SUC PG ENERGY HEALTH CARE VEBA

EIN: 251754272

DES MOINES, IA

Total Revenue
$309,770
Total Expenses
$200,188
Total Assets
$7,403,595
Net Assets
$7,403,595
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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
PA
Principal Officer
PRINCIPAL FINANCIAL GROUP
Phone
6025620883
Tax Period
2024-01-01 to 2024-12-31

SUC PG ENERGY HEALTH CARE VEBA, founded in 2007, is a small nonprofit that reported $310K in total revenue in fiscal year 2024. Revenue grew 11% year-over-year, indicating healthy expansion. The organization ran a surplus of $110K, a strong 35% operating margin.

Mission

THE VEBA TRUST IS THE FUNDING VEHICLE FOR THE PLAN SPONSORS PAYMENT OF MEDICAL BENEFITS FOR VEBA BENEFICIARIES OF THE COMPANY

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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 (2024)

Revenue Breakdown

Contributions & Grants $0
Program Service Revenue $0
Investment Income $309,770
Other Revenue $0
TOTAL REVENUE $309,770

Expense Breakdown

Grants Paid $0
Salaries & Benefits $2,563
Fundraising Expenses $0
Other Expenses $66,261
TOTAL EXPENSES $200,188

Year-over-Year Comparison

2024 2023 Change
Revenue $309,770 $277,822 +0.1%
Expenses $200,188 $174,819 +0.1%
Net Income $109,582 $103,003 +0.1%
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 1.0
$2,563 $0 $2,563
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 No data No data No data No data
2024 $309,770 $200,188 $7,403,595 $109,582
2023 $277,822 $174,819 $7,295,244 $103,003
2022 $217,614 $212,783 $7,190,695 $4,831
2021 $173,116 $188,649 $7,190,548 $-15,533
2020 $247,908 $67,413 $7,206,265 $180,495
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