PEPSI-COLA BOTTLING COMPANY HEALTH PLAN

EIN: 421210714

OSKALOOSA, IA

Total Revenue
$2,279,908
Total Expenses
$2,436,027
Total Assets
$164,189
Net Assets
$116,221
🔒

Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Sign In — Free (10 views/day)

Financial Trends

Organization Details

Formation Year
1984
Legal Domicile
IA
Principal Officer
BRANDEN MUHL
Phone
5156733481
Tax Period
2023-11-01 to 2024-10-31

PEPSI-COLA BOTTLING COMPANY HEALTH PLAN, founded in 1984, is a community nonprofit that reported $2.3M in total revenue in fiscal year 2023.

Mission

VOLUNTARY EMPLOYEES' BENEFICIARY ASSOCIATION TO PROVIDE HEALTH AND SHORT TERM DISABILITY BENEFITS

🔒

Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

Sign in to view Trantor Score and financial metrics

Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Sign In — Free (10 views/day)

Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $0
Program Service Revenue $2,115,345
Investment Income $0
Other Revenue $164,563
TOTAL REVENUE $2,279,908

Expense Breakdown

Grants Paid $0
Salaries & Benefits $0
Fundraising Expenses $0
Program Expenses $2,435,691
Other Expenses $775,139
TOTAL EXPENSES $2,436,027

Year-over-Year Comparison

2023 2022 Change
Revenue $2,279,908 $2,114,850 +0.1%
Expenses $2,436,027 $2,035,713 +0.2%
Net Income $-156,119 $79,137 -3.0%
Key Indicators
✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✗ Schedule B Required
🔒

Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Sign In

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
1
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
BRANDEN MUHL TRUSTEE 0.10
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 $2,279,908 $2,436,027 $164,189 $-156,119
2023 $2,114,850 $2,035,713 $277,433 $79,137
2022 $2,086,981 $1,850,737 $194,293 $236,244
2021 $1,645,213 $1,894,126 $71,375 $-248,913
2020 $1,984,673 $1,789,008 $212,849 $195,665
2019 $1,512,745 $1,733,117 $116,116 $-220,372
2018 $1,654,208 $1,723,931 $230,579 $-69,723
Explore More Nonprofits
→Top 100 Nonprofits in Iowa →Largest U.S. Nonprofits →Best Rated Nonprofits →Most Efficient Nonprofits

Compare PEPSI-COLA BOTTLING COMPANY HEALTH PLAN with other nonprofits in Iowa and across the country.

We Value Your Privacy
We use cookies and similar technologies to analyze site traffic and improve your experience. By clicking "Accept All", you consent to our use of cookies for analytics and measurement.