Republic Retiree Veba Benefit Tr

Republic Retiree Veba Benefit Tr consistently expends more than its annual revenue, drawing on substantial assets to fund retiree benefits.

EIN: 20642820 · Pittsburgh, PA · NTEE: Y43 · Updated: 2026-03-28

$17.4MRevenue
$6.4MGross Revenue
$86.9MAssets
85/100Mission Score (Excellent)
Y43
Republic Retiree Veba Benefit Tr Financial Summary
MetricValue
Total Revenue$17.4M
Total Expenses$9.6M
Program Spending95%
CEO/Top Officer Pay$86.9
Net Assets$82.8M
Transparency Score85/100

Is Republic Retiree Veba Benefit Tr Legit?

Some Concerns

GoodFiling Consistency
ExcellentSpending Efficiency
GoodTransparency
2 FoundRed Flags

Assessment based on IRS 990 filings, spending patterns, and AI analysis. Not a guarantee of legitimacy. Full charity check →

Republic Retiree Veba Benefit Tr directs 95% of its spending to programs. This exceeds the industry benchmark of 65%, indicating strong mission focus.

About Republic Retiree Veba Benefit Tr

Republic Retiree Veba Benefit Tr (EIN: 20642820) is a nonprofit organization based in Pittsburgh, PA, classified under NTEE code Y43. The organization reported total revenue of $17.4M and total assets of $86.9M according to its most recent IRS 990 filing. This transparency report provides an AI-powered analysis of Republic Retiree Veba Benefit Tr's financial health, spending patterns, executive compensation, and overall mission effectiveness based on publicly available IRS data.

Organization Overview

22Years Operating
LargeSize Classification
13Years of Filings
MixedRevenue Trajectory

Republic Retiree Veba Benefit Tr is a large nonprofit that has been operating for 22 years, with 13 years of IRS 990 filings on record (2011–2023). Revenue has grown at a compound annual rate of -8.5%.

Key Financial Metrics (2023)

From the most recent IRS 990 filing on record:

Total Revenue$6.3M
Total Expenses$9.6M
Surplus / Deficit$-3,331,177
Total Assets$82.9M
Total Liabilities$130K
Net Assets$82.8M
Operating Margin-53.0%
Debt-to-Asset Ratio0.2%
Months of Reserves103.5 months

Financial Health Grade: B

In 2023, Republic Retiree Veba Benefit Tr reported a deficit of $3.3M with expenses exceeding revenue, holds 103.5 months of operating reserves (strong position), has a debt-to-asset ratio of 0.2% (very low leverage).

Financial Trends

Over 13 years of filings (2011–2023), Republic Retiree Veba Benefit Tr's revenue has declined at a compound annual growth rate (CAGR) of -8.5%.

YearRevenue ChangeExpense ChangeAsset Change
2023-5.2%+0.8%+1.2%
2022-18.1%+12.6%-17.0%
2021-23.8%-23.3%+15.8%
2020+12.3%-28.1%-1.6%
2019-13.5%-0.9%-5.6%

IRS Tax-Exempt Classification

IRS Classification Codes1000
IRS Ruling Date2004

Classification data from ProPublica Nonprofit Explorer. Additional BMF data may be available after enrichment.

AI Transparency Report

Republic Retiree Veba Benefit Tr appears to be a stable organization with substantial assets, consistently reporting over $80 million in assets over the past decade, peaking at $98.7 million in 2021. The organization's financial health shows a pattern of expenses often exceeding revenue in recent years, such as in 2023 where expenses were $9,619,633 against revenues of $6,288,456, and in 2022 with expenses of $9,544,135 against revenues of $6,633,144. This suggests the organization is drawing down on its asset base to cover benefit obligations, which is typical for a VEBA (Voluntary Employees' Beneficiary Association) trust. Spending efficiency is difficult to fully assess without a detailed breakdown of program, administrative, and fundraising expenses, which are not provided in the summary data. However, as a VEBA, the primary 'program' is the provision of benefits, and the consistent high expenses relative to revenue indicate significant benefit payouts. The organization's transparency is high in terms of financial reporting, with 13 filings available and consistent reporting of key financial metrics. The absence of officer compensation also points to a lean operational structure, or that compensation is handled through an external administrator, which is common for trusts of this nature.

Mission Effectiveness Score

NonprofitSpending's AI analysis rates Republic Retiree Veba Benefit Tr with a Mission Score of 85 out of 100 (Excellent). This score reflects the organization's overall financial transparency, program spending efficiency, and governance indicators derived from IRS 990 public filings.

Spending Breakdown

According to IRS 990 filings, Republic Retiree Veba Benefit Tr allocates its expenses as follows: admin: 5%, programs: 95%, fundraising: 0%. With 95% directed toward programs, this reflects a strong commitment to its charitable mission.

Key Financial Metrics (2023)

From the most recent IRS 990 filing on record:

$6.3MTotal Revenue
$9.6MTotal Expenses
$82.9MTotal Assets
$130KTotal Liabilities
$82.8MNet Assets

Executive Compensation Analysis

The organization consistently reports 0% officer compensation across all available filings, indicating that executive compensation is either non-existent, paid by a related entity, or handled through administrative fees rather than direct officer salaries from the trust itself. This suggests a very lean or externally managed executive structure relative to its $86.9 million in assets.

Executive compensation data is sourced from IRS 990 filings, which require nonprofits to disclose the compensation of officers, directors, trustees, and key employees. NonprofitSpending analyzes this data relative to the organization's total revenue and sector benchmarks to assess whether executive pay is reasonable.

