Civic Intelligence

Jpmorgan Chase Veba Trust for Retirees

EIN 30-0147180 • 501(c)9 • Jersey City, NJ

Profile

The primary exempt purpose of the veba trust is to provide life insurance, medical, and/or other benefits for certain jpmorgan chase retirees and their eligible dependents.

545 Washington Blvd 12th FLJersey City, NJ 07310

n/A

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

28th percentile

0.00x

Higher debt load relative to assets than 28% of similar nonprofits.

501(c)9 • $250M-$1B nonprofits • Source year 2024

Liabilities / Revenue

35th percentile

0.01x

Higher debt load relative to revenue than 35% of similar nonprofits.

501(c)9 • $250M-$1B nonprofits • Source year 2024

Net Margin

4th percentile

-119%

Higher net margin than 4% of similar nonprofits.

501(c)9 • $250M-$1B nonprofits • Source year 2024

Top Officer Pay

38th percentile

$0

Higher top officer pay than 38% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

501(c)9 • $250M-$1B nonprofits • Source year 2024

Asset Growth

15th percentile

-7.8%

Faster asset growth than 15% of similar nonprofits.

501(c)9 • $250M-$1B nonprofits • Annualized from 2023 to 2024

Revenue Growth

17th percentile

-3.5%

Faster revenue growth than 17% of similar nonprofits.

501(c)9 • $250M-$1B nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets28th percentile

Assets

Down

$373,512,187

Down $31,620,408 (-7.8%) from 2023

Liabilities

Down

$145,836

Down $1,288,555 (-90%) from 2023

Net Assets

Down

$373,366,351

Down $30,331,853 (-7.5%) from 2023

Operations
Liabilities / Revenue35th percentileNet Margin4th percentile

Revenue

Down

$21,601,209

Down $775,454 (-3.5%) from 2023

Expenses

Down

$47,299,102

Down $2,796,079 (-5.6%) from 2023

Net Income

Up

-$25,697,893

Up $2,020,625 (+7.3%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth15th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$600M$400M$200M$0Assets 2012: $11,206,064Liabilities 2012: $0Net Assets 2012: $11,206,0642012Assets 2013: $11,277,657Liabilities 2013: $0Net Assets 2013: $11,277,6572013Assets 2020: $554,518,636Liabilities 2020: $419,361Net Assets 2020: $554,099,2752020Assets 2023: $405,132,595Liabilities 2023: $1,434,391Net Assets 2023: $403,698,2042023Assets 2024: $373,512,187Liabilities 2024: $145,836Net Assets 2024: $373,366,3512024

Highlighted filing

2024

Assets$373,512,187
Liabilities$145,836
Net Assets$373,366,351
Open 2024 Filing

Operations Trend

Revenue Growth17th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$150M$100M$50M$0-$50MExpenses 2012: $148,540,0472012Revenue 2013: $143,136,700Expenses 2013: $143,180,012Net Income 2013: -$43,3122013Revenue 2020: $31,325,918Expenses 2020: $59,531,546Net Income 2020: -$28,205,6282020Revenue 2023: $22,376,663Expenses 2023: $50,095,181Net Income 2023: -$27,718,5182023Revenue 2024: $21,601,209Expenses 2024: $47,299,102Net Income 2024: -$25,697,8932024

Highlighted filing

2024

Revenue$21,601,209
Expenses$47,299,102
Net Income-$25,697,893
Open 2024 Filing

Filings

Most recent year

2024 • Form 990Facts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
$373,512,187
Liabilities
$145,836
Net assets
$373,366,351
Revenue
$21,601,209
Expenses
$47,299,102
Net income
-$25,697,893
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$374$0.15$373$21.6$47.3$25.7
2023Detailed filing. Detailed filing data is available for this year.$405$1.43$404$22.4$50.1$27.7
2020Detailed filing. Detailed filing data is available for this year.$555$0.42$554$31.3$59.5$28.2
2013Detailed filing. Detailed filing data is available for this year.$11.3$0.00$11.3$143$143$0.04
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$11.2$0.00$11.2$149
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Oct 15, 2025
Return Version
2024v5.2
Gross Receipts
$163,814,593
Mission and Program Overview

