OSBA EMPLOYEE BENEFITS TRUST

EIN: 476322653 Mutual Benefit

BOLIVAR, MO

Total Revenue
$84,041,689
Total Expenses
$75,842,138
Total Assets
$33,368,946
Net Assets
$23,717,716
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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
2014
Legal Domicile
MO
Phone
4177777570
Tax Period
2023-07-01 to 2024-06-30

OSBA EMPLOYEE BENEFITS TRUST, founded in 2014, is a mid-sized nonprofit in the Mutual Benefit sector that reported $84.0M in total revenue in fiscal year 2023. Expenses of $75.8M left a modest 10% surplus.

Mission

PROVIDE MEDICAL, DENTAL, AND VISION INSURANCE TO MEMBERS OF THE OZARK SCHOOLS BENEFIT ASSOCIATION.

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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 $29,700
Program Service Revenue $82,415,539
Investment Income $1,596,450
Other Revenue $0
TOTAL REVENUE $84,041,689

Expense Breakdown

Grants Paid $0
Salaries & Benefits $0
Fundraising Expenses $0
Program Expenses $0
Other Expenses $9,762,554
TOTAL EXPENSES $75,842,138

Year-over-Year Comparison

2023 2022 Change
Revenue $84,041,689 $80,854,208 +0.0%
Expenses $75,842,138 $67,179,333 +0.1%
Net Income $8,199,551 $13,674,875 -0.4%
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
12
Independent Members
N/A
Employees
N/A
Volunteers
12

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
4
$642,922
Total Directors
12
$1,846,023
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
DANNY DEWITT SECRETARY 1.0
Officer Director
$0 $6,599 $143,563
JOSHUA PHILLIPS TREASURER 1.0
Officer Director
$0 $6,000 $120,000
MATT DAVIS VICE PRESIDENT 1.0
Officer Director
$0 $6,160 $145,149
TIM RYAN PRESIDENT 1.0
Officer Director
$0 $40,971 $234,210
ASHLEY GROEPPER MEMBER 1.0
Director
$0 $23,690 $124,181
DANNY HUMBLE MEMBER 1.0
Director
$0 $28,889 $175,569
DEREK LARK MEMBER 1.0
Director
$0 $26,635 $155,144
MARK DRAKE MEMBER 1.0
Director
$0 $42,968 $209,417
MATT ASHER MEMBER 1.0
Director
$0 $4,220 $119,176
MATT UNGER MEMBER 1.0
Director
$0 $24,493 $149,568
RICHARD SULLIVAN MEMBER 1.0
Director
$0 $24,418 $129,277
TAMMY ERWIN MEMBER 1.0
Director
$0 $23,406 $140,769
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 No data No data No data No data
2024 $84,041,689 $75,842,138 $33,368,946 $8,199,551
2023 $80,854,208 $67,179,333 $27,905,760 $13,674,875
2022 $62,893,620 $57,873,007 $17,073,691 $5,020,613
2021 $58,782,987 $52,764,223 $14,757,419 $6,018,764
2020 $46,854,989 $44,074,146 $10,567,780 $2,780,843
2019 $30,612,133 $29,688,357 $9,326,024 $923,776
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