ALPHA NATURAL RESOURCES NON-UNION RETIREE VEBA TRUST (EIN 816676371) - Form 990 Financial Analysis & Trantor Score

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Tuckman-Chang Vulnerability Assessment

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

2016

Legal Domicile

Principal Officer

EDDIE NEELY

Phone

4233609780

Tax Period

2023-01-01 to 2023-12-31

ALPHA NATURAL RESOURCES NON-UNION RETIREE VEBA TRUST, founded in 2016, is a community nonprofit in the Mutual Benefit sector that reported $3.7M in total revenue in fiscal year 2018. Revenue grew 19% year-over-year, indicating healthy expansion. The organization ran a surplus of $2.3M, a strong 62% operating margin.

Mission

THE TRUST WAS CREATED TO PROVIDE VEBA BENEFITS TO ELIGIBLE BENEFICIARIES BY ESTABLISHING A HEALTH REIMBURSEMENT ARRANGEMENT.

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Trantor Score

Financial Health & Payment Capacity Assessment (FICO Scale: 300–850)

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $0

Investment Income $64,801

Other Revenue $0

TOTAL REVENUE $64,801

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $1,040,625

Other Expenses $60,141

TOTAL EXPENSES $1,100,766

Year-over-Year Comparison

	2023	2022	Change
Revenue	$64,801	$-501,468	-1.1%
Expenses	$1,100,766	$1,498,327	-0.3%
Net Income	$-1,035,965	$-1,999,795	-0.5%

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
EDDIE NEELY	TRUSTEE	5.00	Director	$0	$0	$0
RANDY MCMILLION	TRUSTEE	5.00	Director	$0	$0	$0
KURT KOST	TRUSTEE	5.00	Director	$0	$0	$0
MIKE BROWN	TRUSTEE	5.00	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	No data	No data	No data	No data
2023	$64,801	$1,100,766	$2,811,375	$-1,035,965
2022	$-501,468	$1,498,327	$3,843,600	$-1,999,795
2021	$332,476	$1,474,399	$5,858,282	$-1,141,923
2020	$182,652	$1,793,707	$7,196,462	$-1,611,055
2019	$3,676,764	$1,480,297	$8,753,719	$2,196,467
2018	$3,650,233	$1,389,217	$6,481,924	$2,261,016

ALPHA NATURAL RESOURCES NON-UNION RETIREE VEBA TRUST