RCDC VEBA MUTUAL FUND

EIN: 371735573 Mutual Benefit

DES MOINES, IA

Total Revenue
$1,288,817
Total Expenses
$415,367
Total Assets
$12,253,172
Net Assets
$12,253,172
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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
2013
Legal Domicile
NC
Phone
6025620883
Tax Period
2023-07-01 to 2024-06-30

RCDC VEBA MUTUAL FUND, founded in 2013, is a community nonprofit in the Mutual Benefit sector that reported $1.3M in total revenue in fiscal year 2023. Revenue surged 148% from the prior year, signaling strong growth momentum. The organization ran a surplus of $873K, a strong 68% operating margin.

Mission

FUND HEALTH AND WELLNESS BENEFITS UNDER PAY ADMINISTRATIVE RELATED TO THE DIOCESE OF CHARLOTTE RETIRED CLERGY HEALTH PLAN

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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 $328,272
Investment Income $957,387
Other Revenue $3,158
TOTAL REVENUE $1,288,817

Expense Breakdown

Grants Paid $0
Salaries & Benefits $19,037
Fundraising Expenses $0
Other Expenses $17,581
TOTAL EXPENSES $415,367

Year-over-Year Comparison

2023 2022 Change
Revenue $1,288,817 $519,663 +1.5%
Expenses $415,367 $574,395 -0.3%
Net Income $873,450 $-54,732 -17.0%
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 TRUSTEE 1.0
$19,037 $0 $19,037
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 $1,288,817 $415,367 $12,253,172 $873,450
2023 $519,663 $574,395 $11,330,686 $-54,732
2022 $757,949 $680,934 $11,378,332 $77,015
2021 $1,087,157 $533,364 $11,064,073 $553,793
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