KATZSON BROS INC VEBA PLAN & TRUST

EIN: 840960403

ENGLEWOOD, CO

Total Revenue
$50,398
Total Expenses
$2,368
Total Assets
$316,101
Net Assets
$316,101
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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
1983
Legal Domicile
CO
Principal Officer
RICHARD H RIGHT
Phone
3038933535
Tax Period
2023-08-01 to 2024-07-31

KATZSON BROS INC VEBA PLAN & TRUST, founded in 1983, is a micro nonprofit that reported $50K in total revenue in fiscal year 2023. Revenue surged 60% from the prior year, signaling strong growth momentum. The organization ran a surplus of $48K, a strong 95% operating margin.

Mission

HEALTH BENEFITS

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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 $0
Investment Income $10,711
Other Revenue $39,687
TOTAL REVENUE $50,398

Expense Breakdown

Grants Paid $0
Salaries & Benefits $0
Fundraising Expenses $0
Other Expenses $2,368
TOTAL EXPENSES $2,368

Year-over-Year Comparison

2023 2022 Change
Revenue $50,398 $31,424 +0.6%
Expenses $2,368 $1,190 +1.0%
Net Income $48,030 $30,234 +0.6%
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
1
$195,000
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
RICHARD H RIGHT TRUSTEE 0.00
Director
$0 $0 $195,000
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
2025 No data No data No data No data
2024 $50,398 $2,368 $316,101 $48,030
2023 $31,424 $1,190 $268,071 $30,234
2022 $134,499 $303,626 $237,837 $-169,127
2021 $-292 $15,816 $533,200 $-16,108
2020 $17,358 $52,041 $403,693 $-34,683
2019 $23,790 $219,261 $438,376 $-195,471
2018 $76,784 $16,896 $633,847 $59,888
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