ANDERSEN CORPORATION VEBA RET HLTH BN TRUST (EIN 911845900) - 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

1983

Legal Domicile

Principal Officer

TODD CORBO

Phone

6512644071

Tax Period

2025-01-01 to 2025-12-31

ANDERSEN CORPORATION VEBA RET HLTH BN TRUST, founded in 1983, is a mid-sized nonprofit that reported $15.1M in total revenue in fiscal year 2025. Expenses of $29.6M exceeded revenue, resulting in a 96% operating deficit.

Mission

THE MISSON OF THE VEBA IS TO FUND AND PROVIDE BENEFITS UNDER CERTAIN (CONTINUED IN SCH O)EMPLOYEE WELFARE BENEFIT PLANS SPONSORED BY ANDERSEN CORPORATION.

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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 (2025)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $2,569,384

Investment Income $4,814,687

Other Revenue $7,740,148

TOTAL REVENUE $15,124,219

Expense Breakdown

Grants Paid $0

Salaries & Benefits $2,500

Fundraising Expenses $0

Other Expenses $8,429,669

TOTAL EXPENSES $29,645,912

Year-over-Year Comparison

	2025	2024	Change
Revenue	$15,124,219	$14,357,008	+0.1%
Expenses	$29,645,912	$29,281,180	+0.0%
Net Income	$-14,521,693	$-14,924,172	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

Governance

Voting Members

Independent Members

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		$2,500	$0	$2,500

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	$15,124,219	$29,645,912	$223,086,839	$-14,521,693
2024	$14,357,008	$29,281,180	$227,818,983	$-14,924,172
2023	$19,045,141	$27,555,120	$211,038,553	$-8,509,979
2022	$4,908,980	$25,145,803	$159,746,469	$-20,236,823
2021	$7,618,329	$26,500,177	$201,172,173	$-18,881,848
2020	$8,822,358	$25,770,859	$189,088,524	$-16,948,501
2019	$10,198,553	$22,085,821	$175,747,097	$-11,887,268
2018	$9,291,419	$22,718,953	$157,988,457	$-13,427,534

ANDERSEN CORPORATION VEBA RET HLTH BN TRUST