WESTERN MUNICIPAL WATER DISTRICT VEBA TRUST

EIN: 356768209 Mutual Benefit

RIVERSIDE, CA

Total Revenue
$987,218
Total Expenses
$573,145
Total Assets
$22,854,986
Net Assets
$22,854,986
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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
2006
Legal Domicile
CA
Phone
9515717100
Tax Period
2023-07-01 to 2024-06-30

WESTERN MUNICIPAL WATER DISTRICT VEBA TRUST, founded in 2006, is a small nonprofit in the Mutual Benefit sector that reported $987K in total revenue in fiscal year 2023. Revenue decreased 10% compared to the prior year. The organization ran a surplus of $414K, a strong 42% operating margin.

Mission

TO PROVIDE RETIREE HEALTH CARE BENEFITS TO EMPLOYEES OF WESTERN MUNICIPAL WATER DISTRICT A PUBLIC ENTITY.

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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 $54,618
Investment Income $932,600
Other Revenue $0
TOTAL REVENUE $987,218

Expense Breakdown

Grants Paid $0
Salaries & Benefits $0
Fundraising Expenses $0
Program Expenses $0
Other Expenses $71,962
TOTAL EXPENSES $573,145

Year-over-Year Comparison

2023 2022 Change
Revenue $987,218 $1,101,926 -0.1%
Expenses $573,145 $593,479 0.0%
Net Income $414,073 $508,447 -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
N/A
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 PO BOX 2043 MILWAUKEE WI 53201-2043 0.00
$16,468 $9,233 $25,701
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
2025 No data No data No data No data
2024 $987,218 $573,145 $22,854,986 $414,073
2023 $1,101,926 $593,479 $21,291,910 $508,447
2022 $1,187,662 $630,046 $20,136,113 $557,616
2022 $1,187,662 $630,046 $20,136,113 $557,616
2021 $2,030,206 $636,808 $23,245,371 $1,393,398
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