EMPLOYER CONTRIBUTION VEBA TRUST WHITWORTH UNIVERSITY (EIN 454667885) - Form 990 Financial Analysis & Trantor Score

🔒

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

Financial Trends

Organization Details

Formation Year

2011

Legal Domicile

Principal Officer

PATRICIA REIMANN

Phone

7162456100

Tax Period

2024-01-01 to 2024-12-31

EMPLOYER CONTRIBUTION VEBA TRUST WHITWORTH UNIVERSITY, founded in 2011, is a small nonprofit in the Mutual Benefit sector that reported $891K in total revenue in fiscal year 2024. Revenue surged 211% from the prior year, signaling strong growth momentum. The organization ran a surplus of $753K, a strong 84% operating margin.

Mission

THE GOVERNING BODY OF THE ORGANIZATION (THE TRUST) CONSISTS OF THE CONTRIBUTING EMPLOYER ONLY, WHO EXECUTES ALL DECISION-MAKING AUTHORITY OVER THE ORGANIZATION BASED ON ITS OWN, INTERNALLY DETERMINED DECISION-MAKING AUTHORITY. TO THE EXTENT THIS DECISION-MAKING AUTHORITY IS DELEGATED TO ONE OR MORE INDIVIDUALS WITHIN THE CONTRIBUTING EMPLOYER ENTITY, THERE ARE NO PUBLISHED MEETING MINUTES RELATING THERETO.

🔒

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%)

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $154,738

Investment Income $736,601

Other Revenue $0

TOTAL REVENUE $891,339

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $22,257

TOTAL EXPENSES $138,425

Year-over-Year Comparison

	2024	2023	Change
Revenue	$891,339	$286,943	+2.1%
Expenses	$138,425	$110,525	+0.3%
Net Income	$752,914	$176,418	+3.3%

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

Governance

Voting Members

Independent Members

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
N/A	TRUSTEE	0.00		$0	$750	$750
N/A	TRUSTEE	0.00		$0	$32	$32

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	$891,339	$138,425	$2,653,112	$752,914
2023	$286,943	$110,525	$2,353,184	$176,418
2022	$271,882	$144,649	$1,946,821	$127,233
2021	$166,221	$136,754	$2,194,813	$29,467
2020	$230,124	$136,855	$2,053,846	$93,269
2019	$267,744	$102,988	$1,769,436	$164,756
2018	$320,798	$116,092	$1,354,695	$204,706

EMPLOYER CONTRIBUTION VEBA TRUST WHITWORTH UNIVERSITY