POHLAD COMPANIES VEBA (EIN 462323272) - Form 990 Financial Analysis & Trantor Score

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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

2013

Legal Domicile

Phone

6514666269

Tax Period

2024-01-01 to 2024-12-31

POHLAD COMPANIES VEBA, founded in 2013, is a mid-sized nonprofit in the Mutual Benefit sector that reported $21.4M in total revenue in fiscal year 2024. Revenue decreased 19% compared to the prior year.

Mission

THE POHLAD GROUP VEBA TRUST WAS ESTABLISHED TO PROVIDE AND MAINTAIN MEDICAL AND DENTAL BENEFITS TO PARTICIPANTS AND THEIR ELIGIBLE FAMILY MEMBERS PROVIDED AS COMPONENT BENEFIT PROGRAMS OF THE POHLAD COMPANIES MEDICAL AND DENTAL PLAN. THE PLAN IS SPONSORED BY MARQUETTE COMPANIES LLC AND IS INTENDED TO PROVIDE HEALTH AND WELFARE BENEFITS TO QUALIFYING EMPLOYEES OF CERTAIN ENTITIES UNDER COMMON CONTROL.

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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%)

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $21,263,151

Investment Income $100,577

Other Revenue $0

TOTAL REVENUE $21,363,728

Expense Breakdown

Grants Paid $0

Salaries & Benefits $7,458

Fundraising Expenses $0

Other Expenses $2,518,506

TOTAL EXPENSES $21,831,870

Year-over-Year Comparison

	2024	2023	Change
Revenue	$21,363,728	$26,285,999	-0.2%
Expenses	$21,831,870	$25,504,559	-0.1%
Net Income	$-468,142	$781,440	-1.6%

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

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	INSTITUTIONAL TRUSTEE	N/A		$7,458	$0	$7,458

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	$21,363,728	$21,831,870	$1,219,158	$-468,142
2023	$26,285,999	$25,504,559	$1,687,300	$781,440
2022	$21,868,091	$22,842,591	$905,860	$-974,500
2021	$21,238,879	$22,105,768	$1,880,360	$-866,889

POHLAD COMPANIES VEBA