THE TIMKEN COMPANY VOLUNTARY EMPLOYEES' BENEFICIARY ASSOCIATION TRUST

EIN: 274283482

NORTH CANTON, OH

Total Revenue
$287,715
Total Expenses
$1,498,586
Total Assets
N/A
Net Assets
N/A
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Financial Vulnerability Assessment (Tuckman-Chang)

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Financial Trends

Organization Details

Formation Year
2010
Legal Domicile
OH
Principal Officer
THOMAS L POE
Phone
2342622455
Tax Period
2022-01-01 to 2022-12-31

THE TIMKEN COMPANY VOLUNTARY EMPLOYEES' BENEFICIARY ASSOCIATION TRUST, founded in 2010, is a small nonprofit that reported $288K in total revenue in fiscal year 2022. Revenue fell 69% from the prior year — a significant decline worth monitoring. Expenses of $1.5M exceeded revenue, resulting in a 421% operating deficit.

Mission

THE TIMKEN COMPANY VOLUNTARY EMPLOYEES' BENEFICIARY ASSOCIATION TRUST (THE "VEBA TRUST") WAS ORGANIZED SOLELY FOR THE PURPOSE OF AND IS INVOLVED ONLY IN THE ACTIVITIES ASSOCIATED WITH FUNDING LIFE, SICK, ACCIDENT, MEDICAL, DENTAL, VISION, PHARMACEUTICAL AND RELATED BENEFITS ("HEALTH AND WELFARE BENEFITS") PROVIDED TO CURRENT AND FORMER EMPLOYEES (AND THEIR ELIGIBLE DEPENDENTS) OF THE TIMKEN COMPANY (AND CERTAIN OTHER EMPLOYERS RELATED THROUGH INTERNAL REVENUE CODE SECTION 414)(THE "COMPANY"), WHO ARE OR WERE MEMBERS OF A BARGAINED UNIT REPRESENTED BY THE UNITED STEEL, PAPER AND FORESTRY, RUBBER, MANUFACTURING ENERGY, ALLIED INDUSTRIAL AND SERVICE WORKERS INTERNATIONAL UNION AND ITS CONSTITUENT LOCAL UNION NO. 1123 (THE UNION"), AND WHO ARE ELIGIBLE TO PARTICIPATE IN THE TIMKEN COMPANY BARGAINING UNIT WELFARE BENEFIT PLAN (THE "WELFARE PLAN").

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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 (2022)

Revenue Breakdown

Contributions & Grants $0
Program Service Revenue $287,715
Investment Income $0
Other Revenue $0
TOTAL REVENUE $287,715

Expense Breakdown

Grants Paid $0
Salaries & Benefits $0
Fundraising Expenses $0
Other Expenses $0
TOTAL EXPENSES $1,498,586

Year-over-Year Comparison

2022 2021 Change
Revenue $287,715 $932,489 -0.7%
Expenses $1,498,586 $3,275,032 -0.5%
Net Income $-1,210,871 $-2,342,543 -0.5%
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

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Financial Distress Indicator

Liquidity & Cash Position

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Governance

Voting Members
1
Independent Members
1
Employees
N/A
Volunteers
1

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 40.00
$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
2022 $287,715 $1,498,586 No data $-1,210,871
2021 $932,489 $3,275,032 $1,298,656 $-2,342,543
2020 $1,380,081 $4,192,937 $14,741,813 $-2,812,856
2019 $4,509,314 $18,680,175 $67,691,208 $-14,170,861
2018 $5,205,422 $21,388,987 $76,559,265 $-16,183,565
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