HEWLETT PACKARD ENTERPRISE RMSA TR (EIN 477284432) - 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

2015

Legal Domicile

Principal Officer

Lalit Kumar Agarwal

Phone

6502367137

Tax Period

2023-11-01 to 2024-10-31

HEWLETT PACKARD ENTERPRISE RMSA TR, founded in 2015, is a community nonprofit in the Mutual Benefit sector that reported $9.8M in total revenue in fiscal year 2023. The organization ran a surplus of $6.7M, a strong 68% operating margin.

Mission

This Voluntary Employee Benefit Association (VEBA) provides for the payment of medical and other welfare benefits to its members or designated beneficiaries as defined in IRC Section 501c9

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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 (2023)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $6,075,875

Investment Income $3,748,272

Other Revenue $0

TOTAL REVENUE $9,824,147

Expense Breakdown

Grants Paid $0

Salaries & Benefits $18,083

Fundraising Expenses $0

Program Expenses $0

Other Expenses $0

TOTAL EXPENSES $3,166,322

Year-over-Year Comparison

	2023	2022	Change
Revenue	$9,824,147	$10,276,577	0.0%
Expenses	$3,166,322	$2,792,537	+0.1%
Net Income	$6,657,825	$7,484,040	-0.1%

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

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	Role	Reportable Comp	Other Comp	Total
N/A	Trustee		$18,083	$0	$18,083
Jeremy Cox	Plan Committee Member	Director	$0	$0	$0
Kristin Major	Former Plan Committee Member	Director	$0	$0	$0
Kirt Karros	Plan Committee Member	Director	$0	$0	$0
Dan Domenech	Plan Committee Member	Director	$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	$9,824,147	$3,166,322	$76,161,588	$6,657,825
2023	$10,276,577	$2,792,537	$67,858,455	$7,484,040
2022	$7,340,865	$3,192,669	$60,288,280	$4,148,196
2021	$9,250,270	$6,945,563	$59,774,430	$2,304,707
2020	$8,531,172	$5,830,831	$57,697,737	$2,700,341
2019	$7,868,282	$5,267,534	$54,585,599	$2,600,748
2018	$7,649,932	$5,807,573	$52,542,610	$1,842,359

HEWLETT PACKARD ENTERPRISE RMSA TR