RETIREMENT ENHANCEMENT AND BENEFIT ALTERNATIVES VEBA TRUST II

EIN: 201902342 Mutual Benefit

MINNEAPOLIS, MN

Total Revenue
$1,244,309
Total Expenses
$873,858
Total Assets
$8,199,120
Net Assets
$8,199,120
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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
2005
Legal Domicile
MN
Principal Officer
VOYA INSTITUTIONAL TRUST
Phone
6124364600
Tax Period
2025-01-01 to 2025-12-31

RETIREMENT ENHANCEMENT AND BENEFIT ALTERNATIVES VEBA TRUST II, founded in 2005, is a community nonprofit in the Mutual Benefit sector that reported $1.2M in total revenue in fiscal year 2025. The organization ran a surplus of $370K, a strong 30% operating margin.

Mission

TO FUND REIMBURSEMENT OF MEDICAL EXPENSES UNDER A HEALTH REIMBURSEMENT ARRANGEMENT.

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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%)

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Financial Overview (2025)

Revenue Breakdown

Contributions & Grants $0
Program Service Revenue $1,042,942
Investment Income $201,367
Other Revenue $0
TOTAL REVENUE $1,244,309

Expense Breakdown

Grants Paid $0
Salaries & Benefits $0
Fundraising Expenses $0
Other Expenses $12,761
TOTAL EXPENSES $873,858

Year-over-Year Comparison

2025 2024 Change
Revenue $1,244,309 $1,252,543 0.0%
Expenses $873,858 $874,762 0.0%
Net Income $370,451 $377,781 0.0%
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

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Governance

Voting Members
1
Independent Members
1
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
0
$0
Total Directors
0
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
N/A TRUSTEE 1.00
$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
2025 $1,244,309 $873,858 $8,199,120 $370,451
2024 No data No data No data No data
2023 $1,273,715 $850,505 $7,450,888 $423,210
2022 $1,125,391 $802,305 $7,027,678 $323,086
2021 $1,281,831 $699,369 $6,704,592 $582,462
2020 $1,359,113 $580,994 $6,122,130 $778,119
2020 $1,359,113 $1,556,241 $5,146,883 $-197,128
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