Mission

The primary exempt purpose of the trust is to provide life insurance, medical, and/or other benefits for certain jpmorgan chase retirees and their eligible dependents.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cap Stk Tr Prin Current Funds$403,698,204$373,366,351▼ $30,331,853
Savings and Temporary Cash Investments$396,739,182$366,121,062▼ $30,618,120
Investments in Publicly Traded Securities$3,371,442$3,718,741▲ $347,299
Accounts Receivable$5,021,971$3,672,384▼ $1,349,587
Cash and Non-Interest-Bearing Accounts$0$0→ $0
Other Notes and Loans Receivable, Net$0$0→ $0
Pledges and Grants Receivable$0$0→ $0
Receivable From Disqualified Prsn$0$0→ $0
Receivables From Officers Etc$0$0→ $0
Investments Other Securities$0$0→ $0
Investments Program Related$0$0→ $0
Land, Buildings, and Equipment, Net$0$0→ $0
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Rtn Earn Endowment Incm Other Fnds$0$0→ $0
Intangible Assets$0$0→ $0
Inventories for Sale or Use$0$0→ $0
Loans From Officers Directors$0$0→ $0
Prepaid Expenses and Deferred Charges$0$0→ $0
Total Assets$405,132,595$373,512,187▼ $31,620,408
Other Assets Total$0$0→ $0
Liabilities
Accounts Payable and Accrued Expenses$1,434,391$145,836▼ $1,288,555
Grants Payable$0$0→ $0
Mortgage Notes Payable Secured by Investment Property$0$0→ $0
Unsecured Notes Loans Payable$0$0→ $0
Other Liabilities$0$0→ $0
Deferred Revenue$0$0→ $0
Escrow Account Liability$0$0→ $0
Tax Exempt Bond Liabilities$0$0→ $0
Total Liabilities$1,434,391$145,836▼ $1,288,555
Net Assets / Fund Balance
Total Net Assets Fund Balance$403,698,204$373,366,351▼ $30,331,853
Total Liabilities and Net Assets / Fund Balance$405,132,595$373,512,187▼ $31,620,408
Compensation and Service Providers
Top Officer Pay38th percentile

Board Members and Trustees

NameTitle
JPMorgan Chase Bank NATrustee
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$8,152,439
Investment Income
$13,448,770
Other Revenue
$0
All Other Contributions
$0
Change in Net Assets
$-25,697,893
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$887,191
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Benefits to Members$46,411,911--$46,411,911
Other Expenses-$887,191-$887,191
Total Functional Expenses$46,411,911$887,191$0$47,299,102
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$0
Fundraising Gross Income$0
Gaming Direct Expenses$0
Gaming Gross Income$0
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Loans from Officers, Directors, Trustees, and Key Employees$0$0→ $0
Receivables from Disqualified Persons$0$0→ $0
Receivables from Officers, Directors, Trustees, and Key Employees$0$0→ $0
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Part VI, Line 11B

“The form 990 is reviewed prior to filing by the trustee and others at the sponsor who are responsible for the administration of the trust.”

Part VI, Line 19

“The Trust's governing documents and financial statements are made available to the public upon request.”

Filing and Contact Details

Filer

Filer Name
JPMorgan Chase VEBA Trust for Retirees
EIN
30-0147180
In Care Of
% ALEXANDER GEORGE
Phone
8442755762
Address
545 WASHINGTON BLVD 12TH FL, JERSEY CITY, NJ 07310

Signing Officer

Name
Bernadette J Branosky
Title
Managing Director
Phone
8442755762
Signed
2025-10-15
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Bernadette J Branosky
Formed
2003
Legal Domicile
Ny
Voting Board Members
1
Independent Board Members
0
Employees
0
Volunteers
0

Preparer

Firm
Andersen Tax LLC
Address
1177 Avenue of the Americas18th Fl, New York, NY 10036
Phone
6462135100
Supplemental Narrative

Additional Explanations

General Information

“Due to character limitations in the software, the organization name "JPMorgan Chase Voluntary Employee Beneficiary Association Trust for Retirees" has been abbreviated to "JPMorgan Chase VEBA Trust for Retirees" for purposes of the Form 990 filing.”

