School Employees Benefit Trust co Cherry Bekaert

EIN: 311327841

Cincinnati, OH

Total Revenue
$20,943,476
Total Expenses
$20,306,079
Total Assets
$17,888,512
Net Assets
$7,290,459
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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
1980
Legal Domicile
IN
Phone
5135791717
Tax Period
2024-01-01 to 2024-12-31

School Employees Benefit Trust co Cherry Bekaert, founded in 1980, is a mid-sized nonprofit that reported $20.9M in total revenue in fiscal year 2024. Expenses of $20.3M left a modest 3% surplus.

Mission

To provide health care coverage to participating school employees. The mission of the Trust is to provide stable premium rates and low expense levels by pooling the claims experience and buying power of public school districts.

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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 $19,858,225
Investment Income $579,426
Other Revenue $505,825
TOTAL REVENUE $20,943,476

Expense Breakdown

Grants Paid $0
Salaries & Benefits $0
Fundraising Expenses $0
Other Expenses $1,064,019
TOTAL EXPENSES $20,306,079

Year-over-Year Comparison

2024 2023 Change
Revenue $20,943,476 $19,919,810 +0.1%
Expenses $20,306,079 $25,254,195 -0.2%
Net Income $637,397 $-5,334,385 -1.1%
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
20
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
3
$0
Total Directors
20
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
Kevin Dines Trustee 0.35
Director
$0 $0 $0
Joel Mahaffey Trustee 0.35
Director
$0 $0 $0
Kathryn Penrod Trustee 0.35
Director
$0 $0 $0
Brad Yates Trustee 0.48
Officer Director
$0 $0 $0
Lisa Baker Trustee 0.48
Officer Director
$0 $0 $0
Rebekah Sipes Trustee 0.35
Director
$0 $0 $0
Katie Coryell Trustee 0.35
Director
$0 $0 $0
Jill Townsend Trustee 0.35
Director
$0 $0 $0
Kim Hiatt Trustee 0.35
Director
$0 $0 $0
Craig Lohr Trustee 0.35
Director
$0 $0 $0
Deb Adams Trustee 0.35
Director
$0 $0 $0
Jacob Newton Trustee 0.35
Director
$0 $0 $0
Leslie Rittenhouse Trustee 0.35
Director
$0 $0 $0
Patti Lehman Trustee 0.35
Director
$0 $0 $0
Michelle Clouser Penrod Trustee 0.35
Director
$0 $0 $0
Jeannine Wurster Trustee 0.35
Director
$0 $0 $0
Kyle Penrod Trustee 0.35
Director
$0 $0 $0
Trent Lehman Trustee 0.35
Director
$0 $0 $0
Kristie Nanney Trustee 0.35
Director
$0 $0 $0
Todd Fleetwood Trustee 0.73
Officer Director
$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 $20,943,476 $20,306,079 $17,888,512 $637,397
2023 $19,919,810 $25,254,195 $16,719,281 $-5,334,385
2022 $20,592,525 $21,100,669 $18,538,430 $-508,144
2021 $18,759,577 $18,451,426 $17,166,419 $308,151
2020 $19,989,967 $13,856,281 $16,584,284 $6,133,686
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