DONNELLY BOLAND AND ASSOCIATES VEBA (EIN 753120259) - 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

2003

Legal Domicile

Principal Officer

FIRST NATIONAL TRUST COMPANY

Tax Period

2022-07-01 to 2023-06-30

DONNELLY BOLAND AND ASSOCIATES VEBA, founded in 2003, is a community nonprofit in the Mutual Benefit sector that reported $4.5M in total revenue in fiscal year 2022. Revenue grew 12% year-over-year, indicating healthy expansion. Expenses of $4.1M left a modest 7% surplus.

Mission

VEBA TRUST ACCOUNT HOLDS ASSETS DEPOSITED FOR USE FOR THE DONNELLY-BOLAND AND ASSOCIATES WELFARE BENEFITS PLAN

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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 $4,332,506

Investment Income $134,308

Other Revenue $0

TOTAL REVENUE $4,466,814

Expense Breakdown

Grants Paid $0

Salaries & Benefits $17,415

Fundraising Expenses $0

Program Expenses $4,101,487

Other Expenses $15,665

TOTAL EXPENSES $4,134,567

Year-over-Year Comparison

	2022	2021	Change
Revenue	$4,466,814	$3,997,800	+0.1%
Expenses	$4,134,567	$3,839,293	+0.1%
Net Income	$332,247	$158,507	+1.1%

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

N/A

Employees

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

$244,629

Total Directors

$835,668

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
FAY K BOLAND	TRUSTEE	1.00	Director	$0	$55,537	$342,350
KEVIN P BOLAND	TRUSTEE	1.00	Director	$0	$47,982	$264,058
SUSAN E LEVI	PLAN ADMINISTRATOR	3.00	Officer	$0	$50,321	$244,629
RYAN AGONA	TRUSTEE	2.00	Director	$0	$32,581	$128,273
MATT FAZIO	TRUSTEE	2.00	Director	$0	$20,372	$100,987

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	No data	No data	No data	No data
2023	$4,466,814	$4,134,567	$3,844,236	$332,247
2022	$3,997,800	$3,839,293	$3,443,456	$158,507
2021	$3,976,676	$3,789,937	$3,561,522	$186,739
2020	$4,128,719	$3,883,952	$3,161,512	$244,767
2019	$3,309,084	$3,135,074	$2,633,025	$174,010
2018	$3,257,939	$3,186,594	$2,375,498	$71,345

DONNELLY BOLAND AND ASSOCIATES VEBA