NORTH DAVIESS COMMUNITY SCHOOL DISTRICT VEBA TRUST (EIN 453790433) - 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

2010

Legal Domicile

Principal Officer

JODI BERRY SUPERINTENDENT

Phone

8126368000

Tax Period

2023-07-01 to 2024-06-30

NORTH DAVIESS COMMUNITY SCHOOL DISTRICT VEBA TRUST, founded in 2010, is a small nonprofit in the Mutual Benefit sector that reported $225K in total revenue in fiscal year 2023. Revenue surged 40% from the prior year, signaling strong growth momentum. The organization ran a surplus of $134K, a strong 60% operating margin.

Mission

VOLUNTARY EMPLOYEESAPOS BENEFICIARY ASSOCIATION. THE TRUST WAS FORMED FOR THE SOLE PURPOSE OF FUNDING RETIREE HEALTH CARE BENEFITS TO ELIGIBLE PLAN PARTICIPANTS.

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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 $107,733

Investment Income $39,139

Other Revenue $77,651

TOTAL REVENUE $224,523

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $73,594

Other Expenses $16,726

TOTAL EXPENSES $90,320

Year-over-Year Comparison

	2023	2022	Change
Revenue	$224,523	$160,801	+0.4%
Expenses	$90,320	$70,992	+0.3%
Net Income	$134,203	$89,809	+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

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JODI BERRY	SUPERINTENDENT	N/A		$0	$0	$0
GLENDA O CONNOR	TREASURER	N/A		$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
2025	No data	No data	No data	No data
2024	$224,523	$90,320	$1,855,751	$134,203
2023	$160,801	$70,992	$1,721,549	$89,809
2022	$136,498	$83,993	$1,660,425	$52,505
2021	$132,222	$70,112	$1,608,206	$62,110

NORTH DAVIESS COMMUNITY SCHOOL DISTRICT VEBA TRUST