WASHINGTON TEACHERS UNION OPTION 2 VEBA TRUST (EIN 306360227) - 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

2013

Legal Domicile

Principal Officer

LAURA FUCHS

Phone

2025171477

Tax Period

2024-07-01 to 2025-06-30

WASHINGTON TEACHERS UNION OPTION 2 VEBA TRUST, founded in 2013, is a micro nonprofit in the Mutual Benefit sector that reported $32K in total revenue in fiscal year 2024. Revenue decreased 15% compared to the prior year. The organization ran a surplus of $10K, a strong 31% operating margin.

Mission

THE PLAN COVERS EMPLOYEES IN JOBS COVERED BY A COLLECTIVE BARGAINING AGREEMENT BETWEEN THE WASHINGTON TEACHERS UNION LOCAL #6 OF THE AMERICAN FEDERATION OF TEACHERS, AFL-CIO AND THE DISTRICT OF COLUMBIA PUBLIC SCHOOL (DCPS) SYSTEM. THE PLAN WAS ESTABLISHED TO PROVIDE SUPPLEMENTAL UNEMPLOYMENT BENEFITS AND OTHER WELFARE BENEFITS TO CURRENT AND FORMER DCPS EMPLOYEES WHO MEET CERTAIN ELIGIBILITY REQUIREMENTS.

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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 $0

Investment Income $32,018

Other Revenue $0

TOTAL REVENUE $32,018

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $21,938

TOTAL EXPENSES $21,938

Year-over-Year Comparison

	2024	2023	Change
Revenue	$32,018	$37,768	-0.2%
Expenses	$21,938	$23,977	-0.1%
Net Income	$10,080	$13,791	-0.3%

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

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

$74,021

Total Directors

$97,396

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JACQUELINE POGUE LYONS	CHAIRPERSON	1.25	Officer Director	$0	$2,198	$74,021
NADIA TORNEY	TRUSTEE	1.25	Director	$0	$0	$23,375
JOYCE AMROO	TRUSTEE	1.25	Director	$0	$0	$0
DR SEAN PERKINS	TRUSTEE	1.25	Director	$0	$0	$0
ANDRE GREEN	TRUSTEE	1.25	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
2025	$32,018	$21,938	$3,619,080	$10,080
2024	$37,768	$23,977	$3,614,365	$13,791
2023	$23,387	$48,757	$3,601,151	$-25,370
2022	$1,854	$136,198	$3,623,634	$-134,344
2021	$1,910	$197,865	$3,756,675	$-195,955
2020	$3,567	$384,286	$3,957,208	$-380,719
2019	$4,496	$505,612	$4,332,894	$-501,116
2018	$4,181	$713,171	$4,833,252	$-708,990

WASHINGTON TEACHERS UNION OPTION 2 VEBA TRUST