City of Oxnard VEBA Health Savings Trust

EIN: 851583518 Philanthropy & Grantmaking

Oxnard, CA

Total Revenue
$444,326
Total Expenses
$74,479
Total Assets
$5,284,332
Net Assets
$5,284,332
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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
2019
Legal Domicile
CA
Principal Officer
VOYA Institutional Trust
Phone
8053857480
Tax Period
2023-01-01 to 2023-12-31

City of Oxnard VEBA Health Savings Trust, founded in 2019, is a small nonprofit in the Philanthropy & Grantmaking sector that reported $444K in total revenue in fiscal year 2023. The organization ran a surplus of $370K, a strong 83% operating margin.

Mission

TO FUND REIMBURSEMENT OF 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 $333,544
Investment Income $110,782
Other Revenue $0
TOTAL REVENUE $444,326

Expense Breakdown

Grants Paid $0
Salaries & Benefits $0
Fundraising Expenses $0
Program Expenses $73,673
Other Expenses $806
TOTAL EXPENSES $74,479

Year-over-Year Comparison

2023 2022 Change
Revenue $444,326 $-283,940 -2.6%
Expenses $74,479 $135,322 -0.4%
Net Income $369,847 $-419,262 -1.9%
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

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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
VOYA INSTITUTIONAL TRUST COMPANY 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 $444,326 $74,479 $5,284,332 $369,847
2022 $-283,940 $135,322 $4,394,378 $-419,262
2021 $724,886 $377,244 $4,813,641 $347,642
2020 $716,527 $209,956 $4,465,999 $506,571
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