EMPLOYER CONTRIBUTION EVANSVILLE UNIVERSITY VEBA TRUST (EIN 047024793) - Form 990 Financial Analysis & Trantor Score

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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

2006

Legal Domicile

Principal Officer

PATRICIA REIMANN

Phone

7162456100

Tax Period

2024-01-01 to 2024-12-31

EMPLOYER CONTRIBUTION EVANSVILLE UNIVERSITY VEBA TRUST, founded in 2006, is a community nonprofit in the Mutual Benefit sector that reported $1.8M in total revenue in fiscal year 2024. Revenue surged 351% from the prior year, signaling strong growth momentum. The organization ran a surplus of $1.4M, a strong 77% operating margin.

Mission

TO PROVIDE QUALIFIED HEALTH AND WELFARE BENEFITS THROUGH A HEALTH REIMBURSEMENT ARRANGEMENT (HRA).

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $86,984

Investment Income $1,700,750

Other Revenue $0

TOTAL REVENUE $1,787,734

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $24,569

TOTAL EXPENSES $409,349

Year-over-Year Comparison

	2024	2023	Change
Revenue	$1,787,734	$396,667	+3.5%
Expenses	$409,349	$441,874	-0.1%
Net Income	$1,378,385	$-45,207	-31.5%

Key Indicators

✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✗ Schedule B Required

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Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

N/A

Volunteers

N/A

Governance Policies

✗ Conflict of Interest Policy

✗ Whistleblower Policy

✗ Document Retention Policy

Special Practices & Reported Activities

✗ Operated a School

✗ Operated a Hospital

✗ Provided First Class Travel

✗ Reported Conflict of Interest

✗ Reported Asset Diversion

✗ Excess Benefit Transaction

✗ Made Political Expenditures

✗ Engaged in Lobbying

✗ Operated Donor Advised Fund

✗ Maintained Art Collections

✗ Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
N/A	TRUSTEE	0.00		$0	$750	$750
N/A	TRUSTEE	0.00		$0	$31	$31

Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year	Revenue	Expenses	Assets	Net Income
2024	$1,787,734	$409,349	$8,216,700	$1,378,385
2023	$396,667	$441,874	$7,753,855	$-45,207
2022	$701,496	$376,312	$7,093,856	$325,184
2021	$726,203	$361,798	$8,256,841	$364,405
2020	$660,873	$300,776	$7,844,690	$360,097
2019	$725,394	$377,322	$7,003,478	$348,072
2018	$872,506	$349,013	$5,879,875	$523,493

EMPLOYER CONTRIBUTION EVANSVILLE UNIVERSITY VEBA TRUST