Peabody Investments Corp Non-Represented Reti (EIN 616614439) - Form 990 Financial Analysis & Trantor Score

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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

2018

Legal Domicile

Principal Officer

Robert Bruer

Phone

3143423400

Tax Period

2024-01-01 to 2024-12-31

Peabody Investments Corp Non-Represented Reti, founded in 2018, is a small nonprofit in the Mutual Benefit sector that reported $891K in total revenue in fiscal year 2024. Revenue surged 93% from the prior year, signaling strong growth momentum. Expenses of $3.5M exceeded revenue, resulting in a 298% operating deficit.

Mission

The VEBA Trust provides for the payment of retiree welfare benefits for eligible employees who retire.

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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 $0

Investment Income $890,989

Other Revenue $0

TOTAL REVENUE $890,989

Expense Breakdown

Grants Paid $0

Salaries & Benefits $34,520

Fundraising Expenses $0

Program Expenses $3,514,061

Other Expenses $3,737

TOTAL EXPENSES $3,548,974

Year-over-Year Comparison

	2024	2023	Change
Revenue	$890,989	$462,167	+0.9%
Expenses	$3,548,974	$4,563,176	-0.2%
Net Income	$-2,657,985	$-4,101,009	-0.4%

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

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
Commerce Bank	Trustee	1.0		$34,520	$0	$34,520
Robert F Bruer	VP Tax	0.0	Officer	$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	$890,989	$3,548,974	$11,268,701	$-2,657,985
2023	$462,167	$4,563,176	$14,307,395	$-4,101,009
2022	$235,684	$5,338,516	$17,367,305	$-5,102,832
2021	$3,370,008	$7,076,277	$26,129,688	$-3,706,269
2020	$12,008,213	$15,309,260	$33,075,997	$-3,301,047

Peabody Investments Corp Non-Represented Reti