Y — Mutual & Membership BenefitEIN: 043838451· Ruling Year: 2015

Employer-contribution Veba Trust For The Andrew W Mellon Foundation

Clinton, Iowa

B+Health Score
67B+

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

💰
$456K
Total Revenue
📊
$205K
Total Expenses
🏦
$5.7M
Net Assets
📋
N/A
Total Liabilities

Financial Trends

5-Year Trend Analysis

Financial Health Indicators

Revenue Growth
-10.8%
Year-over-year change (2022 → 2023)
Net Margin
+55.1%
Revenue minus expenses as % of revenue

Filing History

10 filings on record
YearRevenueExpensesAssets
2023$456,281↓11%$204,955↑44%$5,716,719↑17%
2022$511,448↓31%$142,264↑82%$4,880,294↓13%
2021$737,657↑68%$78,094↓16%$5,594,861↑15%
2020$439,650↑13%$92,684↑22%$4,848,172↑16%
2019$388,005↓7%$75,934↑80%$4,183,543↑24%
2018$417,209↑17%$42,187↓3%$3,382,159↓1%
2017$356,639↑6%$43,414↓52%$3,431,403↑23%
2016$335,698↓6%$90,497↑76%$2,798,630↑11%
2015$356,531↑18%$51,562↑25%$2,519,262↑6%
2014$302,292$41,345$2,377,830

Frequently Asked Questions

What does Employer-contribution Veba Trust For The Andrew W Mellon Foundation do?▼

Employer-contribution Veba Trust For The Andrew W Mellon Foundation 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 Andrew W Mellon Foundation financially healthy?▼

Based on our 9-metric Financial Health Score model, Employer-contribution Veba Trust For The Andrew W Mellon Foundation has a score of 67/100 (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 Andrew W Mellon Foundation generate?▼

Employer-contribution Veba Trust For The Andrew W Mellon Foundation reports $1.8M in annual revenue and holds $6.6M in total assets, based on IRS filings.

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