HALLMARK RETIREE VEBA TR

EIN: 431863866 Mutual Benefit

KANSAS CITY, MO

Total Revenue
$3,548,205
Total Expenses
$2,795,588
Total Assets
$5,229,731
Net Assets
$5,229,731
🔒

Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Sign In — Free (10 views/day)

Financial Trends

Organization Details

Formation Year
1999
Legal Domicile
MO
Phone
8162743062
Tax Period
2023-01-01 to 2023-12-31

HALLMARK RETIREE VEBA TR, founded in 1999, is a community nonprofit in the Mutual Benefit sector that reported $3.5M in total revenue in fiscal year 2023. Revenue fell 25% from the prior year — a significant decline worth monitoring. The organization ran a surplus of $753K, a strong 21% operating margin.

Mission

NONE

🔒

Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

Sign in to view Trantor Score and financial metrics

Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Sign In — Free (10 views/day)

Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $0
Program Service Revenue $3,349,218
Investment Income $198,987
Other Revenue $0
TOTAL REVENUE $3,548,205

Expense Breakdown

Grants Paid $0
Salaries & Benefits $0
Fundraising Expenses $0
Program Expenses $0
Other Expenses $265,315
TOTAL EXPENSES $2,795,588

Year-over-Year Comparison

2023 2022 Change
Revenue $3,548,205 $4,725,742 -0.2%
Expenses $2,795,588 $4,218,855 -0.3%
Net Income $752,617 $506,887 +0.5%
Key Indicators
✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✗ Schedule B Required
🔒

Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Sign In

Governance

Voting Members
4
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
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 FIDUCIARY 1
$0 $0 $2,056,493
N/A TRUSTEE 1
$0 $2,522 $2,522
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 $3,548,205 $2,795,588 $5,229,731 $752,617
2022 $4,725,742 $4,218,855 $4,477,114 $506,887
2021 $12,871,532 $14,432,965 $3,970,227 $-1,561,433
2020 $20,195,816 $14,874,156 $5,531,660 $5,321,660
2019 $18,528,708 $18,783,289 $210,000 $-254,581
2018 $2,806,887 $2,749,913 $464,581 $56,974
Explore More Nonprofits
→Top 100 Nonprofits in Missouri →Largest U.S. Nonprofits →Best Rated Nonprofits →Most Efficient Nonprofits

Compare HALLMARK RETIREE VEBA TR with other nonprofits in Missouri and across the country.

We Value Your Privacy
We use cookies and similar technologies to analyze site traffic and improve your experience. By clicking "Accept All", you consent to our use of cookies for analytics and measurement.