JOHNSON & JOHNSON VEBA TRUST (EIN 136371976) - 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

1971

Legal Domicile

Principal Officer

MELISSA FORD

Phone

6176222119

Tax Period

2024-01-01 to 2024-12-31

JOHNSON & JOHNSON VEBA TRUST, founded in 1971, is a large national nonprofit that reported $1.1B in total revenue in fiscal year 2024.

Mission

THE VEBA HAS BEEN ESTABLISHED AND MAINTAINED AS A MEANS OF FUNDING AND PAYING BENEFITS AND ADMINISTRATIVE EXPENSES FOR ELIGIBLE EMPLOYEES (AND THEIR ELIGIBLE AND ENROLLED DEPENDENTS) WHO ARE PARTICIPATING IN THE GROUP LIFE AND ACCIDENTAL DEATH & DISMEMBERMENT INSURANCE PLANS MAINTAINED BY JOHNSON & JOHNSON AND ITS AFFILIATED COMPANIES.

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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 $1,086,092,632

Investment Income $2,406,353

Other Revenue $0

TOTAL REVENUE $1,088,498,985

Expense Breakdown

Grants Paid $0

Salaries & Benefits $11,077

Fundraising Expenses $0

Other Expenses $23,115,651

TOTAL EXPENSES $1,100,244,860

Year-over-Year Comparison

	2024	2023	Change
Revenue	$1,088,498,985	$1,055,661,335	+0.0%
Expenses	$1,100,244,860	$1,051,523,611	+0.0%
Net Income	$-11,745,875	$4,137,724	-3.8%

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
N/A	INSTITUTIONAL TRUSTEE	1.00		$11,077	$0	$11,077

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	$1,088,498,985	$1,100,244,860	$63,455,566	$-11,745,875
2023	$1,055,661,335	$1,051,523,611	$74,121,126	$4,137,724
2022	$1,012,290,905	$990,878,026	$78,814,743	$21,412,879
2021	$916,950,992	$967,316,564	$67,542,848	$-50,365,572
2020	$850,518,474	$863,047,771	$114,396,981	$-12,529,297
2019	$837,838,196	$908,132,709	$129,671,480	$-70,294,513
2018	$760,543,242	$851,360,251	$195,610,146	$-90,817,009

JOHNSON & JOHNSON VEBA TRUST