CITY EMPLOYEES VOLUNTARY EMPLOYEES' BENEFICIARY ASSOCIATION INC (EIN 814834027) - Form 990 Financial Analysis & Trantor Score

🔒

Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Financial Trends

Organization Details

Formation Year

2016

Legal Domicile

Principal Officer

MARCIA PAULSEN

Phone

6085164311

Tax Period

2024-01-01 to 2024-12-31

CITY EMPLOYEES VOLUNTARY EMPLOYEES' BENEFICIARY ASSOCIATION INC, founded in 2016, is a small nonprofit in the Mutual Benefit sector that reported $868K in total revenue in fiscal year 2024. Revenue decreased 15% compared to the prior year. The organization ran a surplus of $408K, a strong 47% operating margin.

Mission

REIMBURSEMENT OF POST-RETIREMENT MEDICAL EXPENSES TO THE CORPORATION'S MEMBERS OR THEIR DESIGNATED BENEFICIARIES, AND SUBSTANTIALLY ALL OF THE CORPORATION'S OPERATIONS ARE IN FURTHERANCE OF PROVIDING SUCH BENEFITS.

🔒

Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

Sign in to view Trantor Score and financial metrics

Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $745,657

Investment Income $122,439

Other Revenue $0

TOTAL REVENUE $868,096

Expense Breakdown

Grants Paid $0

Salaries & Benefits $35,970

Fundraising Expenses $0

Other Expenses $4,799

TOTAL EXPENSES $460,256

Year-over-Year Comparison

	2024	2023	Change
Revenue	$868,096	$1,025,304	-0.2%
Expenses	$460,256	$459,263	+0.0%
Net Income	$407,840	$566,041	-0.3%

Key Indicators

✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✗ Schedule B Required

🔒

Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

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

$30,900

Total Directors

$33,000

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
MARCIA PAULSEN	PRESIDENT	3.00	Officer Director	$9,600	$0	$9,600
KENNETH SEIFERT	VICE PRESIDENT	3.00	Officer Director	$9,600	$0	$9,600
KEVIN REPLINGER	SECRETARY	1.00	Officer Director	$2,100	$0	$2,100
THOMAS ROSOL	DIRECTOR	1.00	Director	$2,100	$0	$2,100
JOSEPH SEIFERT	TREASURER	3.00	Officer Director	$9,600	$0	$9,600

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	No data	No data	No data	No data
2024	$868,096	$460,256	$3,667,954	$407,840
2023	$1,025,304	$459,263	$3,429,989	$566,041
2022	$636,779	$306,608	$2,906,611	$330,171
2021	$651,869	$260,608	$2,547,993	$391,261
2020	$699,255	$227,677	$2,148,759	$471,578
2019	$689,440	$155,470	$1,665,438	$533,970
2018	$623,677	$87,024	$1,131,468	$536,653

CITY EMPLOYEES VOLUNTARY EMPLOYEES' BENEFICIARY ASSOCIATION INC