STEEL RETIREE VEBA TR - PENNSYLVANIA - OHIO - MICHIGAN

EIN: 456645074 Mutual Benefit

ANNANDALE, VA

Total Revenue
$261,890
Total Expenses
$293,191
Total Assets
$7,307
Net Assets
$7,307
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Tuckman-Chang Vulnerability Assessment

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Financial Trends

Organization Details

Formation Year
2011
Legal Domicile
VA
Principal Officer
Douglas Guerdat
Phone
7034256085
Tax Period
2023-01-01 to 2023-12-31

STEEL RETIREE VEBA TR - PENNSYLVANIA - OHIO - MICHIGAN, founded in 2011, is a small nonprofit in the Mutual Benefit sector that reported $330K in total revenue in fiscal year 2022. Expenses of $302K left a modest 8% surplus.

Mission

To provide low cost health insurance and additional health benefits to eligible VEBA members

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Trantor Score

Financial Health & Payment Capacity Assessment (FICO Scale: 300–850)

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

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Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $261,890
Program Service Revenue $0
Investment Income $0
Other Revenue $0
TOTAL REVENUE $261,890

Expense Breakdown

Grants Paid $0
Salaries & Benefits $289,740
Fundraising Expenses $0
Program Expenses $0
Other Expenses $3,000
TOTAL EXPENSES $293,191

Year-over-Year Comparison

2023 2022 Change
Revenue $261,890 $329,695 -0.2%
Expenses $293,191 $302,462 0.0%
Net Income $-31,301 $27,233 -2.1%
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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Governance

Voting Members
3
Independent Members
3
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
3
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
Douglas Guerdat Chairperson 10.00
Director
$0 $0 $0
Richard Davis Member of Board 5.00
Director
$0 $0 $0
Gary Conley Member of Board 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 No data No data No data No data
2023 $261,890 $293,191 $7,307 $-31,301
2022 $329,695 $302,462 $38,627 $27,233
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