ROCKEFELLER FOUNDATION VOLUNTARY E… - 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

2002

Legal Domicile

Principal Officer

KEITH OLSON

Phone

2128528220

Tax Period

2024-01-01 to 2024-12-31

ROCKEFELLER FOUNDATION VOLUNTARY EMPLOYEE BENEFICIARY ASSOCIATION, founded in 2002, is a micro nonprofit in the Mutual Benefit sector that reported $90K in total revenue in fiscal year 2024. The organization ran a surplus of $79K, a strong 89% operating margin.

Mission

THE ROCKEFELLER FOUNDATION VOLUNTARY EMPLOYEE BENEFICIARY ASSOCIATION IS A IRC SECTION 501(C)(9) VEBA TRUST WHOSE PRIMARY PURPOSE IS TO FUND WELFARE AND MEDICAL BENEFITS, INCLUDING PREMIUMS, UNDER PLANS MAINTAINED BY THE ROCKEFELLER FOUNDATION (THE SPONSORING ORGANIZATION OF VEBA TRUST), FOR ITS EMPLOYEES, RETIREES, AND THEIR ELIGIBLE DEPENDENTS.FORM 990, PART VI, SECTION A, LINE 6:THE SOLE MEMBER OF THE VEBA, BANK OF NEW YORK MELLON, ACTS AS INSTITUTIONAL TRUSTEE.

Program Service Accomplishments

Program 1

TO FUND WELFARE AND MEDICAL BENEFITS, INCLUDING PREMIUMS, UNDER PLANS MAINTAINED BY THE ROCKEFELLER FOUNDATION (THE SPONSORING ORGANIZATION OF VEBA TRUST), FOR ITS EMPLOYEES, RETIREES, AND THEIR...

TO FUND WELFARE AND MEDICAL BENEFITS, INCLUDING PREMIUMS, UNDER PLANS MAINTAINED BY THE ROCKEFELLER FOUNDATION (THE SPONSORING ORGANIZATION OF VEBA TRUST), FOR ITS EMPLOYEES, RETIREES, AND THEIR ELIGIBLE DEPENDENTS.

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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 $0

Investment Income $89,755

Other Revenue $0

TOTAL REVENUE $89,755

Expense Breakdown

Grants Paid $0

Salaries & Benefits $10,292

Fundraising Expenses $0

Other Expenses $0

TOTAL EXPENSES $10,292

Year-over-Year Comparison

	2024	2023	Change
Revenue	$89,755	$83,705	+0.1%
Expenses	$10,292	$8,709	+0.2%
Net Income	$79,463	$74,996	+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
N/A	TRUSTEE	2.00		$10,292	$0	$1,293,864

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	$89,755	$10,292	$1,830,119	$79,463
2023	$83,705	$8,709	$1,750,656	$74,996
2022	$24,072	$8,708	$1,715,660	$15,364
2021	$159	$10,600	$1,700,296	$-10,441
2020	$6,223	$10,600	$1,710,737	$-4,377

ROCKEFELLER FOUNDATION VOLUNTARY EMPLOYEE BENEFICIARY ASSOCIATION