UAW-GM VOLUNTARY EMPLOYEES BENEFIC… - Form 990 Financial Data

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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

2022

Legal Domicile

Principal Officer

ARTHUR HUBER

Phone

2488308045

Tax Period

2023-01-01 to 2023-12-31

Mission

THE FUND OPERATES AS A VEBA TRUST TO PROVIDE TUITION ASSISTANCE AND JOINT LEARNING BENEFITS TO ELIGIBLE EMPLOYEES OF GENERAL MOTORS AND THEIR ELIGIBLE DEPENDENTS.

Program Service Accomplishments

Program 1

PROVIDE TUITION ASSISTANCE AND JOINT LEARNING BENEFITS TO ELIGIBLE EMPLOYEES OF GENERAL MOTERS COVERED BY A COLLECTIVE BARGAINING AGREEMENT BETWEEN GM AND THE INTERNATIONAL UNION, UNITED AUTOMOBILE, AEROSPACE AND AGRICULTURAL IMPLEMENT WORKERS OF AMERICA, AFL-CIO, AND ITS AFFILIATES AND THEIR ELIGIBLE DEPENDENTS.

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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 (2023)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $0

Investment Income $0

Other Revenue $0

TOTAL REVENUE $0

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $280,890

TOTAL EXPENSES $2,055,214

Year-over-Year Comparison

	2023	2022	Change
Revenue	N/A	$8,539,096	-1.0%
Expenses	$2,055,214	$2,737,043	-0.2%
Net Income	N/A	$5,802,053	N/A

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
MICHAEL PEREZ	EMPLOYER TRUSTEE	0.1	Director	$0	$0	$0
ARTHUR HUBER	EMPLOYER TRUSTEE/CO-CHAIR	0.5	Director	$0	$0	$0
SHAWN DAVIS	EMPLOYER TRUSTEE	0.1	Director	$0	$0	$0
MICHAEL BOOTH	UNION TRUSTEE	0.1	Director	$0	$0	$0
DAVID SHOEMAKER	UNION TRUSTEE/CO-CHAIR	0.5	Director	$0	$0	$0
DELRICO LOYD	UNION TRUSTEE	0.1	Director	$0	$0	$0
SEE SCHEDULE O FOR COMPENSATION	PAID BY RELATED ORGANIZATIONS	0.0	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
2024	No data	No data	No data	No data
2023	No data	$2,055,214	$7,738,940	No data
2022	$8,539,096	$2,737,043	$8,328,348	$5,802,053

UAW-GM VOLUNTARY EMPLOYEES BENEFICIARY ASSOCIATION TRUST FUND