Red Flags

The following concerns were identified during AI analysis of Republic Retiree Veba Benefit Tr's IRS 990 filings:

Strengths

The following positive indicators were identified for Republic Retiree Veba Benefit Tr:

Frequently Asked Questions about Republic Retiree Veba Benefit Tr

Is Republic Retiree Veba Benefit Tr a legitimate charity?

Based on AI analysis of IRS 990 filings, Republic Retiree Veba Benefit Tr (EIN: 20642820) some concerns. Mission Score: 85/100. 2 red flags identified, 4 strengths noted.

How does Republic Retiree Veba Benefit Tr spend its money?

Republic Retiree Veba Benefit Tr directs 95% of its spending to programs and services. The remaining budget covers administration and fundraising costs.

Are donations to Republic Retiree Veba Benefit Tr tax-deductible?

Republic Retiree Veba Benefit Tr is registered as a tax-exempt nonprofit (EIN: 20642820). Donations to most 501(c)(3) organizations are tax-deductible. Consult a tax professional for your specific situation.

How much does the Republic Retiree Veba Benefit Tr CEO make?

Republic Retiree Veba Benefit Tr's highest-compensated officer earns $86.9 annually. The organization reported $17.4M in total revenue. Executive compensation data is disclosed in IRS 990 filings.

How does Republic Retiree Veba Benefit Tr compare to similar nonprofits?

With a transparency score of 85/100 (Excellent), Republic Retiree Veba Benefit Tr is above average for NTEE category Y43 nonprofits. The score reflects financial transparency, program spending efficiency, and governance quality based on IRS 990 data.

Where is Republic Retiree Veba Benefit Tr located?

Republic Retiree Veba Benefit Tr is headquartered in Pittsburgh, Pennsylvania and files with the IRS under EIN 20642820. It is classified under NTEE code Y43.

How many years of IRS 990 filings does Republic Retiree Veba Benefit Tr have?

Republic Retiree Veba Benefit Tr has 13 years of IRS 990 filings on record at NonprofitSpending. This extensive filing history provides a strong basis for evaluating long-term financial trends. The most recent filing shows $17.4M in total revenue.

How does Republic Retiree Veba Benefit Tr sustain operations with expenses frequently exceeding revenue?

The organization sustains operations by drawing down on its substantial asset base, which has consistently been over $80 million. This is a common operational model for VEBA trusts, where assets are accumulated and then disbursed over time to cover retiree benefits.

What is the primary purpose of Republic Retiree Veba Benefit Tr?

As a VEBA (Voluntary Employees' Beneficiary Association) trust, its primary purpose is to provide health and welfare benefits to retirees, which aligns with its NTEE code Y43 (Employee or Member Welfare Organizations).

Is the organization's asset base sufficient for its long-term obligations?

While the organization has a significant asset base of $86.9 million, the consistent trend of expenses exceeding revenue (e.g., $9.6M expenses vs. $6.2M revenue in 2023) suggests a gradual depletion of assets. A detailed actuarial analysis would be needed to determine the long-term sufficiency relative to future benefit obligations.

Filing History

IRS 990 filing history for Republic Retiree Veba Benefit Tr showing financial trends over 13 years of public records:

Over 13 years of IRS 990 filings (2011–2023), Republic Retiree Veba Benefit Tr's revenue has declined by 65.6%, moving from $18.3M to $6.3M. Total assets increased by 10.3% over the same period, from $75.2M to $82.9M. Total functional expenses fell by 11.3%, from $10.8M to $9.6M. In its most recent filing year (2023), Republic Retiree Veba Benefit Tr reported a deficit of $3.3M, with expenses exceeding revenue. The organization holds $130K in liabilities against $82.9M in assets (debt-to-asset ratio: 0.2%), resulting in net assets of $82.8M.

YearRevenueExpensesAssetsLiabilitiesOfficer Comp. %PDF
2023 $6.3M $9.6M $82.9M $130K View 990
2022 $6.6M $9.5M $81.9M $95K View 990
2021 $8.1M $8.5M $98.7M $106K
2020 $10.6M $11.0M $85.3M $113K
2019 $9.5M $15.4M $86.7M $88K View 990
2018 $10.9M $15.5M $91.8M $145K View 990
2017 $11.7M $14.9M $94.3M $144K View 990
2016 $18.5M $12.8M $93.2M $119K View 990
2015 $16.1M $13.3M $92.8M $92K View 990
2014 $17.1M $12.0M $91.4M $103K View 990
2013 $14.2M $12.4M $78.6M $203K View 990
2012 $8.2M $9.7M $72.5M $221K View 990
2011 $18.3M $10.8M $75.2M $215K View 990

Year-by-Year Financial Summary

View Individual Filing Years

Explore detailed financial data from each IRS 990 filing year for Republic Retiree Veba Benefit Tr:

2023 Filing 2022 Filing 2021 Filing 2020 Filing 2019 Filing 2018 Filing 2017 Filing 2016 Filing 2015 Filing 2014 Filing 2013 Filing 2012 Filing 2011 Filing

Data Sources and Methodology

This transparency report for Republic Retiree Veba Benefit Tr is generated by NonprofitSpending's AI analysis engine. The data is sourced from publicly available IRS 990 filings accessed through the ProPublica Nonprofit Explorer API and IRS electronic filing records. The Mission Score, spending breakdown, and other analytical insights are produced by artificial intelligence and should be used as one of multiple factors when evaluating a nonprofit organization.

IRS 990 forms are annual information returns that most tax-exempt organizations must file with the IRS. These forms provide detailed financial information including revenue, expenses, assets, liabilities, and compensation of officers. NonprofitSpending processes this data to provide accessible transparency reports for donors, researchers, and the general public.

Disclaimer

AI-generated analysis based on IRS public records. Not financial or legal advice. Verify information directly with the organization.

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