THE WELLBRIDGE VEBA TRUST

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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

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 WAS ESTABLISHED AND WILL BE MAINTAINED AS THE SEPARATE, VOLUNTARY EMPLOYEES BENEFICIARY ASSOCIATION, VEBA, FOR THE SOLE PURPOSE OF PROVIDING HEALTH AND WELFARE BENEFITS FOR PLAN PARTICIPANTS.

Program Service Accomplishments

Program 1

Expenses: $1,500,102 Revenue: $1,449,706

PROVIDE HEALTH AND WELFARE BENEFITS TO EMPLOYEES OF THEWELLBRIDGE ORGANIZATION UNDER STARMARK MANAGEMENT HOLDINGS, LLC.

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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 (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

Governance

Voting Members

Independent Members

N/A

Employees

N/A

Volunteers

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
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