MUSCATINE COMMUNITY SCHOOL DISTRICT VEBA TRUST (EIN 472316864) - 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

Principal Officer

TOM ANDERSON

Phone

5632637223

Tax Period

2024-07-01 to 2025-06-30

MUSCATINE COMMUNITY SCHOOL DISTRICT VEBA TRUST is a small nonprofit in the Mutual Benefit sector that reported $215K in total revenue in fiscal year 2024. Revenue decreased 13% compared to the prior year. Expenses of $201K left a modest 7% surplus.

Mission

VOLUNTARY EMPLOYEESAPOS BENEFICIARY ASSOCIATION. THE TRUST WAS FORMED FOR THE SOLE PURPOSE OF FUNDING RETIREE HEALTH CARE BENEFITS TO ELIGIBLE PLAN 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%)

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $210,495

Investment Income $4,230

Other Revenue $0

TOTAL REVENUE $214,725

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $200,562

Other Expenses $0

TOTAL EXPENSES $200,562

Year-over-Year Comparison

	2024	2023	Change
Revenue	$214,725	$247,841	-0.1%
Expenses	$200,562	$269,424	-0.3%
Net Income	$14,163	$-21,583	-1.7%

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

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JILL BOURGUIN	DIRECTOR OF HUMAN RESOURCES	N/A		$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
2025	$214,725	$200,562	$303,884	$14,163
2024	$247,841	$269,424	$289,722	$-21,583
2023	$231,516	$249,811	$311,306	$-18,295
2022	$281,257	$316,791	$329,601	$-35,534

MUSCATINE COMMUNITY SCHOOL DISTRICT VEBA TRUST