MARSHALL COUNTY VEBA HEALTH SAVINGS TRUST

EIN: 852358991 Mutual Benefit

MARSHALLTOWN, IA

Total Revenue
$32,670
Total Expenses
$23,898
Total Assets
$471,325
Net Assets
$471,325
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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
2020
Legal Domicile
IA
Principal Officer
MATRIX TRUST COMPANY
Phone
6418442714
Tax Period
2025-01-01 to 2025-12-31

MARSHALL COUNTY VEBA HEALTH SAVINGS TRUST, founded in 2020, is a micro nonprofit in the Mutual Benefit sector that reported $33K in total revenue in fiscal year 2025. Revenue decreased 10% compared to the prior year. The organization ran a surplus of $9K, a strong 27% 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 (2025)

Revenue Breakdown

Contributions & Grants $0
Program Service Revenue $29,924
Investment Income $2,746
Other Revenue $0
TOTAL REVENUE $32,670

Expense Breakdown

Grants Paid $0
Salaries & Benefits $0
Fundraising Expenses $0
Other Expenses $288
TOTAL EXPENSES $23,898

Year-over-Year Comparison

2025 2024 Change
Revenue $32,670 $36,377 -0.1%
Expenses $23,898 $50,234 -0.5%
Net Income $8,772 $-13,857 -1.6%
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
2025 $32,670 $23,898 $471,325 $8,772
2024 $36,377 $50,234 $456,321 $-13,857
2023 $40,187 $40,409 $463,043 $-222
2022 $41,612 $37,491 $454,532 $4,121
2021 $63,839 $44,771 $460,504 $19,068
2020 $451,462 $11,408 $440,054 $440,054
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