S Washington Co Schools Dist 833 VEBA Trust

EIN: 272352484 Mutual Benefit

Cottage Grove, MN

Total Revenue
$5,595,173
Total Expenses
$4,901,131
Total Assets
$18,392,999
Net Assets
$18,392,999
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Financial Vulnerability Assessment (Tuckman-Chang)

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Financial Trends

Organization Details

Formation Year
2010
Legal Domicile
MN
Principal Officer
Hand Benefit Trust Co
Phone
6514256279
Tax Period
2024-01-01 to 2024-12-31

S Washington Co Schools Dist 833 VEBA Trust, founded in 2010, is a community nonprofit in the Mutual Benefit sector that reported $5.6M in total revenue in fiscal year 2024. Expenses of $4.9M left a modest 12% surplus.

Mission

A voluntary employees' beneficiary association (VEBA)to fund reimbursement of eligible 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 (2024)

Revenue Breakdown

Contributions & Grants $0
Program Service Revenue $5,408,336
Investment Income $186,837
Other Revenue $0
TOTAL REVENUE $5,595,173

Expense Breakdown

Grants Paid $0
Salaries & Benefits $0
Fundraising Expenses $0
Program Expenses $4,787,019
Other Expenses $114,112
TOTAL EXPENSES $4,901,131

Year-over-Year Comparison

2024 2023 Change
Revenue $5,595,173 $5,331,691 +0.0%
Expenses $4,901,131 $4,855,803 +0.0%
Net Income $694,042 $475,888 +0.5%
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
2024 $5,595,173 $4,901,131 $18,392,999 $694,042
2023 $5,331,691 $4,855,803 $17,131,516 $475,888
2022 $5,210,966 $4,478,500 $16,159,625 $732,466
2021 $5,368,743 $3,629,971 $13,555,714 $1,738,772
2021 $5,491,152 $4,079,434 $15,384,332 $1,411,718
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