INTERPLASTIC VEBA PLAN AND 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

2015

Legal Domicile

Principal Officer

SHANE LUNDEEN

Phone

6514816871

Tax Period

2023-01-01 to 2023-12-31

INTERPLASTIC VEBA PLAN AND TRUST, founded in 2015, is a community nonprofit in the Mutual Benefit sector that reported $6.2M in total revenue in fiscal year 2023. Revenue grew 13% year-over-year, indicating healthy expansion. Expenses of $5.5M left a modest 12% surplus.

Mission

TO PROVIDE MEDICAL AND OTHER BENEFITS FOR ELIGIBLE EMPLOYEES AND THEIR DEPENDENTS.

Program Service Accomplishments

Program 1

Expenses: $5,479,826

THE VOLUNTEER EMPLOYEE BENEFIT ASSOCIATION PROVIDES FRINGE BENEFITS TO INTERPLASTIC CORPORATION EMPLOYEES AND THEIR DEPENDANTS IN ACCORDANCE WITH THE PLAN & TRUST AGREEMENT.

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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 (2023)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $6,089,786

Investment Income $117,191

Other Revenue $0

TOTAL REVENUE $6,206,977

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $5,479,826

Other Expenses $0

TOTAL EXPENSES $5,479,826

Year-over-Year Comparison

	2023	2022	Change
Revenue	$6,206,977	$5,479,825	+0.1%
Expenses	$5,479,826	$5,393,393	+0.0%
Net Income	$727,151	$86,432	+7.4%

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

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	Role	Reportable Comp	Other Comp	Total
SHANE LUNDEEN	TRUSTEE	Director	$0	$0	$0
MARTINA SAILER	TRUSTEE	Director	$0	$0	$0
ALEX J WALLENFELSZ	TRUSTEE	Director	$0	$0	$0
PHIL KELLY	TRUSTEE	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	No data	No data	No data	No data
2023	$6,206,977	$5,479,826	$6,206,977	$727,151
2022	$5,479,825	$5,393,393	$5,479,826	$86,432
2021	$5,393,393	$5,474,633	$5,393,394	$-81,240
2020	$5,474,635	$4,866,916	$5,474,634	$607,719
2019	$4,866,914	$4,631,490	$4,866,915	$235,424
2018	$4,631,491	$3,827,134	$4,631,491	$804,357