CLARK PLEASANT COMMUNITY SCHOOLS VEBA HEALTH SAVINGS TRUST

EIN: 204402461 Mutual Benefit

WHITELAND, IN

Total Revenue
$301,494
Total Expenses
$311,568
Total Assets
$3,856,116
Net Assets
$3,856,116
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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
IN
Principal Officer
CHARLES SCHWAB BANK
Phone
3175357579
Tax Period
2025-01-01 to 2025-12-31

CLARK PLEASANT COMMUNITY SCHOOLS VEBA HEALTH SAVINGS TRUST, founded in 2006, is a small nonprofit in the Mutual Benefit sector that reported $301K in total revenue in fiscal year 2025. Net assets of $3.9M represent 153 months of operating reserves.

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 $0
Investment Income $301,494
Other Revenue $0
TOTAL REVENUE $301,494

Expense Breakdown

Grants Paid $0
Salaries & Benefits $0
Fundraising Expenses $0
Other Expenses $58,984
TOTAL EXPENSES $311,568

Year-over-Year Comparison

2025 2024 Change
Revenue $301,494 $302,903 0.0%
Expenses $311,568 $339,929 -0.1%
Net Income $-10,074 $-37,026 -0.7%
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
$4,269 $0 $4,269
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 $301,494 $311,568 $3,856,116 $-10,074
2024 $302,903 $339,929 $3,864,077 $-37,026
2023 $82,490 $291,817 $3,889,287 $-209,327
2023 $82,490 $291,817 $3,888,116 $-209,327
2022 $209,451 $289,767 $3,750,166 $-80,316
2021 $347,425 $307,023 $4,644,086 $40,402
2020 $136,928 $266,042 $4,449,010 $-129,114
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