HP INC RMSA TR (EIN 760561275) - 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

2001

Legal Domicile

Principal Officer

Srivatsan Iyer

Phone

8004574015

Tax Period

2023-11-01 to 2024-10-31

HP INC RMSA TR, founded in 2001, is a community nonprofit in the Mutual Benefit sector that reported $5.8M in total revenue in fiscal year 2023. Revenue fell 31% from the prior year — a significant decline worth monitoring. The organization ran a surplus of $1.4M, a strong 24% operating margin.

Mission

This Voluntary Employee Benefit Association (VEBA) provides for the payment of medical or 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 $4,361,621

Investment Income $1,401,627

Other Revenue $0

TOTAL REVENUE $5,763,248

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $0

Other Expenses $181,669

TOTAL EXPENSES $4,377,315

Year-over-Year Comparison

	2023	2022	Change
Revenue	$5,763,248	$8,377,668	-0.3%
Expenses	$4,377,315	$4,169,325	+0.0%
Net Income	$1,385,933	$4,208,343	-0.7%

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

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		$8,064	$0	$8,064
Elaine Beddome	Global Head of Total Rewards	Director	$0	$0	$0
Martin Stier	Global Head of HR, People Organization	Director	$0	$0	$0
Nan Weitzman	Global Head of Recruiting and Onboarding	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	$5,763,248	$4,377,315	$66,590,800	$1,385,933
2023	$8,377,668	$4,169,325	$63,113,550	$4,208,343
2022	$5,010,587	$3,013,489	$58,766,296	$1,997,098
2021	$3,946,232	$3,297,716	$58,220,452	$648,516
2020	$3,993,522	$3,111,877	$58,191,597	$881,645
2019	$4,744,795	$2,562,237	$56,510,064	$2,182,558
2018	$3,907,366	$2,819,120	$55,152,671	$1,088,246

HP INC RMSA TR