Matheny Veba Plan And Trust
Peapack, New Jersey
Financial Health Score
9-metric score across financial health, operational efficiency, and organizational resilience. Based on IRS Form 990 data.
Above Average
How This Organization Compares
Compared to 2 peers in Mutual & Membership Benefit with $1M-$10M revenue
Financial Trends
5-Year Trend Analysis
Financial Health Indicators
Filing History
6 filings on record| Year | Revenue | Expenses | Assets | |
|---|---|---|---|---|
| 2023 | $6,374,589↑13% | $6,484,311↑11% | $51,667↓68% | — |
| 2022 | $5,628,274↑5% | $5,861,478↑12% | $161,389↓59% | — |
| 2021 | $5,378,136↑3% | $5,240,481↓5% | $394,593↑54% | — |
| 2020 | $5,202,074↑8% | $5,501,716↑6% | $256,938↓54% | — |
| 2019 | $4,812,760↑65% | $5,207,397↑166% | $556,580↓41% | — |
| 2018 | $2,908,274 | $1,957,057 | $951,217 | — |
Frequently Asked Questions
What does Matheny Veba Plan And Trust do?▼
Matheny Veba Plan And Trust 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 Matheny Veba Plan And Trust financially healthy?▼
Based on our 9-metric Financial Health Score model, Matheny Veba Plan And Trust has a score of 56/100 (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 Matheny Veba Plan And Trust generate?▼
Matheny Veba Plan And Trust reports $6.1M in annual revenue and holds $27K in total assets, based on IRS filings.
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