JPMorgan Chase Veba Trust for Key Retirees

EIN: 836394053 Mutual Benefit

JERSEY CITY, NJ

Total Revenue
$122,906
Total Expenses
$122,906
Total Assets
N/A
Net Assets
N/A
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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
2019
Legal Domicile
NY
Principal Officer
BERNADETTE J BRANOSKY
Phone
8442755762
Tax Period
2023-01-01 to 2023-12-31

JPMorgan Chase Veba Trust for Key Retirees, founded in 2019, is a small nonprofit in the Mutual Benefit sector that reported $123K in total revenue in fiscal year 2023.

Mission

THE PRIMARY EXEMPT PURPOSE OF THE VEBA TRUST IS TO PROVIDE LIFE INSURANCE, MEDICAL, AND/OR OTHER BENEFITS FOR CERTAIN JPMORGAN CHASE RETIREES AND THEIR ELIGIBLE DEPENDENTS.

Program Service Accomplishments

Program 1

PAYMENTS OF BENEFITS FOR PLAN PARTICIPANTS AND THEIR ELIGIBLE DEPENDENTS AND PLAN ADMINISTRATIVE EXPENSES UNDER THE JPMORGAN CHASE VEBA TRUST FOR KEY RETIREES

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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 (2023)

Revenue Breakdown

Contributions & Grants $0
Program Service Revenue $122,906
Investment Income $0
Other Revenue $0
TOTAL REVENUE $122,906

Expense Breakdown

Grants Paid $0
Salaries & Benefits $0
Fundraising Expenses $0
Other Expenses $0
TOTAL EXPENSES $122,906

Year-over-Year Comparison

2023 2022 Change
Revenue $122,906 $123,622 0.0%
Expenses $122,906 $123,622 0.0%
Net Income $0 N/A N/A
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
N/A
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
JPMORGAN CHASE BANK NA TRUSTEE 40.0
$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 $122,906 $122,906 No data No data
2021 $72,220 $72,220 No data No data
2020 $83,917 $83,917 No data No data
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