IDAHO VEBA GROUP (EIN 816965795) - Form 990 Financial Analysis & Trantor Score

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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

2016

Legal Domicile

Principal Officer

JUSTIN MCLEOD

Phone

2087652620

Tax Period

2023-01-01 to 2023-12-31

IDAHO VEBA GROUP, founded in 2016, is a community nonprofit in the Mutual Benefit sector that reported $2.2M in total revenue in fiscal year 2023. Revenue decreased 7% compared to the prior year. Expenses of $2.0M left a modest 11% surplus.

Mission

THE IDAHO VEBA GROUP (IVG) IS A COALITION OF PUBLIC EMPLOYERS CREATING A VEBA-FUNDED HRA SOLUTION.

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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 (2023)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $2,211,989

Investment Income $29,095

Other Revenue $0

TOTAL REVENUE $2,241,084

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $204,584

TOTAL EXPENSES $1,991,635

Year-over-Year Comparison

	2023	2022	Change
Revenue	$2,241,084	$2,403,155	-0.1%
Expenses	$1,991,635	$1,880,523	+0.1%
Net Income	$249,449	$522,632	-0.5%

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

Employees

N/A

Volunteers

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
JUSTIN MCLEOD	CHAIR	2.00	Officer Director	$0	$0	$0
EVA HERNANDEZ	VICE CHAIR	2.00	Officer 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
2024	No data	No data	No data	No data
2023	$2,241,084	$1,991,635	$7,961,542	$249,449
2022	$2,403,155	$1,880,523	$7,456,300	$522,632
2021	$2,482,904	$2,072,175	$6,926,503	$410,729
2020	$2,371,730	$2,224,153	$6,466,548	$147,577
2019	$2,488,609	$2,675,409	$6,287,077	$-186,800
2017	$6,707,763	$1,542,580	$5,166,656	$5,165,183

IDAHO VEBA GROUP