Part XII, Line 1

“The cash method is used, but certain liabilities related to securities are recorded on an accrued basis.”

Raw XML Appendix374 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

Path#Value
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IRS990/AdvertisingGrp/TotalAmt00
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IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt021601209
IRS990/DecisionsSubjectToApprovaInd0false
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IRS990/DeferredRevenueGrp/BOYAmt00
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IRS990/DepreciationDepletionGrp/TotalAmt00
IRS990/Desc0PAYMENT OF BENEFITS FOR PLAN PARTICIPANTS AND THEIR ELIGIBLE DEPENDENTS, AND PLAN ADMINISTRATIVE EXPENSES UNDER THE JPMORGAN CHASE VEBA TRUST FOR RETIREES.
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IRS990/EmployeeCnt00
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IRS990/ForeignActivitiesInd0false
IRS990/ForeignFinancialAccountInd0false
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IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt040.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt00.0
IRS990/Form990PartVIISectionAGrp/InstitutionalTrusteeInd0X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/PersonNm0JPMorgan Chase Bank NA
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
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IRS990/Form990PartVIISectionAGrp/TitleTxt0Trustee
IRS990/Form990ProvidedToGvrnBodyInd0false
IRS990/FormationYr02003
IRS990/FormerOfcrEmployeesListedInd0false
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IRS990/FundraisingAmt00
IRS990/FundraisingDirectExpensesAmt00
IRS990/FundraisingGrossIncomeAmt00
IRS990/GainOrLossGrp/SecuritiesAmt0-2492916
IRS990/GamingActivitiesInd0false
IRS990/GamingDirectExpensesAmt00
IRS990/GamingGrossIncomeAmt00
IRS990/GoverningBodyVotingMembersCnt01
IRS990/GovernmentGrantsAmt00
IRS990/GrantAmt00
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IRS990/GrantsToDomesticOrgsGrp/TotalAmt00
IRS990/GrantsToIndividualsInd0false
IRS990/GrantsToOrganizationsInd0false
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt0139720468
IRS990/GrossReceiptsAmt0163814593
IRS990/GrossSalesOfInventoryAmt00
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0false
IRS990/IncmFromInvestBondProceedsGrp/TotalRevenueColumnAmt00
IRS990/IndependentAuditFinclStmtInd0false
IRS990/IndependentVotingMemberCnt00
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIIInd0X
IRS990/InformationTechnologyGrp/TotalAmt00
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IRS990/InvestmentInJointVentureInd0false
IRS990/InvestmentsOtherSecuritiesGrp/BOYAmt00
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IRS990/InvestmentsProgramRelatedGrp/BOYAmt00
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IRS990/InvestmentsPubTradedSecGrp/BOYAmt03371442
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IRS990/LegalDomicileStateCd0NY
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt0142213384
IRS990/LoanOutstandingInd0false
IRS990/LoansFromOfficersDirectorsGrp/BOYAmt00
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IRS990/LobbyingActivitiesInd0false
IRS990/LocalChaptersInd0false
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IRS990/MembershipDuesAmt00
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingOtherInd0X
IRS990/MinutesOfCommitteesInd0true
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Due to character limitations in the software, the organization name "JPMorgan Chase Voluntary Employee Beneficiary Association Trust for Retirees" has been abbreviated to "JPMorgan Chase VEBA Trust for Retirees" for purposes of the Form 990 filing.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE FORM 990 IS REVIEWED PRIOR TO FILING BY THE TRUSTEE AND OTHERS AT THE SPONSOR WHO ARE RESPONSIBLE FOR THE ADMINISTRATION OF THE TRUST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2The Trust's governing documents and financial statements are made available to the public upon request.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE CASH METHOD IS USED, BUT CERTAIN LIABILITIES RELATED TO SECURITIES ARE RECORDED ON AN ACCRUED BASIS.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0GENERAL INFORMATION
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2PART VI, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3PART XII, LINE 1
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ReturnHeader/BuildTS02025-03-06 01:10:19Z
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ReturnHeader/BusinessOfficerGrp/PersonNm0BERNADETTE J BRANOSKY
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ReturnHeader/ReturnTs02025-11-12T14:14:33-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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