YMutual & Membership BenefitEIN: 832286028· Ruling Year: 2019

City Of San Jose Sworn Veba Health Savings Trust

San Jose, California

A-Health Score
76A-

Financial Health Score

9-metric score across financial health, operational efficiency, and organizational resilience. Based on IRS Form 990 data.

Very Good

How This Organization Compares

Compared to 2 peers in Mutual & Membership Benefit with $1M-$10M revenue

💰
$4.7M
Total Revenue
📊
$224K
Total Expenses
🏦
$26.8M
Net Assets
📋
N/A
Total Liabilities

Financial Trends

5-Year Trend Analysis

Financial Health Indicators

Revenue Growth
+14.5%
Year-over-year change (2022 → 2023)
Net Margin
+95.2%
Revenue minus expenses as % of revenue

Filing History

6 filings on record
YearRevenueExpensesAssets
2023$4,694,71014%$223,85622%$26,816,76627%
2022$4,100,53521%$183,777104%$21,068,17214%
2021$3,389,63020%$90,2694%$18,473,98038%
2020$2,830,15124%$86,756163%$13,415,90627%
2019$2,288,04872%$33,0011284%$10,535,34427%
2018$8,282,681$2,384$8,280,297

Frequently Asked Questions

What does City Of San Jose Sworn Veba Health Savings Trust do?

City Of San Jose Sworn Veba Health Savings Trust is a mutual & membership benefit nonprofit organization based in California. It is classified under NTEE code Y44 and is registered as a 501(c) tax-exempt organization with the IRS.

Is City Of San Jose Sworn Veba Health Savings Trust financially healthy?

Based on our 9-metric Financial Health Score model, City Of San Jose Sworn Veba Health Savings Trust has a score of 76/100 (Grade: A-). This score evaluates working capital, surplus consistency, debt ratio, revenue trends, program spending, fundraising efficiency, executive compensation, revenue diversification, and vulnerability indicators.

How much revenue does City Of San Jose Sworn Veba Health Savings Trust generate?

City Of San Jose Sworn Veba Health Savings Trust reports $6.5M in annual revenue and holds $43.2M in total assets, based on IRS filings.

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