Valley County Veba Health Savings Trust
| Fiscal year | Revenue | Expenses | Net | Reserve mo. | Staff % |
|---|---|---|---|---|---|
| 2013 | 111,020 | 75,447 | 35,573 | 14.1 | — |
| 2014 | 110,445 | 88,792 | 21,653 | 14.9 | — |
| 2015 | 82,987 | 62,535 | 20,452 | 25.1 | — |
| 2016 | 78,527 | 59,494 | 19,033 | 30.2 | — |
| 2017 | 80,631 | 68,711 | 11,920 | 28.6 | — |
| 2018 | 84,844 | 52,167 | 32,677 | 44.8 | — |
| 2019 | 79,655 | 65,758 | 13,897 | 38.0 | — |
| 2020 | 72,319 | 44,485 | 27,834 | 63.7 | — |
| 2021 | 59,997 | 65,722 | −5,725 | 42.1 | — |
| 2022 | 33,047 | 37,646 | −4,599 | 72.0 | — |
| 2023 | 45,747 | 53,022 | −7,275 | 49.5 | — |
In its most recent public year (2023), this organization spent $7,275 more than it brought in. Its reserves stood at about 49.5 months of spending, up from 14.1 in 2013.
Reserve months = net assets ÷ average monthly spending; net assets count everything the organization owns beyond its debts — buildings and donor-restricted funds included, not just cash. Staff pay = salaries, wages, and officer compensation; it excludes benefits and payroll taxes. The IRS releases this data years after the fact — this organization's newest public year is 2023. Years refer to the calendar year in which the organization's fiscal year ended. Short-form filers do not publicly report donor-restricted balances or staffing costs. Source filings
Valley County Veba Health Savings Trust's IRS filings as a feed — one entry per filing year, through 2023. Add the address to any feed reader; in Slack, send /feed subscribe with it (pasting the link alone won't subscribe). How this feed works