SOUTHWEST SCHOOL CORPORATION VEBA HEALTH SAVINGS TRUST

EIN: 272669820 Mutual Benefit

SULLIVAN, IN

Total Revenue
$785,904
Total Expenses
$359,292
Total Assets
$6,297,081
Net Assets
$6,297,081
🔒

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
2010
Legal Domicile
IN
Principal Officer
DIANE HICKS
Phone
8122686311
Tax Period
2024-05-01 to 2025-04-30

SOUTHWEST SCHOOL CORPORATION VEBA HEALTH SAVINGS TRUST, founded in 2010, is a small nonprofit in the Mutual Benefit sector that reported $786K in total revenue in fiscal year 2024. Revenue surged 209% from the prior year, signaling strong growth momentum. The organization ran a surplus of $427K, a strong 54% operating margin.

Mission

TO FUND REIMBURSEMENT OF MEDICAL EXPENSES UNDER A HEALTH REIMBURSEMENT ARRANGEMENT.

🔒

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 (2024)

Revenue Breakdown

Contributions & Grants $0
Program Service Revenue $120,720
Investment Income $665,184
Other Revenue $0
TOTAL REVENUE $785,904

Expense Breakdown

Grants Paid $0
Salaries & Benefits $0
Fundraising Expenses $0
Other Expenses $23,108
TOTAL EXPENSES $359,292

Year-over-Year Comparison

2024 2023 Change
Revenue $785,904 $254,662 +2.1%
Expenses $359,292 $320,598 +0.1%
Net Income $426,612 $-65,936 -7.5%
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
N/A TRUSTEE 1.00
$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
2025 $785,904 $359,292 $6,297,081 $426,612
2024 $254,662 $320,598 $6,203,043 $-65,936
2023 $361,316 $384,355 $5,874,172 $-23,039
2022 $604,561 $559,765 $6,133,506 $44,796
2021 $358,502 $200,762 $6,962,393 $157,740
Explore More Nonprofits
→Top 100 Nonprofits in Indiana →Largest U.S. Nonprofits →Best Rated Nonprofits →Most Efficient Nonprofits

Compare SOUTHWEST SCHOOL CORPORATION VEBA HEALTH SAVINGS TRUST with other nonprofits in Indiana and across the country.

We Value Your Privacy
We use cookies and similar technologies to analyze site traffic and improve your experience. By clicking "Accept All", you consent to our use of cookies for analytics and measurement.