EMPLOYEE CONTRIBUTION VEBA TRUST SOUTHERN METHODIST UNIVERSITY (EIN 047026329) - 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

2007

Legal Domicile

Principal Officer

PATRICIA REIMANN

Phone

7162456100

Tax Period

2024-01-01 to 2024-12-31

EMPLOYEE CONTRIBUTION VEBA TRUST SOUTHERN METHODIST UNIVERSITY, founded in 2007, is a small nonprofit in the Mutual Benefit sector that reported $894K in total revenue in fiscal year 2024. Revenue grew 19% year-over-year, indicating healthy expansion. The organization ran a surplus of $180K, a strong 20% 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 $682,535

Investment Income $211,342

Other Revenue $0

TOTAL REVENUE $893,877

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $447

TOTAL EXPENSES $714,169

Year-over-Year Comparison

	2024	2023	Change
Revenue	$893,877	$750,710	+0.2%
Expenses	$714,169	$744,241	0.0%
Net Income	$179,708	$6,469	+26.8%

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	$0	$0

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	$893,877	$714,169	$1,177,998	$179,708
2023	$750,710	$744,241	$1,104,027	$6,469
2022	$826,069	$788,090	$1,012,498	$37,979
2021	$839,319	$784,486	$1,158,719	$54,833
2020	$828,151	$778,058	$1,099,701	$50,093
2019	$788,677	$755,648	$994,253	$33,029
2018	$838,335	$792,186	$868,480	$46,149

EMPLOYEE CONTRIBUTION VEBA TRUST SOUTHERN METHODIST UNIVERSITY