ECO VEBA Trust (EIN 806225704) - 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

2012

Legal Domicile

Principal Officer

John Terech

Phone

7194752448

Tax Period

2020-01-01 to 2020-12-31

ECO VEBA Trust, founded in 2012, is a community nonprofit that reported $2.4M in total revenue in fiscal year 2020. Revenue fell 90% from the prior year — a significant decline worth monitoring. Expenses of $3.4M exceeded revenue, resulting in a 40% operating deficit.

Mission

THE TRUST IS ORGANIZED WITH THE PURPOSE OF SERVING AS A VEHICLE TO FUND EMPLOYEE WELFARE BENEFIT PLANS FOR EMPLOYEES OF ALL MEMBER CONGREGATIONS OF ECO AND FOP.

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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 (2020)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $2,390,895

Investment Income $9,641

Other Revenue $0

TOTAL REVENUE $2,400,536

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $239,245

TOTAL EXPENSES $3,351,019

Year-over-Year Comparison

	2020	2019	Change
Revenue	$2,400,536	$24,881,106	-0.9%
Expenses	$3,351,019	$27,834,558	-0.9%
Net Income	$-950,483	$-2,953,452	-0.7%

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

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

$190,764

Total Directors

$190,764

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JOHN TERECH	committee chair	20.0	Officer Director	$0	$112,764	$190,764
J RANDOLPH BARE	COMMITTEE MEMBER	0.0	Director	$0	$0	$0
RICHARD YOUNG	COMMITTEE MEMBER	0.0	Director	$0	$0	$0
MICHAEL TEMPLETON	COMMITTEE MEMBER	0.0	Director	$0	$0	$0
Alison Murray	committee member	0.0	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
2020	$2,400,536	$3,351,019	$243,616	$-950,483
2019	$24,881,106	$27,834,558	$4,076,983	$-2,953,452
2018	$20,463,468	$22,027,219	$6,311,126	$-1,563,751

ECO VEBA Trust