EDINA PUBLIC SCHOOLS HEALTH REIMBURSEMENT TRUST

EIN: 260624849 Mutual Benefit

Edina, MN

Total Revenue
$-74,410
Total Expenses
$234,147
Total Assets
$1,060,838
Net Assets
$1,060,838
🔒

Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Sign In — Free (10 views/day)

Financial Trends

Organization Details

Formation Year
2007
Legal Domicile
MN
Principal Officer
BPAS
Phone
9528484980
Tax Period
2023-01-01 to 2023-12-31

EDINA PUBLIC SCHOOLS HEALTH REIMBURSEMENT TRUST, founded in 2007, is a micro nonprofit in the Mutual Benefit sector that reported $74K in total revenue in fiscal year 2023. Revenue fell 135% from the prior year — a significant decline worth monitoring.

Mission

The purpose of the plan is to provide certain employees with an opportunity to receive reimbursement for certain health care expenses.

🔒

Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

Sign in to view Trantor Score and financial metrics

Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Sign In — Free (10 views/day)

Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $0
Program Service Revenue $213,315
Investment Income $-287,725
Other Revenue $0
TOTAL REVENUE $-74,410

Expense Breakdown

Grants Paid $0
Salaries & Benefits $0
Fundraising Expenses $0
Program Expenses $214,553
Other Expenses $19,594
TOTAL EXPENSES $234,147

Year-over-Year Comparison

2023 2022 Change
Revenue $-74,410 $212,955 -1.3%
Expenses $234,147 $240,582 0.0%
Net Income $-308,557 $-27,627 +10.2%
Key Indicators
Grants to Organizations Grants to Individuals Lobbying Political Activity Foreign Activities Donor Advised Fund Schedule B Required
🔒

Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Sign In

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 Benefit 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 $-74,410 $234,147 $1,060,838 $-308,557
2022 $212,955 $240,582 $1,369,395 $-27,627
2021 $208,416 $214,738 $1,397,022 $-6,322
2020 $299,262 $329,204 $1,403,344 $-29,942
2019 $432,836 $269,648 $1,433,286 $163,188
2018 $439,815 $290,042 $1,270,098 $149,773
Explore More Nonprofits
Top 100 Nonprofits in Minnesota Largest U.S. Nonprofits Best Rated Nonprofits Most Efficient Nonprofits

Compare EDINA PUBLIC SCHOOLS HEALTH REIMBURSEMENT TRUST with other nonprofits in Minnesota and across the country.