GETTYSBURG COLLEGE VEBA TRUST (EIN 043838440) - 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

2005

Legal Domicile

Principal Officer

Jennifer Lucas

Phone

7173376000

Tax Period

2024-01-01 to 2024-12-31

GETTYSBURG COLLEGE VEBA TRUST, founded in 2005, is a community nonprofit in the Mutual Benefit sector that reported $1.5M in total revenue in fiscal year 2024. Revenue surged 271% from the prior year, signaling strong growth momentum. The organization ran a surplus of $1.1M, a strong 70% operating margin.

Mission

THE PLAN SPONSOR HAS ESTABLISHED THE EMPLOYER CONTRIBUTION VEBA TRUST FOR THE PRIMARY EXEMPT PURPOSE OF PROVIDING PERMISSIBLE HEALTH AND WELFARE BENEFITS UNDER CODE SECTION 501(C)(9) PAYABLE FROM THIS VEBA TO ITS ELIGIBLE RETIREES AS DESCRIBED IN THE PLAN DOCUMENT.

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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 $342,217

Investment Income $1,167,595

Other Revenue $0

TOTAL REVENUE $1,509,812

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $40,520

TOTAL EXPENSES $453,738

Year-over-Year Comparison

	2024	2023	Change
Revenue	$1,509,812	$407,404	+2.7%
Expenses	$453,738	$388,356	+0.2%
Net Income	$1,056,074	$19,048	+54.4%

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	1.0		$1,500	$0	$1,500

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	$1,509,812	$453,738	$6,723,308	$1,056,074
2023	$407,404	$388,356	$5,484,475	$19,048
2022	$601,636	$386,365	$4,955,528	$215,271
2021	$812,754	$324,938	$5,772,549	$487,816
2020	$643,666	$292,049	$5,235,942	$351,617
2019	$501,273	$292,579	$4,584,215	$208,694
2018	$575,556	$275,111	$3,862,857	$300,445

GETTYSBURG COLLEGE VEBA TRUST