ARCH PLTC PLAN VEBA TRUST

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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

2012

Legal Domicile

Principal Officer

PRINCIPAL BANK - PCS TAX

Phone

6025620883

Tax Period

2025-01-01 to 2025-12-31

ARCH PLTC PLAN VEBA TRUST, founded in 2012, is a community nonprofit in the Religion sector that reported $2.3M in total revenue in fiscal year 2025. Revenue surged 168% from the prior year, signaling strong growth momentum. The organization ran a surplus of $2.0M, a strong 88% operating margin.

Mission

TO PROVIDE BENEFITS TO ELIGIBLE PRIESTS OF THE ROMAN CATHOLIC ARCHDIOCESE OF ATLANTA FOR CERTAIN LONG TERM CARE SERVICES

Program Service Accomplishments

Program 1

PAYMENTS FOR LONG TERM CARE SERVICES

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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 (2025)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $259,562

Investment Income $2,049,743

Other Revenue $0

TOTAL REVENUE $2,309,305

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $71,560

TOTAL EXPENSES $281,560

Year-over-Year Comparison

	2025	2024	Change
Revenue	$2,309,305	$862,487	+1.7%
Expenses	$281,560	$257,256	+0.1%
Net Income	$2,027,745	$605,231	+2.4%

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

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
PRINCIPAL BANK - PCS TAX	TRUSTEE	1.0		$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	$2,309,305	$281,560	$12,973,207	$2,027,745
2024	$862,487	$257,256	$10,946,586	$605,231
2023	$632,586	$263,888	$10,341,368	$368,698
2022	$1,530,576	$69,375	$9,972,977	$1,461,201
2021	$1,321,092	$66,495	$8,512,349	$1,254,597
2020	$1,220,138	$156,233	$7,257,753	$1,063,905