FISHER COMPANIES VOLUNTARY EMPLOYE… - 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

2021

Legal Domicile

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.

Program Service Accomplishments

Program 1

THE PLAN PROVIDES HEALTH BENEFITS (MEDICAL, VISION, DENTAL AND PRESCRIPTION DRUGS), LIFE INSURANCE, AND ACCIDENTAL DEATH AND DISMEMBERMENT BENEFITS, COVERING ANY ACTIVE, FULL-TIME EMPLOYEE AFTER...

THE PLAN PROVIDES HEALTH BENEFITS (MEDICAL, VISION, DENTAL AND PRESCRIPTION DRUGS), LIFE INSURANCE, AND ACCIDENTAL DEATH AND DISMEMBERMENT BENEFITS, COVERING ANY ACTIVE, FULL-TIME EMPLOYEE AFTER COMPLETION OF THE WAITING PERIOD.

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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 (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

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
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

FISHER COMPANIES VOLUNTARY EMPLOYEE BENEFIT TRUST