DOLESE BROS CO 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

1991

Legal Domicile

Principal Officer

PETE SIMMS

Phone

4052352311

Tax Period

2022-01-01 to 2022-12-31

DOLESE BROS CO VEBA TRUST, founded in 1991, is a micro nonprofit that reported $67K in total revenue in fiscal year 2022. Revenue fell 100% from the prior year — a significant decline worth monitoring. Expenses of $512K exceeded revenue, resulting in a 667% operating deficit.

Mission

PROVIDE BENEFITS TO EMPLOYEES

Program Service Accomplishments

Program 1

Expenses: $511,870 Revenue: $66,700

PROVISION OF HEALTH AND WELFARE BENEFITS FOR EMPLOYEES AND THEIR DEPENDENTS UNDER SECTION 501(C)(9).ON NOVEMBER 11, 2021, THE BOARD OF DIRECTORS OF DOLESE BROS. CO. VOTED TO TERMINATE THE VEBA TRUST...

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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 (2022)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $66,700

Investment Income $0

Other Revenue $0

TOTAL REVENUE $66,700

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $511,870

Other Expenses $0

TOTAL EXPENSES $511,870

Year-over-Year Comparison

	2022	2021	Change
Revenue	$66,700	$18,567,104	-1.0%
Expenses	$511,870	$18,711,823	-1.0%
Net Income	$-445,170	$-144,719	+2.1%

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
MARK A HELM	TRUSTEE	1.00	Director	$0	$0	$0
JEFFREY C SEELIGER	TRUSTEE	1.00	Director	$0	$0	$0
PETE SIMMS	TRUSTEE	1.00	Director	$0	$0	$0
SUZIE SMITH	TRUSTEE	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
2022	$66,700	$511,870	No data	$-445,170
2021	$18,567,104	$18,711,823	$445,170	$-144,719
2020	$16,983,813	$17,414,427	$743,694	$-430,614
2019	$13,320,267	$13,222,219	$1,174,308	$98,048
2018	$13,704,046	$12,956,669	$1,076,260	$747,377