UPS DISPATCHERS UNION VEBA TRUST

EIN: 853030195 Mutual Benefit

LOUISVILLE, KY

Total Revenue
$262,917
Total Expenses
$25,160
Total Assets
$1,583,939
Net Assets
$1,583,939
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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
2020
Legal Domicile
KY
Principal Officer
MATRIX TRUST COMPANY
Phone
5026545032
Tax Period
2025-01-01 to 2025-12-31

UPS DISPATCHERS UNION VEBA TRUST, founded in 2020, is a small nonprofit in the Mutual Benefit sector that reported $263K in total revenue in fiscal year 2025. The organization ran a surplus of $238K, a strong 90% operating margin.

Mission

TO FUND REIMBURSEMENT OF MEDICAL EXPENSES UNDER A HEALTH REIMBURSEMENT ARRANGEMENT.

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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 (2025)

Revenue Breakdown

Contributions & Grants $0
Program Service Revenue $224,723
Investment Income $38,194
Other Revenue $0
TOTAL REVENUE $262,917

Expense Breakdown

Grants Paid $0
Salaries & Benefits $0
Fundraising Expenses $0
Other Expenses $10,229
TOTAL EXPENSES $25,160

Year-over-Year Comparison

2025 2024 Change
Revenue $262,917 $250,530 +0.0%
Expenses $25,160 $17,532 +0.4%
Net Income $237,757 $232,998 +0.0%
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
1
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
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
2025 $262,917 $25,160 $1,583,939 $237,757
2024 $250,530 $17,532 $1,164,090 $232,998
2023 $241,303 $11,448 $843,673 $229,855
2022 $269,309 $30,511 $526,053 $238,798
2021 $285,201 $15,658 $367,228 $269,543
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