CALIFORNIA SCHOOLS VOL EMP BEN ASSOC FKA SOCAL SCHOOLS VOL EMP BENEFITS AS (EIN 330579503) - 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

1993

Legal Domicile

Principal Officer

ROBIN WATKINS

Phone

6192780021

Tax Period

2023-01-01 to 2023-12-31

CALIFORNIA SCHOOLS VOL EMP BEN ASSOC FKA SOCAL SCHOOLS VOL EMP BENEFITS AS, founded in 1993, is a major nonprofit that reported $989.3M in total revenue in fiscal year 2023.

Mission

THE VEBA IS A JOINT LABOR-MGMT ASSOC OF PARTICIPANT DISTRICTS IN CALIFORNIA. THE VEBA PROVIDES INSURANCE COVERAGE TO EMPLOYEES, RETIREES & DEPENDENTS OF THE MEMBER 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%)

Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $985,642,135

Investment Income $3,711,824

Other Revenue $-18,727

TOTAL REVENUE $989,335,232

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $28,150,525

TOTAL EXPENSES $991,086,446

Year-over-Year Comparison

	2023	2022	Change
Revenue	$989,335,232	$929,624,326	+0.1%
Expenses	$991,086,446	$930,805,038	+0.1%
Net Income	$-1,751,214	$-1,180,712	+0.5%

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

$81,773

Total Directors

$1,733,989

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
BRIAN DUFFY	CHAIR	2.00	Officer Director	$0	$0	$0
ROBIN WATKINS	CO-CHAIR	2.00	Officer Director	$0	$0	$81,773
TINA DOUGLAS	DIRECTOR	1.00	Director	$0	$0	$282,222
MOISES AGUIRRE	DIRECTOR	1.00	Director	$0	$0	$0
BETTY ROBLES-LEAL	DIRECTOR	1.00	Director	$0	$0	$223,449
AHMAD SWINTON	DIRECTOR	1.00	Director	$0	$0	$87,025
CLARK HAMPTON	DIRECTOR	1.00	Director	$0	$0	$345,816
LAMONT JACKSON	DIRECTOR	1.00	Director	$0	$0	$412,500
RONDA WALEN	DIRECTOR	1.00	Director	$0	$0	$0
GREGG ROBINSON	DIRECTOR	1.00	Director	$0	$0	$0
DEBRA SCHADE	DIRECTOR	1.00	Director	$0	$0	$844
JAMES MESSINA	DIRECTOR	1.00	Director	$0	$0	$0
ESPIE MEDELLIN	DIRECTOR	1.00	Director	$0	$0	$0
HELEN FARIAS	DIRECTOR	1.00	Director	$0	$0	$0
MICHAEL SIMONSON	DIRECTOR	1.00	Director	$0	$0	$300,360
JONATHAN MELLO	DIRECTOR	1.00	Director	$0	$0	$0
MICHAEL BREYETTE	DIRECTOR	1.00	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	No data	No data	No data	No data
2023	$989,335,232	$991,086,446	$192,600,451	$-1,751,214
2022	$929,624,326	$930,805,038	$187,749,684	$-1,180,712
2021	$919,105,914	$909,134,407	$183,534,319	$9,971,507
2020	$888,375,687	$862,782,706	$167,754,028	$25,592,981
2019	$868,292,011	$846,248,429	$135,224,161	$22,043,582
2018	$815,477,127	$799,438,997	$109,644,617	$16,038,130

CALIFORNIA SCHOOLS VOL EMP BEN ASSOC FKA SOCAL SCHOOLS VOL EMP BENEFITS AS