NYSUT RETIREE VEBA HEALTH FUND (EIN 146204878) - 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

2000

Legal Domicile

Principal Officer

J PHILIPPE ABRAHAM

Phone

5182136000

Tax Period

2024-09-01 to 2025-08-31

NYSUT RETIREE VEBA HEALTH FUND, founded in 2000, is a mid-sized nonprofit in the Mutual Benefit sector that reported $14.4M in total revenue in fiscal year 2024. Revenue surged 23% from the prior year, signaling strong growth momentum. Expenses of $12.3M left a modest 14% surplus.

Mission

EMPLOYEE BENEFIT FUND

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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 $11,585,035

Investment Income $2,805,606

Other Revenue $0

TOTAL REVENUE $14,390,641

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $223,661

TOTAL EXPENSES $12,308,674

Year-over-Year Comparison

	2024	2023	Change
Revenue	$14,390,641	$11,731,167	+0.2%
Expenses	$12,308,674	$10,465,330	+0.2%
Net Income	$2,081,967	$1,265,837	+0.6%

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

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

$636,411

Total Directors

$1,937,842

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
J PHILIPPE ABRAHAM	TRUSTEE	1.00	Director	$0	$99,570	$265,154
JEFFREY J LOCKWOOD	TRUSTEE/CHAIRPERSON	1.00	Officer Director	$0	$122,950	$345,374
PRANVERA SYLA	TRUSTEE	1.00	Director	$0	$81,153	$188,937
EMILY B SAMUELS	TRUSTEE	1.00	Director	$0	$94,607	$261,934
ELIZABETH VIGNAUX	TRUSTEE/SECRETARY	1.00	Officer Director	$0	$104,731	$291,037
LAUREN RYBA	TRUSTEE	1.00	Director	$0	$88,730	$302,462
GREGORY AINSLEY	TRUSTEE	1.00	Director	$0	$87,651	$282,944

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	$14,390,641	$12,308,674	$50,631,962	$2,081,967
2024	$11,731,167	$10,465,330	$46,409,425	$1,265,837
2023	$11,914,694	$11,083,029	$40,013,232	$831,665
2022	$11,045,310	$9,646,434	$37,420,085	$1,398,876
2021	$15,111,922	$8,723,366	$42,483,102	$6,388,556
2020	$6,920,539	$7,908,101	$34,228,236	$-987,562
2019	$9,548,305	$7,886,271	$30,079,408	$1,662,034

NYSUT RETIREE VEBA HEALTH FUND