CSR Post Retirement Medical Benefi… - 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

1993

Legal Domicile

Principal Officer

Jennifer Fullmer

Phone

6463133555

Tax Period

2024-01-01 to 2024-12-31

CSR Post Retirement Medical Benefit VEBA, founded in 1993, is a small nonprofit in the Mutual Benefit sector that reported $104K in total revenue in fiscal year 2024. Revenue surged 74% from the prior year, signaling strong growth momentum. Expenses of $286K exceeded revenue, resulting in a 174% operating deficit.

Mission

Voluntary Employees Beneficiary Association (VEBA trust) to provide certain post retirement employee welfare benefits to its eligible participants.

Program Service Accomplishments

Program 1

Expenses: $286,016

This type of program does not apply to this type of organization.

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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 (2024)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $0

Investment Income $30,209

Other Revenue $74,189

TOTAL REVENUE $104,398

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $286,016

Other Expenses $155,212

TOTAL EXPENSES $286,016

Year-over-Year Comparison

	2024	2023	Change
Revenue	$104,398	$59,916	+0.7%
Expenses	$286,016	$243,448	+0.2%
Net Income	$-181,618	$-183,532	0.0%

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

N/A

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	Relationship Manager	1.00		$0	$0	$0
William Ryan	CEO, President and Chief F	1.00	Officer	$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
2024	$104,398	$286,016	$3,409,878	$-181,618
2023	$59,916	$243,448	$3,584,915	$-183,532
2022	$9,495	$417,853	$3,642,503	$-408,358
2021	$501	$419,186	$4,428,663	$-418,685
2020	$8,725	$494,429	$4,940,982	$-485,704

CSR Post Retirement Medical Benefit VEBA