NEUBRIDG INC VOLUNTARY EMPLOYEES' … - 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

2017

Legal Domicile

Principal Officer

CITY STATE BANK

Phone

5159814234

Tax Period

2023-01-01 to 2023-12-31

NEUBRIDG INC VOLUNTARY EMPLOYEES' BENEFICIARY ASSOCIATION TRUST, founded in 2017, is a small nonprofit in the Mutual Benefit sector that reported $698K in total revenue in fiscal year 2023. Revenue fell 51% from the prior year — a significant decline worth monitoring. The organization ran a surplus of $213K, a strong 31% operating margin.

Mission

THE PLAN WAS ESTABLISHED TO PERMIT ELIGIBLE EMPLOYEES TO OBTAIN REIMBURSEMENT OF ELIGIBLE MEDICAL EXPENSES FROM THEIR HRA ACCOUNTS.

Program Service Accomplishments

Program 1

Expenses: $441,489

PROVIDED REIMBURSEMENT OF ELIGIBLE MEDICAL EXPENSES TO ELIGIBLE EMPLOYEES FROM THEIR HRA ACCOUNTS.

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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 $632,522

Investment Income $65,058

Other Revenue $0

TOTAL REVENUE $697,580

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $441,489

Other Expenses $43,046

TOTAL EXPENSES $484,535

Year-over-Year Comparison

	2023	2022	Change
Revenue	$697,580	$1,421,739	-0.5%
Expenses	$484,535	$329,529	+0.5%
Net Income	$213,045	$1,092,210	-0.8%

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

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
N/A	TRUSTEE	1.00		$4,556	$0	$4,556

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	$697,580	$484,535	$1,516,859	$213,045
2022	$1,421,739	$329,529	$1,303,814	$1,092,210
2021	$146,550	$29,430	$211,604	$117,120
2020	$92,452	$24,642	$94,440	$67,810

NEUBRIDG INC VOLUNTARY EMPLOYEES' BENEFICIARY ASSOCIATION TRUST