CENTER FOR ENERGY & ENVIRONMENT VEBA HEALTH SAVINGS Trust

EIN: 208464879 Mutual Benefit

Minneapolis, MN

Total Revenue
$214,760
Total Expenses
$166,781
Total Assets
$689,253
Net Assets
$689,253
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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
MN
Principal Officer
Stephanie Haddad
Phone
6123355858
Tax Period
2023-01-01 to 2023-12-31

CENTER FOR ENERGY & ENVIRONMENT VEBA HEALTH SAVINGS Trust, founded in 2007, is a small nonprofit in the Mutual Benefit sector that reported $215K in total revenue in fiscal year 2023. Revenue grew 11% year-over-year, indicating healthy expansion. The organization ran a surplus of $48K, a strong 22% operating margin.

Mission

A voluntary employees' beneficiary association (VEBA) to fund reimbursement of eligible 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 (2023)

Revenue Breakdown

Contributions & Grants $0
Program Service Revenue $210,400
Investment Income $4,360
Other Revenue $0
TOTAL REVENUE $214,760

Expense Breakdown

Grants Paid $0
Salaries & Benefits $0
Fundraising Expenses $0
Program Expenses $159,906
Other Expenses $6,875
TOTAL EXPENSES $166,781

Year-over-Year Comparison

2023 2022 Change
Revenue $214,760 $193,570 +0.1%
Expenses $166,781 $155,546 +0.1%
Net Income $47,979 $38,024 +0.3%
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
Hand Benefits and Trust Trustee 1.0
$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 No data No data No data No data
2023 $214,760 $166,781 $689,253 $47,979
2022 $193,570 $155,546 $620,583 $38,024
2021 $190,026 $146,705 $597,382 $43,321
2020 $189,986 $107,490 $549,642 $82,496
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