Retirement Security Fund VEBAHRA Trust

EIN: 836651440 Mutual Benefit

Mukilteo, WA

Total Revenue
$1,292,353
Total Expenses
$627,343
Total Assets
$1,796,502
Net Assets
$1,796,502
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Financial Vulnerability Assessment (Tuckman-Chang)

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Financial Trends

Organization Details

Formation Year
2020
Legal Domicile
WA
Principal Officer
Dallas Baker
Phone
2068592693
Tax Period
2023-01-01 to 2023-12-31

Retirement Security Fund VEBAHRA Trust, founded in 2020, is a community nonprofit in the Mutual Benefit sector that reported $1.3M in total revenue in fiscal year 2023. Revenue surged 30% from the prior year, signaling strong growth momentum. The organization ran a surplus of $665K, a strong 51% operating margin.

Mission

A voluntary employees' beneficiary assoc (VEBA) to fund reimbursement of eligible medical expenses under a health reimbursement arrangement.

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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 (2023)

Revenue Breakdown

Contributions & Grants $0
Program Service Revenue $1,268,400
Investment Income $23,953
Other Revenue $0
TOTAL REVENUE $1,292,353

Expense Breakdown

Grants Paid $0
Salaries & Benefits $0
Fundraising Expenses $0
Program Expenses $606,748
Other Expenses $20,595
TOTAL EXPENSES $627,343

Year-over-Year Comparison

2023 2022 Change
Revenue $1,292,353 $991,391 +0.3%
Expenses $627,343 $433,798 +0.4%
Net Income $665,010 $557,593 +0.2%
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
1
Independent Members
1
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
0
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
Hand Benefit Trust Co Trustee 1.0
$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
2023 $1,292,353 $627,343 $1,796,502 $665,010
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