SB HRA TR FOR PUB SEC EMPLOYEES - MO IL WI

EIN: 454862892 Mutual Benefit

TOPEKA, KS

Total Revenue
$525,083
Total Expenses
$295,711
Total Assets
$4,775,036
Net Assets
$4,775,036
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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
2012
Legal Domicile
KS
Principal Officer
UMB BANK NA
Phone
7854383000
Tax Period
2023-01-01 to 2023-12-31

SB HRA TR FOR PUB SEC EMPLOYEES - MO IL WI, founded in 2012, is a small nonprofit in the Mutual Benefit sector that reported $525K in total revenue in fiscal year 2023. Revenue decreased 6% compared to the prior year. The organization ran a surplus of $229K, a strong 44% operating margin.

Mission

PROVIDE BENEFITS TO HEALTH REIMBURSEMENT ACCOUNT MEMBERS

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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 $317,443
Investment Income $207,640
Other Revenue $0
TOTAL REVENUE $525,083

Expense Breakdown

Grants Paid $0
Salaries & Benefits $0
Fundraising Expenses $0
Program Expenses $295,711
Other Expenses $4,893
TOTAL EXPENSES $295,711

Year-over-Year Comparison

2023 2022 Change
Revenue $525,083 $561,337 -0.1%
Expenses $295,711 $330,317 -0.1%
Net Income $229,372 $231,020 0.0%
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
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
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 INSTITUTIONAL 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
2024 No data No data No data No data
2023 $525,083 $295,711 $4,775,036 $229,372
2022 $561,337 $330,317 $4,175,382 $231,020
2021 $800,799 $332,855 $4,815,448 $467,944
2020 $578,370 $3,299,915 $4,048,847 $-2,721,545
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