VEBA TRUST AGREEMENT FOR OHIO EDUCATION ASSOCIATION GROUP BENEFIT PLAN (EIN 316681181) - Form 990 Financial Analysis & Trantor Score

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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

2001

Legal Domicile

Principal Officer

ROB MCFEE

Phone

6142284526

Tax Period

2023-09-01 to 2024-08-31

VEBA TRUST AGREEMENT FOR OHIO EDUCATION ASSOCIATION GROUP BENEFIT PLAN, founded in 2001, is a community nonprofit in the Mutual Benefit sector that reported $9.7M in total revenue in fiscal year 2023. Revenue grew 12% year-over-year, indicating healthy expansion. Expenses of $8.3M left a modest 15% surplus.

Mission

TO PROVIDE BENEFITS TO PARTICIPANTS.

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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%)

Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $8,595,127

Investment Income $1,135,690

Other Revenue $0

TOTAL REVENUE $9,730,817

Expense Breakdown

Grants Paid $0

Salaries & Benefits $5,399

Fundraising Expenses $0

Other Expenses $932,879

TOTAL EXPENSES $8,285,752

Year-over-Year Comparison

	2023	2022	Change
Revenue	$9,730,817	$8,658,842	+0.1%
Expenses	$8,285,752	$8,082,096	+0.0%
Net Income	$1,445,065	$576,746	+1.5%

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

Governance

Voting Members

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

$1,081,510

Total Directors

$1,081,510

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
SCOTT DIMAURO	PRESIDENT	1.00	Officer Director	$0	$65,014	$291,793
JEFF WENSING	VICE PRESIDENT	1.00	Officer Director	$0	$29,693	$232,029
MARK HILL RESIGNED 71524	SECRETARY/TREASURER	1.00	Officer Director	$0	$57,631	$257,287
ROB MCFEE BEGIN 71524	SECRETARY/TREASURER	1.00	Officer Director	$0	$0	$0
PATRICIA COLLINS MURDOCK	EXECUTIVE DIRECTOR	1.00	Officer Director	$0	$72,639	$300,401
N/A	TRUSTEE	1.00		$5,399	$0	$5,399

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	$9,730,817	$8,285,752	$28,611,295	$1,445,065
2023	$8,658,842	$8,082,096	$24,408,012	$576,746
2022	$9,571,710	$8,398,030	$22,401,761	$1,173,680
2021	$9,504,169	$8,195,709	$25,223,650	$1,308,460
2020	$8,228,652	$7,743,751	$20,833,386	$484,901
2019	$8,997,535	$7,599,149	$18,978,869	$1,398,386
2018	$5,784,742	$7,306,958	$18,298,220	$-1,522,216

VEBA TRUST AGREEMENT FOR OHIO EDUCATION ASSOCIATION GROUP BENEFIT PLAN