DAVID J LOUIE VOLUNTARY EMPLOYEES BENEFICIARY ASSOCIATION TRUST (EIN 843203174) - Form 990 Financial Analysis & Trantor Score

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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

Principal Officer

STEPHEN GOLDBLATT

Phone

7183326474

Tax Period

2020-01-01 to 2020-12-31

DAVID J LOUIE VOLUNTARY EMPLOYEES BENEFICIARY ASSOCIATION TRUST, founded in 2018, is a micro nonprofit that reported $39K in total revenue in fiscal year 2020. Revenue fell 69% from the prior year — a significant decline worth monitoring. Expenses of $57K exceeded revenue, resulting in a 48% operating deficit.

Mission

THE DAVID J LOUIE VOLUNTARY EMPLOYEES' BENEFICIARY ASSOCIATION TRUST (THE "TRUST") IS FUNDED BY DAVID J LOUIE INC. THE TRUST IS REFERRED TO AS A VOLUNTARY EMPLOYEE BENEFICIARY ASSOCIATION OR VEBA. THE TRUST WAS ESTABLISHED TO FUND THE OPERATIONS OF THE PLAN.

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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%)

Financial Overview (2020)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $38,547

Investment Income $0

Other Revenue $0

TOTAL REVENUE $38,547

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $0

Other Expenses $11,400

TOTAL EXPENSES $56,930

Year-over-Year Comparison

	2020	2019	Change
Revenue	$38,547	$125,434	-0.7%
Expenses	$56,930	$128,850	-0.6%
Net Income	$-18,383	$-3,416	+4.4%

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

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
N/A	TRUSTEE	1.00		$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
2020	$38,547	$56,930	No data	$-18,383
2019	$125,434	$128,850	$11,641	$-3,416

DAVID J LOUIE VOLUNTARY EMPLOYEES BENEFICIARY ASSOCIATION TRUST