YOUNG BROTHERS LIMITED VEBA TRUST FOR BARGAINING UNIT EMPLOYEES (EIN 990345010) - 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

1999

Legal Domicile

Principal Officer

CHRIS EDWARDS

Phone

8085439311

Tax Period

2023-01-01 to 2023-12-31

YOUNG BROTHERS LIMITED VEBA TRUST FOR BARGAINING UNIT EMPLOYEES, founded in 1999, is a micro nonprofit in the Mutual Benefit sector that reported $79K in total revenue in fiscal year 2023. Revenue fell 90% from the prior year — a significant decline worth monitoring. Expenses of $758K exceeded revenue, resulting in a 854% operating deficit.

Mission

PROVIDE POSTRETIREMENT BENEFITS TO ELIGIBLE BARGAINING UNIT EMPLOYEES OF YOUNG BROTHERS, LTD.

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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 $77,750

Program Service Revenue $0

Investment Income $211

Other Revenue $1,521

TOTAL REVENUE $79,482

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $180,882

TOTAL EXPENSES $758,280

Year-over-Year Comparison

	2023	2022	Change
Revenue	$79,482	$776,434	-0.9%
Expenses	$758,280	$845,699	-0.1%
Net Income	$-678,798	$-69,265	+8.8%

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

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
CHRIS EDWARDS	COMMITTEE MEMBER	0.25	Director	$0	$0	$0
KRIS NAKAGAWA	COMMITTEE MEMBER	0.25	Director	$0	$0	$0
ALAIN DURAND	COMMITTEE MEMBER	0.25	Director	$0	$0	$0
STEVE HAFT	COMMITTEE MEMBER	0.25	Director	$0	$0	$0
N/A	COMPANY TRUSTEE	1.00		$29,826	$0	$29,826

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	$79,482	$758,280	$18,990,369	$-678,798
2022	$776,434	$845,699	$17,083,144	$-69,265
2021	$674,293	$741,501	$21,418,687	$-67,208
2020	$1,460,721	$626,596	$19,584,279	$834,125
2019	$787,269	$591,275	$17,662,151	$195,994
2018	$998,297	$531,933	$15,004,797	$466,364

YOUNG BROTHERS LIMITED VEBA TRUST FOR BARGAINING UNIT EMPLOYEES