FISHER COMPANIES VOLUNTARY EMPLOYEE BENEFIT TRUST

EIN: 814014594 Mutual Benefit

MT PLEASANT, MI

Total Revenue
$5,259,711
Total Expenses
$5,214,309
Total Assets
$539,915
Net Assets
$515,096
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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
2021
Legal Domicile
MI
Principal Officer
KYLE WHITE
Phone
9897729299
Tax Period
2024-04-01 to 2025-03-31

FISHER COMPANIES VOLUNTARY EMPLOYEE BENEFIT TRUST, founded in 2021, is a community nonprofit in the Mutual Benefit sector that reported $5.3M in total revenue in fiscal year 2024.

Mission

PROVIDE HEALTH AND WELFARE BENEFITS TO PARTICIAPNTS IN THE VOLUNTARY EMPLOYEES BENEFICIARY ASSOCIATION.

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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 (2024)

Revenue Breakdown

Contributions & Grants $0
Program Service Revenue $5,200,000
Investment Income $59,711
Other Revenue $0
TOTAL REVENUE $5,259,711

Expense Breakdown

Grants Paid $0
Salaries & Benefits $0
Fundraising Expenses $0
Other Expenses $278,764
TOTAL EXPENSES $5,214,309

Year-over-Year Comparison

2024 2023 Change
Revenue $5,259,711 $5,009,030 +0.1%
Expenses $5,214,309 $4,657,594 +0.1%
Net Income $45,402 $351,436 -0.9%
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
3
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
3
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
DOUGLAS MOORE TRUSTEE N/A
Director
$0 $0 $0
AARON WHITE TRUSTEE N/A
Director
$0 $0 $0
KYLE WHITE TRUSTEE N/A
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
2025 $5,259,711 $5,214,309 $539,915 $45,402
2024 $5,009,030 $4,657,594 $469,694 $351,436
2023 $4,354,905 $4,276,706 $132,358 $78,199
2022 $3,477,334 $3,356,053 $258,496 $121,281
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