OMEGA ENTERPRISES VEBA ASSOCIATED TRUST CO NA

EIN: 396514138

GREEN BAY, WI

Total Revenue
$899,572
Total Expenses
$2,108,255
Total Assets
N/A
Net Assets
N/A
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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
1990
Legal Domicile
WI
Phone
9204333131
Tax Period
2024-10-01 to 2025-09-30

OMEGA ENTERPRISES VEBA ASSOCIATED TRUST CO NA, founded in 1990, is a small nonprofit that reported $900K in total revenue in fiscal year 2024. Revenue fell 72% from the prior year — a significant decline worth monitoring. Expenses of $2.1M exceeded revenue, resulting in a 134% operating deficit.

Mission

TO PROVIDE HEALTH & WELFARE BENEFITS TO ALL EMPLOYEES, MEDICAL & DENTAL CLAIMS FOR HEALTH INSURANCE 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 (2024)

Revenue Breakdown

Contributions & Grants $0
Program Service Revenue $874,200
Investment Income $25,372
Other Revenue $0
TOTAL REVENUE $899,572

Expense Breakdown

Grants Paid $0
Salaries & Benefits $3,106
Fundraising Expenses $0
Other Expenses $13,950
TOTAL EXPENSES $2,108,255

Year-over-Year Comparison

2024 2023 Change
Revenue $899,572 $3,205,603 -0.7%
Expenses $2,108,255 $2,654,096 -0.2%
Net Income $-1,208,683 $551,507 -3.2%
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
N/A
Independent Members
N/A
Employees
193
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
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 N/A
$3,106 $0 $3,106
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 $899,572 $2,108,255 No data $-1,208,683
2024 $3,205,603 $2,654,096 $1,203,827 $551,507
2023 $3,067,450 $2,830,853 $654,369 $236,597
2022 $1,989,091 $2,564,139 $419,566 $-575,048
2021 $1,832,671 $1,625,733 $995,603 $206,938
2020 $2,084,837 $1,482,522 $788,670 $602,315
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