LVMH MOET HENNESSY LOUIS VUITTON INC AND AFFILIATES VEBA TRUST (EIN 137039406) - 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

1994

Legal Domicile

Principal Officer

ELODIE MASSE

Phone

2129312700

Tax Period

2023-01-01 to 2023-12-31

LVMH MOET HENNESSY LOUIS VUITTON INC AND AFFILIATES VEBA TRUST, founded in 1994, is a major nonprofit that reported $132.2M in total revenue in fiscal year 2023. Revenue grew 19% year-over-year, indicating healthy expansion. Expenses of $126.6M left a modest 4% surplus.

Mission

THE PRIMARY EXEMPT PURPOSE OF THE VEBA TRUST IS TO PROVIDE HEALTH, DENTAL, OPTICAL, PRESCRIPTION DRUG AND OTHER BENEFITS TO ELIGIBLE EMPLOYEES AND RETIREES OF LVMH MOET HENNESSY LOUIS VUITTON INC, AND AFFILIATES.

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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 $122,475,375

Investment Income $1,098,984

Other Revenue $8,598,011

TOTAL REVENUE $132,172,370

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $9,276,735

TOTAL EXPENSES $126,554,586

Year-over-Year Comparison

	2023	2022	Change
Revenue	$132,172,370	$110,646,727	+0.2%
Expenses	$126,554,586	$111,058,722	+0.1%
Net Income	$5,617,784	$-411,995	-14.6%

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
PASCAL CARPENTIER	TRUSTEE	1.00	Director	$0	$0	$0
ELODIE MASSE	SVP COMPENSATION & BENEFIT	1.00	Director	$0	$0	$0

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	$132,172,370	$126,554,586	$51,736,660	$5,617,784
2022	$110,646,727	$111,058,722	$46,219,372	$-411,995
2021	$92,351,523	$93,918,219	$46,979,019	$-1,566,696
2020	$87,299,111	$82,255,451	$48,111,781	$5,043,660
2019	$87,075,872	$79,034,061	$42,955,777	$8,041,811
2018	$79,547,563	$72,138,577	$34,903,737	$7,408,986

LVMH MOET HENNESSY LOUIS VUITTON INC AND AFFILIATES VEBA TRUST