CITY OF SOUTH LAKE TAHOE VEBA HEALTH SAVINGS TRUST

EIN: 263508895 Mutual Benefit

SOUTH LAKE TAHOE, CA

Total Revenue
$226,608
Total Expenses
$687,732
Total Assets
$5,347,156
Net Assets
$5,347,156
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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
2008
Legal Domicile
CA
Principal Officer
MATRIX TRUST COMPANY
Phone
5305426052
Tax Period
2025-01-01 to 2025-12-31

CITY OF SOUTH LAKE TAHOE VEBA HEALTH SAVINGS TRUST, founded in 2008, is a small nonprofit in the Mutual Benefit sector that reported $227K in total revenue in fiscal year 2025. Revenue decreased 14% compared to the prior year. Expenses of $688K exceeded revenue, resulting in a 203% operating deficit.

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 $57,929
Investment Income $168,679
Other Revenue $0
TOTAL REVENUE $226,608

Expense Breakdown

Grants Paid $0
Salaries & Benefits $0
Fundraising Expenses $0
Other Expenses $8,996
TOTAL EXPENSES $687,732

Year-over-Year Comparison

2025 2024 Change
Revenue $226,608 $262,189 -0.1%
Expenses $687,732 $735,322 -0.1%
Net Income $-461,124 $-473,133 0.0%
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
N/A
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
$500 $0 $500
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 $226,608 $687,732 $5,347,156 $-461,124
2024 $262,189 $735,322 $5,639,874 $-473,133
2023 $209,578 $745,892 $5,925,928 $-536,314
2022 $1,068,922 $1,943,965 $6,229,342 $-875,043
2021 $439,133 $1,405,271 $7,596,613 $-966,138
2020 $4,320,547 $4,974,353 $8,357,442 $-653,806
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