HF COX INC VOLUNTARY EMPLOYEES BEN… - Form 990 Financial Data

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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

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.

Program Service Accomplishments

Program 1

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%)

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

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	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

HF COX INC VOLUNTARY EMPLOYEES BENEFICIARY ASSOCIATION TRUST