Dominion Energy Inc Transmission Union VEBA TRUST (EIN 251752870) - 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

Northern Trust

Phone

3124445677

Tax Period

2023-01-01 to 2023-12-31

Dominion Energy Inc Transmission Union VEBA TRUST, founded in 1994, is a mid-sized nonprofit in the Mutual Benefit sector that reported $10.9M in total revenue in fiscal year 2023. Revenue grew 9% year-over-year, indicating healthy expansion. The organization ran a surplus of $2.8M, a strong 26% operating margin.

Mission

PROVISION OF BENEFITS.

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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 $196,242

Investment Income $10,554,578

Other Revenue $138,115

TOTAL REVENUE $10,888,935

Expense Breakdown

Grants Paid $0

Salaries & Benefits $36,620

Fundraising Expenses $0

Program Expenses $0

Other Expenses $1,205,535

TOTAL EXPENSES $8,111,915

Year-over-Year Comparison

	2023	2022	Change
Revenue	$10,888,935	$9,978,787	+0.1%
Expenses	$8,111,915	$9,178,279	-0.1%
Net Income	$2,777,020	$800,508	+2.5%

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
NORTHERN TRUST	TRUSTEE (See Schedule O)	0.0		$36,620	$0	$36,620

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	$10,888,935	$8,111,915	$265,721,063	$2,777,020
2022	$9,978,787	$9,178,279	$234,170,486	$800,508
2021	$39,163,048	$11,136,046	$284,561,590	$28,027,002
2020	$7,672,417	$9,505,905	$251,931,932	$-1,833,488
2019	$20,500,187	$9,445,993	$226,732,747	$11,054,194
2018	$25,343,804	$10,181,866	$185,406,923	$15,161,938

Dominion Energy Inc Transmission Union VEBA TRUST