Civic Intelligence

Matheny Veba Plan and Trust

EIN 83-0699401 • 501(c)9 • Peapack, NJ

Profile

The plan sponsor's purpose in establishing the plan is to protect eligible employees and their dependents against certain health expenses and to help defray the financial effects arising from injury or sickness. To accomplish this purpose, the plan sponsor must be mindful of the need to control and minimize health care costs through innovative and efficient plan design and cost containment provisions, and of abiding by the terms of the plan document, to allow the plan sponsor to effectively assign the resources available to help participants in the plan to the maximum feasible extent.

65 Highland AvenuePeapack, NJ 07977

n/A

Siviq Scores

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

Liabilities / Assets

31st percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

501(c)9 • $5M-$10M nonprofits • Source year 2024

Liabilities / Revenue

38th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

501(c)9 • $5M-$10M nonprofits • Source year 2024

Net Margin

35th percentile

-0.4%

Higher net margin than 35% of similar nonprofits.

501(c)9 • $5M-$10M nonprofits • Source year 2024

Top Officer Pay

51st percentile

$373

Higher top officer pay than 51% of similar nonprofits.

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

501(c)9 • $5M-$10M nonprofits • Source year 2024

Asset Growth

13th percentile

-49%

Faster asset growth than 13% of similar nonprofits.

501(c)9 • $5M-$10M nonprofits • Annualized from 2023 to 2024

Revenue Growth

23rd percentile

-4.9%

Faster revenue growth than 23% of similar nonprofits.

501(c)9 • $5M-$10M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets31st percentile

Assets

Down

$26,574

Down $25,093 (-49%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Down

$26,574

Down $25,093 (-49%) from 2023

Operations
Liabilities / Revenue38th percentileNet Margin35th percentile

Revenue

Down

$6,059,911

Down $314,678 (-4.9%) from 2023

Expenses

Down

$6,085,004

Down $399,307 (-6.2%) from 2023

Net Income

Up

-$25,093

Up $84,629 (+77%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth13th percentile

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

$1.0M$500K$0Assets 2018: $951,217Liabilities 2018: $0Net Assets 2018: $951,2172018Assets 2019: $556,580Liabilities 2019: $0Net Assets 2019: $556,5802019Assets 2020: $256,938Liabilities 2020: $0Net Assets 2020: $256,9382020Assets 2021: $394,593Liabilities 2021: $0Net Assets 2021: $394,5932021Assets 2022: $161,389Liabilities 2022: $0Net Assets 2022: $161,3892022Assets 2023: $51,667Liabilities 2023: $0Net Assets 2023: $51,6672023Assets 2024: $26,574Liabilities 2024: $0Net Assets 2024: $26,5742024

Highlighted filing

2024

Assets$26,574
Liabilities$0
Net Assets$26,574
Open 2024 Filing

Operations Trend

Revenue Growth23rd percentile

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

$8.0M$6.0M$4.0M$2.0M$0-$2.0MRevenue 2018: $2,908,274Expenses 2018: $1,957,057Net Income 2018: $951,2172018Revenue 2019: $4,812,760Expenses 2019: $5,207,397Net Income 2019: -$394,6372019Revenue 2020: $5,202,074Expenses 2020: $5,501,716Net Income 2020: -$299,6422020Revenue 2021: $5,378,136Expenses 2021: $5,240,481Net Income 2021: $137,6552021Revenue 2022: $5,628,274Expenses 2022: $5,861,478Net Income 2022: -$233,2042022Revenue 2023: $6,374,589Expenses 2023: $6,484,311Net Income 2023: -$109,7222023Revenue 2024: $6,059,911Expenses 2024: $6,085,004Net Income 2024: -$25,0932024

Highlighted filing

2024

Revenue$6,059,911
Expenses$6,085,004
Net Income-$25,093
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
$26,574
Liabilities
$0
Net assets
$26,574
Revenue
$6,059,911
Expenses
$6,085,004
Net income
-$25,093
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.03$0.00$0.03$6.06$6.09$0.03
2023Detailed filing. Detailed filing data is available for this year.$0.05$0.00$0.05$6.37$6.48$0.11
2022Detailed filing. Detailed filing data is available for this year.$0.16$0.00$0.16$5.63$5.86$0.23
2021Detailed filing. Detailed filing data is available for this year.$0.39$0.00$0.39$5.38$5.24$0.14
2020Detailed filing. Detailed filing data is available for this year.$0.26$0.00$0.26$5.20$5.50$0.30
2019Detailed filing. Detailed filing data is available for this year.$0.56$0.00$0.56$4.81$5.21$0.39
2018Detailed filing. Detailed filing data is available for this year.$0.95$0.00$0.95$2.91$1.96$0.95
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Nov 11, 2025
Return Version
2024v5.2
Gross Receipts
$6,059,911
Mission and Program Overview

Mission

The plan sponsor's purpose in establishing the plan is to protect eligible employees and their dependents against certain health expenses and to help defray the financial effects arising from injury or sickness. To accomplish this purpose, the plan sponsor must be mindful of the need to control and minimize health care costs through innovative and efficient plan design and cost containment provisions, and of abiding by the terms of the plan document, to allow the plan sponsor to effectively assign the resources available to help participants in the plan to the maximum feasible extent.

