MACKENZIE ENGINEERING INC VEBA TRU… - Form 990 Financial Data

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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

2014

Legal Domicile

Principal Officer

JOSHUA MCDOWELL

Phone

5032249560

Tax Period

2024-01-01 to 2024-12-31

MACKENZIE ENGINEERING INC VEBA TRUST, founded in 2014, is a small nonprofit in the Mutual Benefit sector that reported $223K in total revenue in fiscal year 2024. The organization ran a surplus of $59K, a strong 27% operating margin.

Mission

PROVISION OF HEALTH CARE BENEFITS TO MACKENZIE ENGINEERING INC ELIGIBLE RETIREES AND QUALIFIED BENEFICIARIES.

Program Service Accomplishments

Program 1

Expenses: $163,782 Revenue: $0

PROVISION OF HEALTH CARE BENEFITS TO MACKENZIE ENGINEERING INC ELIGIBLE RETIREES AND QUALIFIED BENEFICIARIES UNDER IRS SECTION 501(C)(9).

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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 (2024)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $186,804

Investment Income $36,384

Other Revenue $0

TOTAL REVENUE $223,188

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $163,782

Other Expenses $25

TOTAL EXPENSES $163,807

Year-over-Year Comparison

	2024	2023	Change
Revenue	$223,188	$218,862	+0.0%
Expenses	$163,807	$138,955	+0.2%
Net Income	$59,381	$79,907	-0.3%

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
N/A	TRUSTEE	0.00		$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	No data	No data	No data	No data
2024	$223,188	$163,807	$1,096,991	$59,381
2023	$218,862	$138,955	$1,000,937	$79,907
2022	$204,225	$169,154	$853,609	$35,071
2021	$213,465	$181,564	$928,900	$31,901
2020	$203,145	$137,818	$851,879	$65,327
2019	$218,552	$114,924	$745,089	$103,628
2018	$184,479	$59,434	$580,609	$125,045

MACKENZIE ENGINEERING INC VEBA TRUST