EMPLOYER CONTRIBUTION VEBA TRUST POINT

EIN: 276052364

CHARLOTTE, NC

Total Revenue
$172,378
Total Expenses
$65,442
Total Assets
$2,373,233
Net Assets
$2,373,233
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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
MO
Principal Officer
SAMARA TIMMS
Phone
8775353910
Tax Period
2023-01-01 to 2023-12-31

EMPLOYER CONTRIBUTION VEBA TRUST POINT, founded in 2008, is a small nonprofit that reported $172K in total revenue in fiscal year 2023. The organization ran a surplus of $107K, a strong 62% operating margin.

Mission

TO PROVIDE RETIREE HEALTH BENEFITS TO THE EMPLOYER'S FORMER EMPLOYEES AND THEIR SPOUSES AND DEPENDENTS, ALTHOUGH OTHER BENEFITS MAY BE PROVIDED AS DESCRIBED IN THE PLAN DOCUMENT.

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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 (2023)

Revenue Breakdown

Contributions & Grants $0
Program Service Revenue $103,943
Investment Income $68,435
Other Revenue $0
TOTAL REVENUE $172,378

Expense Breakdown

Grants Paid $0
Salaries & Benefits $0
Fundraising Expenses $0
Other Expenses $25,074
TOTAL EXPENSES $65,442

Year-over-Year Comparison

2023 2022 Change
Revenue $172,378 $171,740 +0.0%
Expenses $65,442 $79,973 -0.2%
Net Income $106,936 $91,767 +0.2%
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 1.0
$750 $0 $750
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 No data No data No data No data
2023 $172,378 $65,442 $2,373,233 $106,936
2022 $171,740 $79,973 $2,051,791 $91,767
2021 $190,176 $65,481 $2,360,622 $124,695
2020 $179,949 $66,643 $2,149,968 $113,306
2019 $137,646 $47,383 $1,841,477 $90,263
2018 $302,974 $39,445 $1,512,609 $263,529
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