Sbv Health Plan Trust
EIN: 396500860 · Green Bay, WI
| Metric | Value |
|---|---|
| Total Revenue | $6.0M |
| Total Expenses | $5.5M |
| Net Assets | $58K |
Is Sbv Health Plan Trust Legit?
Insufficient Data
Assessment based on IRS 990 filings, spending patterns, and AI analysis. Not a guarantee of legitimacy. Full charity check →
About Sbv Health Plan Trust
Sbv Health Plan Trust (EIN: 396500860) is a nonprofit organization based in Green Bay, WI. The organization reported total revenue of $6.0M and total assets of $706K according to its most recent IRS 990 filing. This transparency report provides an AI-powered analysis of Sbv Health Plan Trust's financial health, spending patterns, executive compensation, and overall mission effectiveness based on publicly available IRS data.
Organization Overview
Sbv Health Plan Trust is a mid-size nonprofit that has been operating for 34 years, with 13 years of IRS 990 filings on record (2011–2023). Revenue has grown at a compound annual rate of 3.4%.
Key Financial Metrics (2023)
From the most recent IRS 990 filing on record:
| Total Revenue | $4.9M |
| Total Expenses | $5.5M |
| Surplus / Deficit | $-562,853 |
| Total Assets | $58K |
| Net Assets | $58K |
| Operating Margin | -11.4% |
| Months of Reserves | 0.1 months |
Financial Health Grade: C
In 2023, Sbv Health Plan Trust reported a deficit of $563K with expenses exceeding revenue, holds 0.1 months of operating reserves (limited).
Financial Trends
Over 13 years of filings (2011–2023), Sbv Health Plan Trust's revenue has grown at a compound annual growth rate (CAGR) of 3.4%.
| Year | Revenue Change | Expense Change | Asset Change |
|---|---|---|---|
| 2023 | -11.0% | +0.8% | -90.6% |
| 2022 | +32.8% | +28.5% | +17.8% |
| 2021 | -22.1% | -13.4% | -11.2% |
| 2020 | +6.9% | -0.6% | +354.1% |
| 2019 | +8.1% | +6.3% | +198.1% |
IRS Tax-Exempt Classification
| IRS Classification Codes | 1000 |
| IRS Ruling Date | 1992 |
Classification data from ProPublica Nonprofit Explorer. Additional BMF data may be available after enrichment.
AI Analysis Pending
AI enrichment for Sbv Health Plan Trust has not yet been completed. Basic IRS 990 data is shown below. Check back later for a full transparency report including a Mission Score, spending breakdown, executive compensation analysis, and red flags assessment.
Mission Effectiveness Score
NonprofitSpending's AI analysis rates Sbv Health Plan Trust with a Mission Score of 0 out of 100 (Very Poor). This score reflects the organization's overall financial transparency, program spending efficiency, and governance indicators derived from IRS 990 public filings.
Key Financial Metrics (2023)
From the most recent IRS 990 filing on record:
- The organization reported a deficit of $563K, with expenses exceeding revenue.
Frequently Asked Questions about Sbv Health Plan Trust
Is Sbv Health Plan Trust a legitimate charity?
Sbv Health Plan Trust (EIN: 396500860) is a registered tax-exempt nonprofit based in Wisconsin. It has 13 years of IRS 990 filings on record. Total revenue: $6.0M. No red flags identified. Financial health grade: C.
How does Sbv Health Plan Trust spend its money?
Sbv Health Plan Trust reported $6.0M in total revenue in IRS 990 filings. 13 years of filing data available. Expenses exceeded revenue in the most recent year. Review the full spending breakdown on NonprofitSpending.
Are donations to Sbv Health Plan Trust tax-deductible?
Sbv Health Plan Trust is registered as a tax-exempt nonprofit (EIN: 396500860). Donations to most 501(c)(3) organizations are tax-deductible. Consult a tax professional for your specific situation.
Where is Sbv Health Plan Trust located?
Sbv Health Plan Trust is headquartered in Green Bay, Wisconsin and files with the IRS under EIN 396500860.
How many years of IRS 990 filings does Sbv Health Plan Trust have?
Sbv Health Plan Trust has 13 years of IRS 990 filings on record at NonprofitSpending. This extensive filing history provides a strong basis for evaluating long-term financial trends. The most recent filing shows $6.0M in total revenue.
