Jpmorgan Chase Veba Trust for Retirees

Jersey City, New Jersey

BHealth Score
61B

Financial Health Score

9-metric score across financial health, operational efficiency, and organizational resilience. Based on IRS Form 990 data.

Above Average

5-point penalty for stale filing data

How This Organization Compares

Compared to 22 peers in Mutual & Membership Benefit with $10M-$100M revenue

Working Capital Ratio (net assets ÷ expenses)

This Org9.31×
Peer Median10.70×
💰
$31.3M
Total Revenue
📊
$59.5M
Total Expenses
🏦
$554.1M
Net Assets
📋
$419K
Total Liabilities

Financial Trends

5-Year Trend Analysis

Financial Health Indicators

Revenue Growth
-12.2%
Year-over-year change (2019 → 2020)
Net Margin
-90.0%
Revenue minus expenses as % of revenue
Working Capital Ratio
9.31
Net assets divided by total expenses
Liabilities-to-Assets
0.1%
Total liabilities as % of total assets

Filing History

10 filings on record
YearRevenueExpensesAssets
2020$31,325,91812%$59,531,54610%$554,518,6362%
2019$35,665,55134%$66,440,0332%$565,540,878
2018$26,638,53696%$67,730,9798%$564,238,7567%
2017$674,451,309832%$73,739,948$603,677,48321301%
2016$72,371,15817%$73,578,14315%$2,820,81529%
2015$87,447,95239%$86,125,85543%$3,996,48644%
2014$143,658,883$152,203,7386%$2,771,02675%
2013$143,136,7004%$143,180,0124%$11,277,6571%
2012$148,435,06115%$148,540,04710%$11,206,064
2011$173,917,142$165,398,523$11,198,177

Frequently Asked Questions

What does Jpmorgan Chase Veba Trust for Retirees do?

Jpmorgan Chase Veba Trust for Retirees is a mutual & membership benefit nonprofit organization based in New Jersey. It is classified under NTEE code Y43 and is registered as a 501(c) tax-exempt organization with the IRS.

Is Jpmorgan Chase Veba Trust for Retirees financially healthy?

Based on our 9-metric Financial Health Score model, Jpmorgan Chase Veba Trust for Retirees has a score of 61/100 (Grade: B). This score evaluates working capital, surplus consistency, debt ratio, revenue trends, program spending, fundraising efficiency, executive compensation, revenue diversification, and vulnerability indicators.

How much revenue does Jpmorgan Chase Veba Trust for Retirees generate?

Jpmorgan Chase Veba Trust for Retirees reports $21.6M in annual revenue and holds $373.5M in total assets, based on IRS filings.

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