THE ANGLICAN DIOCESE OF SC VEBA TRUST

EIN: 466357230

CHARLESTON, SC

Total Revenue
N/A
Total Expenses
$-1,675
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
2012
Legal Domicile
SC
Principal Officer
NANCY ARMSTRONG
Phone
8437224075
Tax Period
2020-01-01 to 2020-12-31

Mission

THE PRIMARY OBJECTIVE AND PURPOSE OF THE ANGLICAN DIOCESE OF SC VEBA TRUST IS TO PROVIDE EMPLOYEE WELFARE BENEFITS TO ELIGIBLE PARTICIPANTS. THE TRUST WAS CREATED FOR THE SOLE PURPOSE OF ACCUMULATING AND DISTRIBUTING THE TRUST FUND TO PROVIDE FOR LIFE, SICKNESS, ACCIDENT, OR OTHER BENEFITS OF THE TYPE NORMALLY PERMITTED FOR VOLUNTARY EMPLOYEES' BENEFICIARY ASSOCIATIONS.

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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 (2020)

Revenue Breakdown

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

Expense Breakdown

Grants Paid $0
Salaries & Benefits $-2,875
Fundraising Expenses $0
Other Expenses $1,200
TOTAL EXPENSES $-1,675

Year-over-Year Comparison

2020 2019 Change
Revenue N/A $4 -1.0%
Expenses $-1,675 $43,767 -1.0%
Net Income N/A $-43,763 N/A
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
6
Independent Members
6
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
6
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
JOHNNY WALLACE COUNCIL MEMBER 1.00
Director
$0 $0 $0
JOHN EVANS COUNCIL MEMBER 1.00
Director
$0 $0 $0
PEET DICKINSON IV COUNCIL MEMBER 1.00
Director
$0 $0 $0
ROBERT F MARION III COUNCIL MEMBER 1.00
Director
$0 $0 $0
RUBERT REED JR COUNCIL MEMBER 1.00
Director
$0 $0 $0
ANNA SMITH COUNCIL MEMBER 1.00
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
2020 No data $-1,675 No data No data
2019 $4 $43,767 $4,413 $-43,763
2018 $885,522 $1,714,994 $47,672 $-829,472
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