HEALTH QUEST VEBA HEALTH SAVINGS TRUST

EIN: 274847462 Mutual Benefit

LAGRANGEVILLE, NY

Total Revenue
$320,331
Total Expenses
$654,344
Total Assets
$6,582,527
Net Assets
$6,582,527
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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
2010
Legal Domicile
NY
Principal Officer
MATRIX TRUST COMPANY
Phone
8454759500
Tax Period
2025-01-01 to 2025-12-31

HEALTH QUEST VEBA HEALTH SAVINGS TRUST, founded in 2010, is a small nonprofit in the Mutual Benefit sector that reported $320K in total revenue in fiscal year 2025. Expenses of $654K exceeded revenue, resulting in a 104% 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 $305,944
Investment Income $14,387
Other Revenue $0
TOTAL REVENUE $320,331

Expense Breakdown

Grants Paid $0
Salaries & Benefits $0
Fundraising Expenses $0
Other Expenses $19,585
TOTAL EXPENSES $654,344

Year-over-Year Comparison

2025 2024 Change
Revenue $320,331 $329,900 0.0%
Expenses $654,344 $584,485 +0.1%
Net Income $-334,013 $-254,585 +0.3%
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

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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
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 $320,331 $654,344 $6,582,527 $-334,013
2024 $329,900 $584,485 $6,907,599 $-254,585
2023 $246,422 $673,517 $7,156,334 $-427,095
2022 $323,310 $716,714 $7,574,547 $-393,404
2021 $684,290 $1,118,696 $7,985,996 $-434,406
2020 $730,470 $840,662 $8,422,634 $-110,192
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