REHMANN GROUP LLC EMPLOYEE WELFARE… - Form 990 Financial Data

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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

Principal Officer

JOAN E PAYNE

Phone

9897999580

Tax Period

2024-01-01 to 2024-12-31

REHMANN GROUP LLC EMPLOYEE WELFARE BENEFIT PLAN (VEBA), founded in 2008, is a mid-sized nonprofit in the Mutual Benefit sector that reported $11.6M in total revenue in fiscal year 2024. Revenue surged 27% from the prior year, signaling strong growth momentum.

Mission

NO FORMAL MISSION STATEMENT.

Program Service Accomplishments

Program 1

HEALTH AND WELFARE BENEFITS WERE PROVIDED TO APPROXIMATELY 878 ELIGIBLE EMPLOYEES, THEIR SPOUSES, AND DEPENDENTS AS WELL AS 969 RETIRED OR SEPARATED PARTICIPANTS.

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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%)

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $11,606,370

Investment Income $0

Other Revenue $0

TOTAL REVENUE $11,606,370

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $1,625,035

TOTAL EXPENSES $11,400,068

Year-over-Year Comparison

	2024	2023	Change
Revenue	$11,606,370	$9,125,159	+0.3%
Expenses	$11,400,068	$9,739,775	+0.2%
Net Income	$206,302	$-614,616	-1.3%

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

Governance

Voting Members

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

Total Directors

$2,075,196

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
STACIE KWAISER	TRUSTEE	0.50	Director	$0	$0	$1,806,342
JOAN E PAYNE	TRUSTEE	0.50	Director	$0	$14,585	$268,854

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	$11,606,370	$11,400,068	$2,474,891	$206,302
2023	$9,125,159	$9,739,775	$2,113,709	$-614,616
2022	$8,586,634	$8,377,722	$2,681,639	$208,912
2021	$8,218,573	$8,048,540	$2,527,322	$170,033
2020	$9,527,300	$7,314,229	$2,313,314	$2,213,071

REHMANN GROUP LLC EMPLOYEE WELFARE BENEFIT PLAN (VEBA)