CTI VEBA Plan 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

1984

Legal Domicile

Phone

5206242348

Tax Period

2024-01-01 to 2024-12-31

CTI VEBA Plan Trust, founded in 1984, is a community nonprofit that reported $2.8M in total revenue in fiscal year 2024.

Mission

VOLUNTARY EMPLOYEE WELFARE BENEFIT PLAN (VEBA)

Program Service Accomplishments

Program 1

Expenses: $2,783,794 Revenue: $2,783,794

EMPLOYEE WELFARE BENEFIT PLAN PROVIDING FOR THE PAYMENT OF HEALTH BENEFITS TO EMPLOYEES AND THEIR DEPENDENTS.

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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 $2,783,794

Investment Income $0

Other Revenue $0

TOTAL REVENUE $2,783,794

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $2,783,794

Other Expenses $789,441

TOTAL EXPENSES $2,783,794

Year-over-Year Comparison

	2024	2023	Change
Revenue	$2,783,794	$2,763,551	+0.0%
Expenses	$2,783,794	$2,763,551	+0.0%
Net Income	$0	N/A	N/A

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
Thomas E Jones Jr	TRUSTEE	2.00	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
2024	$2,783,794	$2,783,794	$275,898	No data
2023	$2,763,551	$2,763,551	$199,503	No data
2022	$3,197,685	$3,197,685	$783,390	No data
2021	$3,903,165	$3,903,165	$696,630	No data
2020	$2,961,879	$2,961,879	$409,784	No data
2019	$3,253,255	$3,253,255	$518,993	No data
2018	$3,530,514	$3,530,514	$344,510	No data