MONROE COUNTY COMMUNITY SCHOOL VEBA HEALTH SAVINGS TRUST

EIN: 452861523 Mutual Benefit

BLOOMINGTON, IN

Total Revenue
$1,169,058
Total Expenses
$882,525
Total Assets
$4,534,888
Net Assets
$4,534,888
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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
2004
Legal Domicile
IN
Principal Officer
MATRIX TRUST COMPANY
Phone
8123307700
Tax Period
2023-01-01 to 2023-12-31

MONROE COUNTY COMMUNITY SCHOOL VEBA HEALTH SAVINGS TRUST, founded in 2004, is a community nonprofit in the Mutual Benefit sector that reported $1.2M in total revenue in fiscal year 2023. Revenue surged 393% from the prior year, signaling strong growth momentum. The organization ran a surplus of $287K, a strong 25% operating margin.

Mission

TO FUND REIMBURSEMENT OF MEDICAL EXPENSES UNDER A HEALTH REIMBURSEMENT ARRANGEMENT.

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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 $1,075,673
Investment Income $93,385
Other Revenue $0
TOTAL REVENUE $1,169,058

Expense Breakdown

Grants Paid $0
Salaries & Benefits $0
Fundraising Expenses $0
Other Expenses $52,304
TOTAL EXPENSES $882,525

Year-over-Year Comparison

2023 2022 Change
Revenue $1,169,058 $237,053 +3.9%
Expenses $882,525 $374,818 +1.4%
Net Income $286,533 $-137,765 -3.1%
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
1
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 1.00
$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
2023 $1,169,058 $882,525 $4,534,888 $286,533
2022 $237,053 $374,818 $4,096,822 $-137,765
2021 $295,119 $2,992,672 $4,417,912 $-2,697,553
2020 $572,952 $398,992 $7,005,082 $173,960
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