	$-338,966
2024	$4,723,800	$6,346,049	$473,465	$-1,622,249
2023	$5,968,875	$5,821,240	$2,095,714	$147,635
2022	$4,838,408	$5,919,342	$1,948,079	$-1,080,934
2021	$5,865,679	$5,412,298	$3,029,013	$453,381
2020	$5,759,755	$6,046,593	$2,575,632	$-286,838
2019	$6,574,121	$5,738,331	$2,862,470	$835,790
2018	$6,155,125	$5,784,191	$2,026,680	$370,934

JEOL USA INC VOLUNTARY EMPLOYEES BENEFIT PLAN TRUST