ASRI 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

2015

Legal Domicile

Phone

2058203141

Tax Period

2023-01-01 to 2023-12-31

ASRI VEBA TRUST, founded in 2015, is a small nonprofit in the Mutual Benefit sector that reported $103K in total revenue in fiscal year 2023. Revenue grew 16% year-over-year, indicating healthy expansion. The organization ran a surplus of $31K, a strong 30% operating margin.

Mission

THE TRUST IS ESTABLISHED AND OPERATED AS A VOLUNTARY EMPLOYEE BENEFIT ASSOCIATION FOR THE EXCLUSIVE BENEFITS OF THE PARTICIPANTS. THE TRUST WILL PROVIDE FOR THE PAYMENT OF HEALTH AND WELFARE BENEFITS TO THE PARTICIPANTS AND THEIR DEPENDENTS WITHIN THE MEANING OF SECTION 509(C)(9) OF THE INTERNAL REVENUE CODE.

Program Service Accomplishments

Program 1

THE VEBA TRUST IS THE FUNDING VEHICLE FOR THE PLAN SPONSORS TO PROVIDE HEALTH AND WELFARE BENEFITS TO THEIR PARTICIPANTS AND DEPENDANTS

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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 (2023)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $77,287

Investment Income $25,648

Other Revenue $0

TOTAL REVENUE $102,935

Expense Breakdown

Grants Paid $0

Salaries & Benefits $-95

Fundraising Expenses $0

Other Expenses $4,118

TOTAL EXPENSES $72,257

Year-over-Year Comparison

	2023	2022	Change
Revenue	$102,935	$88,811	+0.2%
Expenses	$72,257	$236,472	-0.7%
Net Income	$30,678	$-147,661	-1.2%

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	TRUSTEE	N/A		$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	$102,935	$72,257	$559,675	$30,678
2022	$88,811	$236,472	$528,759	$-147,661
2021	$840,293	$812,975	$678,170	$27,318
2020	$917,513	$790,457	$650,849	$127,056
2019	$1,083,440	$959,457	$523,079	$123,983
2018	$1,111,158	$1,003,723	$399,077	$107,435