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
🔒

Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Sign In — Free (10 views/day)

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.

🔒

Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

Sign in to view Trantor Score and financial metrics

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

Sign In — Free (10 views/day)

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
🔒

Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Sign In

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
Explore More Nonprofits
→Top 100 Nonprofits in New Jersey →Largest U.S. Nonprofits →Best Rated Nonprofits →Most Efficient Nonprofits

Compare JPMorgan Chase Veba Trust for Key Retirees with other nonprofits in New Jersey and across the country.

We Value Your Privacy
We use cookies and similar technologies to analyze site traffic and improve your experience. By clicking "Accept All", you consent to our use of cookies for analytics and measurement.