EMPLOYEE CONTRIBUTION VEBA TR GETTYSBURG (EIN 043838463) - 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

2023-01-01 to 2023-12-31

EMPLOYEE CONTRIBUTION VEBA TR GETTYSBURG, founded in 2005, is a small nonprofit that reported $108K in total revenue in fiscal year 2023. Revenue decreased 13% compared to the prior year. Expenses of $92K left a modest 15% surplus.

Mission

The Plan Sponsor has established the Employee 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 under the Emeriti Retiree Health 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 $91,985

Investment Income $15,739

Other Revenue $0

TOTAL REVENUE $107,724

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $4,975

TOTAL EXPENSES $91,692

Year-over-Year Comparison

	2023	2022	Change
Revenue	$107,724	$124,084	-0.1%
Expenses	$91,692	$61,759	+0.5%
Net Income	$16,032	$62,325	-0.7%

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		$750	$0	$750

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	$107,724	$91,692	$756,606	$16,032
2022	$124,084	$61,759	$667,971	$62,325
2021	$147,883	$58,969	$742,199	$88,914
2020	$142,175	$68,680	$648,945	$73,495
2019	$82,794	$69,766	$538,490	$13,028
2018	$117,994	$63,123	$465,728	$54,871

EMPLOYEE CONTRIBUTION VEBA TR GETTYSBURG