Spokane, WA
4 risk indicators measuring financial stability and operational resilience
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Sign In — Free (10 views/day)City of Santa Clara VEBA Postretirement Medical Reimbursement Account Plan Trust, founded in 2001, is a community nonprofit in the Mutual Benefit sector that reported $5.8M in total revenue in fiscal year 2023. Revenue surged 166% from the prior year, signaling strong growth momentum. The organization ran a surplus of $3.7M, a strong 63% operating margin.
To provide participants and their dependents with post-retirement medical benefits not provided by Medicare or any other medical insurance contract or plan.
This trust holds the assets of the City of Santa Clara Voluntary Employees' Beneficiary Association Postretirement Medical Reimbursement Account Plan (the Plan). The Plan was established on October...
This trust holds the assets of the City of Santa Clara Voluntary Employees' Beneficiary Association Postretirement Medical Reimbursement Account Plan (the Plan). The Plan was established on October 15, 2001, and has most recently been amended and restated effective January 1, 2017. The Plan is a defined contribution, health and welfare benefit plan commonly referred to as a "health reimbursement arrangement" plan. The Plan is designed to be a tax-free account for participants to pay post-retirement medical benefits not provided by Medicare or any other medical insurance contract or plan. The payments or reimbursements may not be made for items paid or payable by any other insurance contract or plan, or for expenses that are deducted by the participant under any Section of the Internal Revenue Code. The aforementioned expenses must be expenses of the participants, the spouses of the participants and/or the dependents of the participants.
Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency
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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)
Sign In — Free (10 views/day)| 2023 | 2022 | Change | |
|---|---|---|---|
| Revenue | $5,827,062 | $2,194,589 | +1.7% |
| Expenses | $2,149,865 | $8,212,254 | -0.7% |
| Net Income | $3,677,197 | $-6,017,665 | -1.6% |
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
Sign In| Name | Title | Hours/Week | Role | Reportable Comp | Other Comp | Total |
|---|---|---|---|---|---|---|
| N/A | Trustee | 2.00 |
|
$0 | $0 | $14,448 |
| Year | Revenue | Expenses | Assets | Net Income |
|---|---|---|---|---|
| 2024 | No data | No data | No data | No data |
| 2023 | $5,827,062 | $2,149,865 | $37,639,927 | $3,677,197 |
| 2022 | $2,194,589 | $8,212,254 | $34,148,874 | $-6,017,665 |
| 2021 | $5,347,183 | $2,039,860 | $40,078,075 | $3,307,323 |
| 2020 | $6,651,218 | $1,808,963 | $36,919,220 | $4,842,255 |
| 2019 | $12,510,654 | $1,977,823 | $31,811,740 | $10,532,831 |
| 2018 | $3,609,507 | $2,090,081 | $25,992,545 | $1,519,426 |
Compare City of Santa Clara VEBA Postretirement Medical Reimbursement Account Plan Trust with other nonprofits in Washington and across the country.