WHITE RIVER VALLEY SCHOOL DISTRICT VEBA HEALTH SAVINGS TRUST

EIN: 454669144 Mutual Benefit

SWITZ CITY, IN

Total Revenue
$653,774
Total Expenses
$100,934
Total Assets
$1,934,632
Net Assets
$1,934,632
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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
2011
Legal Domicile
IN
Principal Officer
PRINCIPAL TRUST COMPANY
Phone
8126591424
Tax Period
2024-03-01 to 2025-02-28

WHITE RIVER VALLEY SCHOOL DISTRICT VEBA HEALTH SAVINGS TRUST, founded in 2011, is a small nonprofit in the Mutual Benefit sector that reported $654K in total revenue in fiscal year 2024. Revenue surged 865% from the prior year, signaling strong growth momentum. The organization ran a surplus of $553K, a strong 85% 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 (2024)

Revenue Breakdown

Contributions & Grants $0
Program Service Revenue $8,894
Investment Income $644,880
Other Revenue $0
TOTAL REVENUE $653,774

Expense Breakdown

Grants Paid $0
Salaries & Benefits $0
Fundraising Expenses $0
Other Expenses $6,294
TOTAL EXPENSES $100,934

Year-over-Year Comparison

2024 2023 Change
Revenue $653,774 $67,726 +8.7%
Expenses $100,934 $94,480 +0.1%
Net Income $552,840 $-26,754 -21.7%
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
2025 $653,774 $100,934 $1,934,632 $552,840
2024 $67,726 $94,480 $1,868,529 $-26,754
2023 $129,180 $105,168 $1,715,808 $24,012
2022 $243,758 $166,115 $1,940,902 $77,643
2021 $93,278 $152,545 $1,995,106 $-59,267
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