BARR-REEVE COMMUNITY SCHOOL DISTRI… - Form 990 Financial Data

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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

TAMARA SWARTZENTRUBER

Phone

8124863220

Tax Period

2024-07-01 to 2025-06-30

BARR-REEVE COMMUNITY SCHOOL DISTRICT VEBA TRUST, founded in 2010, is a micro nonprofit in the Mutual Benefit sector that reported $26K in total revenue in fiscal year 2024. Revenue fell 24% from the prior year — a significant decline worth monitoring. Net assets of $821K represent 375 months of operating reserves.

Mission

VOLUNTARY NBSP;EMPLOYEES APOS; NBSP;BENEFICIARY NBSP;ASSOCIATION NBSP;THE NBSP;TRUST NBSP;WAS NBSP;FORMED NBSP;FOR NBSP;THE NBSP;SOLE NBSP;PURPOSE NBSP;OF NBSP;FUNDING NBSP;RETIREE NBSP;HEALTH NBSP;CARE NBSP;BENEFITS NBSP;TO NBSP;ELIGIBLE NBSP;PLAN NBSP;PARTICIPANTS

Program Service Accomplishments

Program 1

Expenses: $28,718 Revenue: $26,271

TOTAL EXPENSE IS COMPRISED OF HEALTH CARE BENEFITS PAID TO ELIGIBLE PARTICIPANTS. TOTAL REVENUE REPRESENTS THE ORGANIZATION S PROGRAM-RELATED CONTRIBUTIONS TO THE VEBA TRUST FOR THE PURPOSE OF...

TOTAL EXPENSE IS COMPRISED OF HEALTH CARE BENEFITS PAID TO ELIGIBLE PARTICIPANTS. TOTAL REVENUE REPRESENTS THE ORGANIZATION S PROGRAM-RELATED CONTRIBUTIONS TO THE VEBA TRUST FOR THE PURPOSE OF FUNDING RETIREE HEALTH CARE BENEFITS TO 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 (2024)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $0

Investment Income $26,178

Other Revenue $93

TOTAL REVENUE $26,271

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $28,718

Other Expenses $0

TOTAL EXPENSES $28,718

Year-over-Year Comparison

	2024	2023	Change
Revenue	$26,271	$34,547	-0.2%
Expenses	$28,718	$33,780	-0.1%
Net Income	$-2,447	$767	-4.2%

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

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
ANDREA HUFF	SUPERINTENDENT	N/A		$0	$0	$0
TAMARA SWARTZENTRUBER	CORPORATE 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	$26,271	$28,718	$821,018	$-2,447
2024	$34,547	$33,780	$823,465	$767
2023	$22,298	$13,360	$822,697	$8,938
2022	No data	No data	$813,760	No data
2021	$46,659	$24,004	$829,146	$22,655

BARR-REEVE COMMUNITY SCHOOL DISTRICT VEBA TRUST