Y — Mutual & Membership BenefitEIN: 043838447· Ruling Year: 2007

Employer-contribution Veba Trust For The University Of The South

Clinton, Iowa

B+Health Score
65B+

Financial Health Score

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

Good

How This Organization Compares

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

💰
$526K
Total Revenue
📊
$307K
Total Expenses
🏦
$4.6M
Net Assets
📋
N/A
Total Liabilities

Financial Trends

5-Year Trend Analysis

Financial Health Indicators

Revenue Growth
-19.0%
Year-over-year change (2022 → 2023)
Net Margin
+41.6%
Revenue minus expenses as % of revenue

Filing History

13 filings on record
YearRevenueExpensesAssets
2023$526,450↓19%$307,320↓14%$4,560,345↑16%
2022$649,967↓11%$356,954↑16%$3,937,296↓11%
2021$726,881↑11%$308,792↑6%$4,443,034↑11%
2020$656,757↑12%$291,948↑20%$4,005,366↑17%
2019$585,997↑1%$243,599↓13%$3,410,339↑26%
2018$581,476↑6%$278,621↓4%$2,711,524↓1%
2017$549,891↑8%$291,104↑10%$2,729,480↑21%
2016$509,824↑7%$263,782↑10%$2,247,957↑14%
2015$474,360↓7%$239,137↑5%$1,976,779↑6%
2014$509,966↑9%$227,028↓1%$1,863,560↑15%
2013$468,397↑5%$229,129↓7%$1,613,923↑28%
2012$447,569$246,730↑14%$1,256,277↑30%
2011$445,761$216,831$968,855

Frequently Asked Questions

What does Employer-contribution Veba Trust For The University Of The South do?▼

Employer-contribution Veba Trust For The University Of The South is a mutual & membership benefit nonprofit organization based in Iowa. It is classified under NTEE code Y43 and is registered as a 501(c) tax-exempt organization with the IRS.

Is Employer-contribution Veba Trust For The University Of The South financially healthy?▼

Based on our 9-metric Financial Health Score model, Employer-contribution Veba Trust For The University Of The South has a score of 65/100 (Grade: B+). 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 Employer-contribution Veba Trust For The University Of The South generate?▼

Employer-contribution Veba Trust For The University Of The South reports $1.3M in annual revenue and holds $5.1M in total assets, based on IRS filings.

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