EMPLOYER CONTRIBUTION VEBA TRUST SOUTHERN METHODIST UNIVERSITY (EIN 047026330) - 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

EMPLOYER CONTRIBUTION VEBA TRUST SOUTHERN METHODIST UNIVERSITY, founded in 2007, is a mid-sized nonprofit in the Mutual Benefit sector that reported $16.1M in total revenue in fiscal year 2024. Revenue surged 177% from the prior year, signaling strong growth momentum. The organization ran a surplus of $12.5M, a strong 78% 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 $5,332,840

Investment Income $10,755,407

Other Revenue $0

TOTAL REVENUE $16,088,247

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $101,056

TOTAL EXPENSES $3,616,087

Year-over-Year Comparison

	2024	2023	Change
Revenue	$16,088,247	$5,815,432	+1.8%
Expenses	$3,616,087	$3,028,267	+0.2%
Net Income	$12,472,160	$2,787,165	+3.5%

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	$152	$152

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	$16,088,247	$3,616,087	$58,709,789	$12,472,160
2023	$5,815,432	$3,028,267	$51,319,654	$2,787,165
2022	$7,338,068	$2,912,301	$43,658,195	$4,425,767
2021	$8,284,822	$2,576,276	$48,413,051	$5,708,546
2020	$6,753,732	$2,439,901	$42,272,444	$4,313,831
2019	$5,633,502	$2,406,114	$35,290,075	$3,227,388
2018	$5,966,560	$2,132,924	$28,098,921	$3,833,636

EMPLOYER CONTRIBUTION VEBA TRUST SOUTHERN METHODIST UNIVERSITY