SECURITY BENEFIT HRA INDIANA VEBA TRUST

EIN: 276955554 Mutual Benefit

TOPEKA, KS

Total Revenue
$22,767,251
Total Expenses
$22,036,875
Total Assets
$289,587,349
Net Assets
$289,587,349
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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
2011
Legal Domicile
KS
Principal Officer
UMB BANK NA
Phone
7854383000
Tax Period
2023-01-01 to 2023-12-31

SECURITY BENEFIT HRA INDIANA VEBA TRUST, founded in 2011, is a mid-sized nonprofit in the Mutual Benefit sector that reported $22.8M in total revenue in fiscal year 2023. Expenses of $22.0M left a modest 3% surplus.

Mission

PROVIDE BENEFITS TO HEALTH REIMBURSEMENT ACCOUNT MEMBERS

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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 $10,857,139
Investment Income $11,910,112
Other Revenue $0
TOTAL REVENUE $22,767,251

Expense Breakdown

Grants Paid $0
Salaries & Benefits $0
Fundraising Expenses $0
Program Expenses $22,036,875
Other Expenses $1,463,069
TOTAL EXPENSES $22,036,875

Year-over-Year Comparison

2023 2022 Change
Revenue $22,767,251 $22,969,313 0.0%
Expenses $22,036,875 $22,902,869 0.0%
Net Income $730,376 $66,444 +10.0%
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 INSTITUTIONAL 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
2024 No data No data No data No data
2023 $22,767,251 $22,036,875 $289,587,349 $730,376
2022 $22,969,313 $22,902,869 $257,036,692 $66,444
2021 $39,081,918 $70,023,687 $320,023,006 $-30,941,769
2020 $17,823,923 $18,734,435 $329,407,625 $-910,512
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