SB HRA TR FOR PUB SEC EMPLOYEES PA DE MD

EIN: 454862927 Mutual Benefit

TOPEKA, KS

Total Revenue
$368,567
Total Expenses
$291,349
Total Assets
$6,336,980
Net Assets
$6,336,980
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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 PA DE MD, founded in 2012, is a small nonprofit in the Mutual Benefit sector that reported $369K in total revenue in fiscal year 2023. Revenue fell 37% from the prior year — a significant decline worth monitoring. The organization ran a surplus of $77K, a strong 21% 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 $117,126
Investment Income $251,441
Other Revenue $0
TOTAL REVENUE $368,567

Expense Breakdown

Grants Paid $0
Salaries & Benefits $0
Fundraising Expenses $0
Program Expenses $291,349
Other Expenses $459
TOTAL EXPENSES $291,349

Year-over-Year Comparison

2023 2022 Change
Revenue $368,567 $581,726 -0.4%
Expenses $291,349 $355,293 -0.2%
Net Income $77,218 $226,433 -0.7%
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
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 $368,567 $291,349 $6,336,980 $77,218
2022 $581,726 $355,293 $5,738,801 $226,433
2021 $671,560 $394,121 $9,170,761 $277,439
2020 $562,752 $290,110 $6,321,040 $272,642
2020 $573,645 $308,815 $6,342,375 $264,830
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