Filing History
IRS 990 filing history for Sbv Health Plan Trust showing financial trends over 13 years of public records:
Over 13 years of IRS 990 filings (2011–2023), Sbv Health Plan Trust's revenue has grown by 48.6%, moving from $3.3M to $4.9M. Total assets increased by 246.9% over the same period, from $17K to $58K. Total functional expenses rose by 65.5%, from $3.3M to $5.5M. In its most recent filing year (2023), Sbv Health Plan Trust reported a deficit of $563K, with expenses exceeding revenue.
| Year | Revenue | Expenses | Assets | Liabilities | Officer Comp. % | |
|---|---|---|---|---|---|---|
| 2023 | $4.9M | $5.5M | $58K | $0 | — | View 990 |
| 2022 | $5.5M | $5.5M | $621K | $0 | — | View 990 |
| 2021 | $4.2M | $4.2M | $527K | $0 | — | — |
| 2020 | $5.4M | $4.9M | $594K | $0 | — | — |
| 2019 | $5.0M | $4.9M | $131K | $0 | — | View 990 |
| 2018 | $4.6M | $4.6M | $44K | $0 | — | View 990 |
| 2017 | $4.8M | $4.8M | $43K | $0 | — | View 990 |
| 2016 | $4.2M | $4.2M | $40K | $0 | — | View 990 |
| 2015 | $4.0M | $4.0M | $40K | $0 | — | View 990 |
| 2014 | $3.6M | $3.8M | $43K | $0 | — | View 990 |
| 2013 | $3.8M | $3.6M | $289K | $0 | — | View 990 |
| 2012 | $3.2M | $3.1M | $79K | $0 | — | View 990 |
| 2011 | $3.3M | $3.3M | $17K | $0 | — | View 990 |
Year-by-Year Financial Summary
- 2023: Revenue of $4.9M, expenses of $5.5M, and assets of $58K (revenue -11.0% year-over-year).
- 2022: Revenue of $5.5M, expenses of $5.5M, and assets of $621K (revenue +32.8% year-over-year).
- 2021: Revenue of $4.2M, expenses of $4.2M, and assets of $527K (revenue -22.1% year-over-year).
- 2020: Revenue of $5.4M, expenses of $4.9M, and assets of $594K (revenue +6.9% year-over-year).
- 2019: Revenue of $5.0M, expenses of $4.9M, and assets of $131K (revenue +8.1% year-over-year).
- 2018: Revenue of $4.6M, expenses of $4.6M, and assets of $44K (revenue -4.3% year-over-year).
- 2017: Revenue of $4.8M, expenses of $4.8M, and assets of $43K (revenue +16.0% year-over-year).
- 2016: Revenue of $4.2M, expenses of $4.2M, and assets of $40K (revenue +4.2% year-over-year).
- 2015: Revenue of $4.0M, expenses of $4.0M, and assets of $40K (revenue +11.9% year-over-year).
- 2014: Revenue of $3.6M, expenses of $3.8M, and assets of $43K (revenue -5.9% year-over-year).
- 2013: Revenue of $3.8M, expenses of $3.6M, and assets of $289K (revenue +20.3% year-over-year).
- 2012: Revenue of $3.2M, expenses of $3.1M, and assets of $79K (revenue -4.7% year-over-year).
- 2011: Revenue of $3.3M, expenses of $3.3M, and assets of $17K.
View Individual Filing Years
Explore detailed financial data from each IRS 990 filing year for Sbv Health Plan Trust:
Data Sources and Methodology
This transparency report for Sbv Health Plan Trust is generated by NonprofitSpending's AI analysis engine. The data is sourced from publicly available IRS 990 filings accessed through the ProPublica Nonprofit Explorer API and IRS electronic filing records. The Mission Score, spending breakdown, and other analytical insights are produced by artificial intelligence and should be used as one of multiple factors when evaluating a nonprofit organization.
IRS 990 forms are annual information returns that most tax-exempt organizations must file with the IRS. These forms provide detailed financial information including revenue, expenses, assets, liabilities, and compensation of officers. NonprofitSpending processes this data to provide accessible transparency reports for donors, researchers, and the general public.
Disclaimer
AI-generated analysis based on IRS public records. Not financial or legal advice. Verify information directly with the organization.