nonprofit · EIN 30-0147180 · NJ
How much does JPMorgan Chase Veba Trust for Retirees raise and spend?
JPMorgan Chase Veba Trust for Retirees (NJ, EIN 30-0147180) reported $22.4M in revenue and $50.1M in expenses for tax year 2023, with $403.7M in net assets (96.7 months of reserves). By expenses that ranks 7,815 of 539,974 e-filers, 159 of 4,852 in NTEE Y: Mutual & Membership Benefit, 138 of 15,049 nonprofits in new jersey.
What stands out
JPMorgan Chase Veba Trust for Retirees (NJ, EIN 30-0147180) reported $22.4M in revenue and $50.1M in expenses for tax year 2023, with $403.7M in net assets (96.7 months of reserves). By expenses that ranks 7,815 of 539,974 e-filers, 159 of 4,852 in NTEE Y: Mutual & Membership Benefit, 138 of 15,049 nonprofits in new jersey. Against NTEE Y: Mutual & Membership Benefit: months of reserves 96.7 months, above the peer median of 32.8 months; officer compensation share of expenses 0.0%, below the peer median of 0.3%; contributions share of revenue 0.0%, at the peer median of 0.0%; surplus margin -123.9%, below the peer median of 7.5%.
Key figures, tax year 2023
As filed on Form 990; ratios computed by FACTANKER. Peer medians are percentile_cont over the group in the same year. Every filed line links to its record on the entity page.
| Measure | 2023 | Median, activity | Median, size | Median, all |
|---|---|---|---|---|
| Total revenue | $22.4M | $175.7k | $21.6M | $194.7k |
| Total expenses | $50.1M | $144.9k | $20.9M | $178.5k |
| Total assets | $405.1M | $1.5M | $29.9M | $775.3k |
| Net assets | $403.7M | $1.3M | $17.0M | $622.5k |
| Officer compensation (total per organisation) | $0 | $23.7k | $609.0k | $113.0k |
| Program service revenue share | 40.3% | 62.1% | 74.7% | 13.8% |
| Contributions share of revenue | 0.0% | 0.0% | 13.8% | 57.5% |
| Officer compensation share of expenses | 0.0% | 0.3% | 2.5% | 6.5% |
| Months of reserves | 96.7 months | 32.8 months | 9.0 months | 12.6 months |
| Surplus margin | -123.9% | 7.5% | 1.8% | 3.9% |
Year by year
2 filings on record.
| Tax year | Revenue | Expenses | Net assets | Reserves | Officer comp. | Rank |
|---|---|---|---|---|---|---|
| 2023 | $22.4M | $50.1M | $403.7M | 96.7 months | $0 | 7,815 |
| 2020 | $31.3M | $59.5M | $554.1M | 111.7 months | $0 | 5,645 |
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