MATHENY VEBA PLAN AND TRUST

EIN: 830699401 Mutual Benefit

PEAPACK, NJ

Total Revenue
$6,059,911
Total Expenses
$6,085,004
Total Assets
$26,574
Net Assets
$26,574
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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
2018
Legal Domicile
NJ
Principal Officer
NANCY HAMSTRA
Phone
9082340011
Tax Period
2024-01-01 to 2024-12-31

MATHENY VEBA PLAN AND TRUST, founded in 2018, is a community nonprofit in the Mutual Benefit sector that reported $6.1M in total revenue in fiscal year 2024.

Mission

TO PROTECT ELIGIBLE EMPLOYEES AND THEIR DEPENDENTS AGAINST CERTAIN HEALTH EXPENSES.

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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%)

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Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $0
Program Service Revenue $6,055,000
Investment Income $4,911
Other Revenue $0
TOTAL REVENUE $6,059,911

Expense Breakdown

Grants Paid $0
Salaries & Benefits $373
Fundraising Expenses $0
Other Expenses $1,246,627
TOTAL EXPENSES $6,085,004

Year-over-Year Comparison

2024 2023 Change
Revenue $6,059,911 $6,374,589 0.0%
Expenses $6,085,004 $6,484,311 -0.1%
Net Income $-25,093 $-109,722 -0.8%
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

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Governance

Voting Members
1
Independent Members
1
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
0
$0
Total Directors
0
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
N/A TRUSTEE 1.00
$373 $0 $373
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 $6,059,911 $6,085,004 $26,574 $-25,093
2023 $6,374,589 $6,484,311 $51,667 $-109,722
2022 $5,628,274 $5,861,478 $161,389 $-233,204
2021 $5,378,136 $5,240,481 $394,593 $137,655
2020 $5,202,074 $5,501,716 $256,938 $-299,642
2019 $4,812,760 $5,207,397 $556,580 $-394,637
2018 $2,908,274 $1,957,057 $951,217 $951,217
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