GREYSTONE POWER CORP VEBA TRUST (EIN 066537839) - 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

2003

Legal Domicile

Principal Officer

GARY A MILLER

Phone

7709426576

Tax Period

2023-09-01 to 2024-08-31

GREYSTONE POWER CORP VEBA TRUST, founded in 2003, is a community nonprofit in the Mutual Benefit sector that reported $5.4M in total revenue in fiscal year 2023. Revenue surged 84% from the prior year, signaling strong growth momentum. The organization ran a surplus of $4.5M, a strong 84% operating margin.

Mission

TO PROVIDE CERTAIN RETIREE HEALTHCARE BENEFITS FOR ELIGIBLE EMPLOYEES OF GREYSTONE POWER CORPORATION.

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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 $466,360

Investment Income $1,978,958

Other Revenue $2,946,199

TOTAL REVENUE $5,391,517

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $848,425

Other Expenses $143,181

TOTAL EXPENSES $848,425

Year-over-Year Comparison

	2023	2022	Change
Revenue	$5,391,517	$2,925,406	+0.8%
Expenses	$848,425	$598,698	+0.4%
Net Income	$4,543,092	$2,326,708	+1.0%

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
REGIONS MORGAN KEEGAN TRUST	TRUSTEE	5.00		$143,181	$0	$143,181

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	No data	No data	No data	No data
2024	$5,391,517	$848,425	$42,082,924	$4,543,092
2023	$2,925,406	$598,698	$37,300,948	$2,326,708
2022	$1,170,844	$5,787,677	$34,968,709	$-4,616,833
2021	$4,326,915	$590,033	$39,575,901	$3,736,882
2019	$1,956,706	$468,701	$32,573,743	$1,488,005

GREYSTONE POWER CORP VEBA TRUST