JOHNSON & JOHNSON GROUP LIFE BENEF… - 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

1987

Legal Domicile

Principal Officer

MELISSA FORD

Phone

7325243323

Tax Period

2025-01-01 to 2025-12-31

JOHNSON & JOHNSON GROUP LIFE BENEFIT TRUST, founded in 1987, is a small nonprofit that reported $136K in total revenue in fiscal year 2025. Revenue decreased 15% compared to the prior year. The organization ran a surplus of $118K, a strong 87% operating margin.

Mission

THE VEBA HAS BEEN ESTABLISHED AND MAINTAINED AS A MEANS OF FUNDING, PAYING BENEFITS AND ADMINSTRATIVE EXPENSES FOR ELIGIBLE SALARIED AND OTHER EMPLOYEES (AND THEIR ELIGIBLE AND ENROLLED DEPENDENTS) WHO ARE PARTICIPANTS IN THE GROUP LIFE AND ACCIDENTAL DEATH & DISMEMBERMENT INSURANCE PLANS MAINTAINED BY JOHNSON & JOHNSON AND ITS AFFILIATED COMPANIES.

Program Service Accomplishments

Program 1

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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 $0

Investment Income $136,449

Other Revenue $0

TOTAL REVENUE $136,449

Expense Breakdown

Grants Paid $0

Salaries & Benefits $18,329

Fundraising Expenses $0

Other Expenses $0

TOTAL EXPENSES $18,329

Year-over-Year Comparison

	2025	2024	Change
Revenue	$136,449	$160,585	-0.2%
Expenses	$18,329	$17,722	+0.0%
Net Income	$118,120	$142,863	-0.2%

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

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	INSTITUTIONAL TRUSTEE	1.00		$18,329	$0	$18,329

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	$136,449	$18,329	$3,380,363	$118,120
2024	$160,585	$17,722	$3,262,243	$142,863
2023	$149,200	$17,096	$3,119,380	$132,104
2022	$44,600	$16,808	$2,987,276	$27,792
2021	$774	$16,863	$2,959,484	$-16,089
2020	$11,402	$16,914	$2,975,573	$-5,512
2019	$61,443	$16,773	$2,981,085	$44,670
2018	$50,164	$16,592	$2,936,415	$33,572

JOHNSON & JOHNSON GROUP LIFE BENEFIT TRUST