To protect eligible employees and their dependents against certain health expenses.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$51,667$26,574▼ $25,093
Rtn Earn Endowment Incm Other Fnds$51,667$26,574▼ $25,093
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$51,667$26,574▼ $25,093
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$51,667$26,574▼ $25,093
Total Liabilities and Net Assets / Fund Balance$51,667$26,574▼ $25,093
Compensation and Service Providers
Top Officer Pay51st percentile

Employees

NameTitleBaseTotal
-Trustee$373$373
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$6,055,000
Investment Income
$4,911
Other Revenue
$0
Change in Net Assets
$-25,093
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$1,246,627
Salaries, Compensation, and Employee Benefits$373
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Benefits to Members---$4,838,004
Other Expenses---$1,246,627
Current Officers, Directors, Trustees, and Key Employees---$373
Total Functional Expenses$0$0$0$6,085,004
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
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
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, Line 8B

“The board currently does not have any committees, therefore, no minutes were prepared.”

Form 990, Part VI, Section B, Line 11B

“The board reviews the tax return prior to filing with the irs.”

Form 990, Part VI, Section B, Line 12C

“A conflict of interest disclosure statement is completed annually by all matheny board of trustees, officers, and key employees as well as any identified staff. The corporate compliance officer is responsible for monitoring this process. A committee consisting of the vp's of finance, hr, operations, patient care, safety and the compliance officer reviews and addresses any potential conflicts of interest identified. The committee shall make a recommendation to the president or his/her designee regarding appropriate steps to be taken to eliminate the potential effect of the conflict of interest on independence of judgment or patient safety and quality of patient care. The president or his/her designee shall evaluate the committee's recommendation and shall direct the steps necessary. The committee keeps written minutes of their meetings which include identified conflicts, the nature of the conflict, the content of the discussion, and the necessary actions to be taken.”

Form 990, Part VI, Section C, Line 19

“The organization makes its governing documents and conflict of interest policy available to the public upon request.”

Filing and Contact Details

Filer

Filer Name
Matheny Veba Plan and Trust
EIN
83-0699401
Phone
9082340011
Address
65 HIGHLAND AVENUE, PEAPACK, NJ 07977

Signing Officer

Name
William M Kent
Title
President/CEO
Phone
9082340011
Signed
2025-11-11
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Nancy Hamstra
Formed
2018
Legal Domicile
Nj
Voting Board Members
1
Independent Board Members
1
Employees
0
Volunteers
0

Preparer

Firm
Baker Tilly Advisory Group Lp
Address
1570 FRUITVILLE PIKE SUITE 400, LANCASTER, PA 17601
Preparer
Kerri N Bogda
Phone
7177404863
Raw XML Appendix263 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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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE BOARD CURRENTLY DOES NOT HAVE ANY COMMITTEES, THEREFORE, NO MINUTES WERE PREPARED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE BOARD REVIEWS THE TAX RETURN PRIOR TO FILING WITH THE IRS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2A CONFLICT OF INTEREST DISCLOSURE STATEMENT IS COMPLETED ANNUALLY BY ALL MATHENY BOARD OF TRUSTEES, OFFICERS, AND KEY EMPLOYEES AS WELL AS ANY IDENTIFIED STAFF. THE CORPORATE COMPLIANCE OFFICER IS RESPONSIBLE FOR MONITORING THIS PROCESS. A COMMITTEE CONSISTING OF THE VP'S OF FINANCE, HR, OPERATIONS, PATIENT CARE, SAFETY AND THE COMPLIANCE OFFICER REVIEWS AND ADDRESSES ANY POTENTIAL CONFLICTS OF INTEREST IDENTIFIED. THE COMMITTEE SHALL MAKE A RECOMMENDATION TO THE PRESIDENT OR HIS/HER DESIGNEE REGARDING APPROPRIATE STEPS TO BE TAKEN TO ELIMINATE THE POTENTIAL EFFECT OF THE CONFLICT OF INTEREST ON INDEPENDENCE OF JUDGMENT OR PATIENT SAFETY AND QUALITY OF PATIENT CARE. THE PRESIDENT OR HIS/HER DESIGNEE SHALL EVALUATE THE COMMITTEE'S RECOMMENDATION AND SHALL DIRECT THE STEPS NECESSARY. THE COMMITTEE KEEPS WRITTEN MINUTES OF THEIR MEETINGS WHICH INCLUDE IDENTIFIED CONFLICTS, THE NATURE OF THE CONFLICT, THE CONTENT OF THE DISCUSSION, AND THE NECESSARY ACTIONS TO BE TAKEN.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS AND CONFLICT OF INTEREST POLICY AVAILABLE TO THE PUBLIC UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION A, LINE 8B
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION C, LINE 19
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ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0WILLIAM M KENT
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT/CEO
ReturnHeader/BusinessOfficerGrp/PhoneNum09082340011
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-11-11
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ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0390859910
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0BAKER TILLY ADVISORY GROUP LP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01570 FRUITVILLE PIKE SUITE 400
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0LANCASTER
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0PA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd017601
ReturnHeader/PreparerPersonGrp/PhoneNum07177404863
ReturnHeader/PreparerPersonGrp/PreparationDt02025-11-11
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0KERRI N BOGDA
ReturnHeader/ReturnTs02025-11-14T14:03:59-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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