THE WELLBRIDGE VEBA TRUST

EIN: 846334312

GREENWOOD VILLAGE, CO

Total Revenue
$1,449,706
Total Expenses
$1,500,102
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
1999
Legal Domicile
CO
Principal Officer
ED WILLIAMS
Phone
3038660800
Tax Period
2021-01-01 to 2021-12-31

THE WELLBRIDGE VEBA TRUST, founded in 1999, is a community nonprofit that reported $1.4M in total revenue in fiscal year 2021. Revenue fell 22% from the prior year — a significant decline worth monitoring.

Mission

THIS TRUST IS SOLEY MAINTAINED TO PROVIDE HEALTH & WELFARE BENEFITS FOR PLAN PARTICIPANTS.

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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 (2021)

Revenue Breakdown

Contributions & Grants $0
Program Service Revenue $1,449,706
Investment Income $0
Other Revenue $0
TOTAL REVENUE $1,449,706

Expense Breakdown

Grants Paid $0
Salaries & Benefits $0
Fundraising Expenses $0
Program Expenses $1,500,102
Other Expenses $194,221
TOTAL EXPENSES $1,500,102

Year-over-Year Comparison

2021 2020 Change
Revenue $1,449,706 $1,868,377 -0.2%
Expenses $1,500,102 $1,894,039 -0.2%
Net Income $-50,396 $-25,662 +1.0%
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
1

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
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
ED WILLIAMS TRUSTEE 1.00
Director
$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
2021 $1,449,706 $1,500,102 No data $-50,396
2020 $1,868,377 $1,894,039 $65,143 $-25,662
2019 $3,094,576 $3,227,002 $99,590 $-132,426
2018 $3,171,865 $3,277,637 $231,126 $-105,772
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