POLK COUNTY VEBA HEALTH SAVINGS TRUST

EIN: 464863736

BALSAM LAKE, WI

Total Revenue
$92,510
Total Expenses
$116,020
Total Assets
$557,196
Net Assets
$557,196
🔒

Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Sign In — Free (10 views/day)

Financial Trends

Organization Details

Formation Year
2013
Legal Domicile
WI
Principal Officer
PRINCIPAL TRUST COMPANY
Phone
7154859123
Tax Period
2020-01-01 to 2020-12-31

POLK COUNTY VEBA HEALTH SAVINGS TRUST, founded in 2013, is a micro nonprofit that reported $93K in total revenue in fiscal year 2020. Revenue fell 55% from the prior year — a significant decline worth monitoring. Expenses of $116K exceeded revenue, resulting in a 25% operating deficit.

Mission

TO FUND REIMBURSEMENT OF MEDICAL EXPENSES UNDER A HEALTH REIMBURSEMENT ARRANGEMENT.

🔒

Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

Sign in to view Trantor Score and financial metrics

Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Sign In — Free (10 views/day)

Financial Overview (2020)

Revenue Breakdown

Contributions & Grants $0
Program Service Revenue $87,910
Investment Income $4,600
Other Revenue $0
TOTAL REVENUE $92,510

Expense Breakdown

Grants Paid $0
Salaries & Benefits $0
Fundraising Expenses $0
Other Expenses $11,792
TOTAL EXPENSES $116,020

Year-over-Year Comparison

2020 2019 Change
Revenue $92,510 $203,662 -0.5%
Expenses $116,020 $120,614 0.0%
Net Income $-23,510 $83,048 -1.3%
Key Indicators
✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✗ Schedule B Required
🔒

Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Sign In

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
2020 $92,510 $116,020 $557,196 $-23,510
Explore More Nonprofits
→Top 100 Nonprofits in Wisconsin →Largest U.S. Nonprofits →Best Rated Nonprofits →Most Efficient Nonprofits

Compare POLK COUNTY VEBA HEALTH SAVINGS TRUST with other nonprofits in Wisconsin and across the country.

We Value Your Privacy
We use cookies and similar technologies to analyze site traffic and improve your experience. By clicking "Accept All", you consent to our use of cookies for analytics and measurement.