ALTRIA CLIENT SERVICES MEDICAL DENTAL & RETIREE LIFE VEBA TRUST C/O JPMC BANK

EIN: 133440927

PLANO, TX

Total Revenue
$110,296,405
Total Expenses
$111,537,698
Total Assets
N/A
Net Assets
N/A
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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
1985
Legal Domicile
NY
Principal Officer
GREG CANECO
Tax Period
2019-01-01 to 2019-12-31

ALTRIA CLIENT SERVICES MEDICAL DENTAL & RETIREE LIFE VEBA TRUST C/O JPMC BANK, founded in 1985, is a major nonprofit that reported $110.3M in total revenue in fiscal year 2019. Revenue decreased 17% compared to the prior year.

Mission

SEE PART III LINE 1

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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%)

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Financial Overview (2019)

Revenue Breakdown

Contributions & Grants $0
Program Service Revenue $109,878,224
Investment Income $418,181
Other Revenue $0
TOTAL REVENUE $110,296,405

Expense Breakdown

Grants Paid $0
Salaries & Benefits $6,738
Fundraising Expenses $0
Program Expenses $106,723,623
Other Expenses $4,807,338
TOTAL EXPENSES $111,537,698

Year-over-Year Comparison

2019 2018 Change
Revenue $110,296,405 $133,388,899 -0.2%
Expenses $111,537,698 $134,643,937 -0.2%
Net Income $-1,241,293 $-1,255,038 0.0%
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

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Governance

Voting Members
1
Independent Members
1
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
0
$0
Total Directors
0
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
N/A TRUSTEE 40.00
$6,738 $0 $6,738
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
2019 $110,296,405 $111,537,698 No data $-1,241,293
2018 $133,388,899 $134,643,937 $1,241,293 $-1,255,038
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