BARTHOLOMEW CONSOLIDATED SCHOOL CORP- VEBA TRUST

EIN: 455271345 Mutual Benefit

COLUMBUS, IN

Total Revenue
$936,867
Total Expenses
$275,314
Total Assets
$4,983,839
Net Assets
$4,983,839
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Financial Vulnerability Assessment (Tuckman-Chang)

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Financial Trends

Organization Details

Formation Year
2011
Legal Domicile
IN
Principal Officer
JAMES BRINEGAR
Phone
8123764300
Tax Period
2024-01-01 to 2024-12-31

BARTHOLOMEW CONSOLIDATED SCHOOL CORP- VEBA TRUST, founded in 2011, is a small nonprofit in the Mutual Benefit sector that reported $937K in total revenue in fiscal year 2024. Revenue surged 22% from the prior year, signaling strong growth momentum. The organization ran a surplus of $662K, a strong 71% operating margin.

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: $275,314 Revenue: $111,662

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...

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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%)

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Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $0
Program Service Revenue $111,662
Investment Income $823,307
Other Revenue $1,898
TOTAL REVENUE $936,867

Expense Breakdown

Grants Paid $0
Salaries & Benefits $0
Fundraising Expenses $0
Program Expenses $275,314
Other Expenses $0
TOTAL EXPENSES $275,314

Year-over-Year Comparison

2024 2023 Change
Revenue $936,867 $766,382 +0.2%
Expenses $275,314 $221,878 +0.2%
Net Income $661,553 $544,504 +0.2%
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

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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
0
$0
Total Directors
0
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
CHAD PHILLIPS ASST SUPERINTENDENT 000.01
$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 $936,867 $275,314 $4,983,839 $661,553
2022 $131,554 $288,348 $3,777,783 $-156,794
2021 $721,216 $313,687 $4,931,159 $407,529
2020 $801,338 $336,560 $4,523,630 $464,778
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