AEGIS GROUP INC Health Investment Plan

EIN: 263501002 Mutual Benefit

Green Bay, WI

Total Revenue
$5,338
Total Expenses
$13,541
Total Assets
$291,057
Net Assets
$291,057
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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
WI
Principal Officer
Aegis Group Inc
Phone
9204699779
Tax Period
2020-01-01 to 2020-12-31

AEGIS GROUP INC Health Investment Plan, founded in 2006, is a micro nonprofit in the Mutual Benefit sector that reported $5K in total revenue in fiscal year 2020. Revenue fell 76% from the prior year — a significant decline worth monitoring. Expenses of $14K exceeded revenue, resulting in a 154% operating deficit.

Mission

A voluntary employee's beneficiary association (VEBA) to fund medical reimbursement of eligible edical 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 (2020)

Revenue Breakdown

Contributions & Grants $0
Program Service Revenue $3,918
Investment Income $1,420
Other Revenue $0
TOTAL REVENUE $5,338

Expense Breakdown

Grants Paid $0
Salaries & Benefits $0
Fundraising Expenses $0
Program Expenses $12,366
Other Expenses $1,175
TOTAL EXPENSES $13,541

Year-over-Year Comparison

2020 2019 Change
Revenue $5,338 $21,814 -0.8%
Expenses $13,541 $18,103 -0.3%
Net Income $-8,203 $3,711 -3.2%
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 Benefit Trust Co 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
2020 $5,338 $13,541 $291,057 $-8,203
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