SPARTAN SHOPS INC VEBA HEALTH SAVINGS TRUST

EIN: 776120304

SAN JOSE, CA

Total Revenue
$108,999
Total Expenses
$117,873
Total Assets
$2,386,286
Net Assets
$2,386,286
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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
1995
Legal Domicile
CA
Principal Officer
MATRIX TRUST COMPANY
Phone
4089241901
Tax Period
2025-01-01 to 2025-12-31

SPARTAN SHOPS INC VEBA HEALTH SAVINGS TRUST, founded in 1995, is a small nonprofit that reported $109K in total revenue in fiscal year 2025. Revenue decreased 13% compared to the prior year. Net assets of $2.4M represent 263 months of operating reserves.

Mission

TO FUND REIMBURSEMENT OF MEDICAL EXPENSES UNDER A HEALTH REIMBURSEMENT ARRANGEMENT.

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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 (2025)

Revenue Breakdown

Contributions & Grants $0
Program Service Revenue $0
Investment Income $108,999
Other Revenue $0
TOTAL REVENUE $108,999

Expense Breakdown

Grants Paid $0
Salaries & Benefits $0
Fundraising Expenses $0
Other Expenses $11,026
TOTAL EXPENSES $117,873

Year-over-Year Comparison

2025 2024 Change
Revenue $108,999 $125,092 -0.1%
Expenses $117,873 $110,466 +0.1%
Net Income $-8,874 $14,626 -1.6%
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
1
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
0
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
N/A TRUSTEE (THRU JUNE) 1.00
$0 $0 $0
N/A TRUSTEE (AS OF JUNE) 1.00
$250 $0 $250
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 $108,999 $117,873 $2,386,286 $-8,874
2024 $125,092 $110,466 $2,395,160 $14,626
2023 $117,430 $96,868 $2,380,534 $20,562
2022 $31,747 $99,624 $2,359,972 $-67,877
2021 $952 $102,662 $2,427,849 $-101,710
2020 $19,640 $107,249 $2,529,559 $-87,609
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