CITY OF APPLETON VEBA HEALTH SAVINGS TRUST

EIN: 851632027 Mutual Benefit

APPLETON, WI

Total Revenue
$894,031
Total Expenses
$478,363
Total Assets
$4,579,309
Net Assets
$4,579,309
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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
WI
Principal Officer
VOYA INSTITUTIONAL TRUST
Phone
9208326455
Tax Period
2020-01-01 to 2020-12-31

CITY OF APPLETON VEBA HEALTH SAVINGS TRUST, founded in 2019, is a small nonprofit in the Mutual Benefit sector that reported $894K in total revenue in fiscal year 2020. Revenue fell 80% from the prior year — a significant decline worth monitoring. The organization ran a surplus of $416K, a strong 46% 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 (2020)

Revenue Breakdown

Contributions & Grants $0
Program Service Revenue $236,765
Investment Income $657,266
Other Revenue $0
TOTAL REVENUE $894,031

Expense Breakdown

Grants Paid $0
Salaries & Benefits $0
Fundraising Expenses $0
Other Expenses $14,809
TOTAL EXPENSES $478,363

Year-over-Year Comparison

2020 2019 Change
Revenue $894,031 $4,509,585 -0.8%
Expenses $478,363 $514,238 -0.1%
Net Income $415,668 $3,995,347 -0.9%
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
N/A TRUSTEE 1.00
$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
2020 $894,031 $478,363 $4,579,309 $415,668
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