POMPANO BEACH GENERAL EMPLOYEES VEBA TRUST FUND

EIN: 300936997 Mutual Benefit

POMPANO BEACH, FL

Total Revenue
$730,463
Total Expenses
$132,701
Total Assets
$9,743,902
Net Assets
$9,743,902
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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
2024
Legal Domicile
FL
Principal Officer
FRANKIE CHEVERE
Phone
9547864915
Tax Period
2024-08-29 to 2024-12-31

POMPANO BEACH GENERAL EMPLOYEES VEBA TRUST FUND, founded in 2024, is a small nonprofit in the Mutual Benefit sector that reported $730K in total revenue in fiscal year 2024. The organization ran a surplus of $598K, a strong 82% operating margin.

Mission

WAS ESTABLISHED TO PROVIDE EMPLOYEE BENEFITS TO ELIGIBLE EMPLOYEES

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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 (2024)

Revenue Breakdown

Contributions & Grants $0
Program Service Revenue $510,358
Investment Income $220,105
Other Revenue $0
TOTAL REVENUE $730,463

Expense Breakdown

Grants Paid $0
Salaries & Benefits $0
Fundraising Expenses $0
Program Expenses $132,701
Other Expenses $51,326
TOTAL EXPENSES $132,701

Year-over-Year Comparison

2024 2023 Change
Revenue $730,463 N/A N/A
Expenses $132,701 N/A N/A
Net Income $597,762 N/A N/A
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
5
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
3
$0
Total Directors
5
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
FRANKIE CHEVERE CHAIRPERSON/TRUSTEE 5.00
Officer Director
$0 $0 $0
LISA SONEGO CHAIRPERSON/TRUSTEE 5.00
Officer Director
$0 $0 $0
SHELLY BARTHOLOMEW SECRETARY/TRUSTEE 5.00
Officer Director
$0 $0 $0
PETER MAZZAGATTI TRUSTEE 5.00
Director
$0 $0 $0
NAETTE COLLETTE TRUSTEE 5.00
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 $730,463 $132,701 $9,743,902 $597,762
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