CARL ZEISS INC VEBA TRUST

EIN: 137072894

PITTSBURGH, PA

Total Revenue
$911
Total Expenses
$264
Total Assets
$56,501
Net Assets
$56,501
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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
1995
Legal Domicile
NY
Phone
4122367175
Tax Period
2017-10-01 to 2018-09-30

CARL ZEISS INC VEBA TRUST, founded in 1995, is a micro nonprofit that reported $911 in total revenue in fiscal year 2017. Revenue fell 100% from the prior year — a significant decline worth monitoring. The organization ran a surplus of $647, a strong 71% operating margin.

Mission

PROVIDE BENEFITS TO ELIGIBLE MEMBERS.

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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 (2017)

Revenue Breakdown

Contributions & Grants $0
Program Service Revenue $0
Investment Income $911
Other Revenue $0
TOTAL REVENUE $911

Expense Breakdown

Grants Paid $0
Salaries & Benefits $264
Fundraising Expenses $0
Other Expenses $0
TOTAL EXPENSES $264

Year-over-Year Comparison

2017 2016 Change
Revenue $911 $11,538,309 -1.0%
Expenses $264 $11,799,811 -1.0%
Net Income $647 $-261,502 -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

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Governance

Voting Members
1
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
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 (SEE SCHEDULE O) 0.0
$264 $0 $264
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
2018 $911 $264 $56,501 $647
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