HF COX INC VOLUNTARY EMPLOYEES BENEFICIARY ASSOCIATION TRUST

EIN: 770143375

BAKERSFIELD, CA

Total Revenue
$1,009,895
Total Expenses
$958,388
Total Assets
$823,850
Net Assets
$823,850
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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
1985
Legal Domicile
CA
Principal Officer
JEREMY MAIRS
Phone
6613663236
Tax Period
2022-05-01 to 2023-04-30

HF COX INC VOLUNTARY EMPLOYEES BENEFICIARY ASSOCIATION TRUST, founded in 1985, is a community nonprofit that reported $1.0M in total revenue in fiscal year 2022. Expenses of $958K left a modest 5% surplus.

Mission

H.F. COX, INC. VEBA TRUST WAS ESTABLISHED TO PROVIDE CERTAIN VACATION BENEFITS TO ELIGIBLE EMPLOYEES OF H.F. COX.

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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 (2022)

Revenue Breakdown

Contributions & Grants $0
Program Service Revenue $1,008,442
Investment Income $1,453
Other Revenue $0
TOTAL REVENUE $1,009,895

Expense Breakdown

Grants Paid $0
Salaries & Benefits $0
Fundraising Expenses $0
Other Expenses $299
TOTAL EXPENSES $958,388

Year-over-Year Comparison

2022 2021 Change
Revenue $1,009,895 $955,419 +0.1%
Expenses $958,388 $904,205 +0.1%
Net Income $51,507 $51,214 +0.0%
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
1
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
0
$0
Total Directors
1
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
JEREMY MAIRS TRUSTEE 0.0
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
2023 $1,009,895 $958,388 $823,850 $51,507
2022 $955,419 $904,205 $774,309 $51,214
2021 $946,363 $833,074 $723,095 $113,289
2020 $1,005,433 $995,868 $609,806 $9,565
2019 $867,574 $866,801 $600,241 $773
2018 $841,721 $749,082 $599,468 $92,639
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