Fidelity Welfare Benefit Plans Veba Trust
Westlake, Texas
Financial Health Score
9-metric score across financial health, operational efficiency, and organizational resilience. Based on IRS Form 990 data.
Above Average
How This Organization Compares
Compared to 22 peers in Mutual & Membership Benefit with $10M-$100M revenue
Working Capital Ratio (net assets ÷ expenses)
Financial Trends
5-Year Trend Analysis
Financial Health Indicators
Filing History
14 filings on record| Year | Revenue | Expenses | Assets | |
|---|---|---|---|---|
| 2023 | $20,107,374↓87% | $22,669,357↑18% | $894,505,364↑6% | — |
| 2022 | $156,797,025↑179% | $19,202,016↓12% | $846,203,164↑8% | — |
| 2021 | $56,193,264↑174% | $21,754,093↑17% | $785,854,843↑7% | — |
| 2020 | $20,493,745↓17% | $18,534,009↓14% | $731,705,969↑8% | — |
| 2019 | $24,703,001↓72% | $21,593,327↑93% | $676,952,810↑11% | — |
| 2018 | $88,587,527↑186% | $11,192,769↓29% | $609,761,944↑6% | — |
| 2017 | $31,000,218↓48% | $15,876,158↑130% | $576,208,431↑19% | — |
| 2016 | $59,338,749↓28% | $6,906,418↑36% | $483,478,216↑13% | — |
| 2015 | $82,500,019↓3% | $5,073,421↑156% | $428,132,328↑15% | — |
| 2014 | $85,058,926↑4% | $1,984,919↑2% | $371,379,657↑30% | — |
| 2013 | $82,021,294↑445474% | $1,936,965↑116% | $285,294,221↑56% | — |
| 2012 | $18,408↓100% | $898,161↑23% | $183,209,392 | — |
| 2011 | $70,011,612↑8% | $732,407↑76% | $184,088,615↑60% | — |
| 2010 | $65,012,705 | $415,454 | $114,841,240 | — |
Frequently Asked Questions
What does Fidelity Welfare Benefit Plans Veba Trust do?▼
Fidelity Welfare Benefit Plans Veba Trust is a mutual & membership benefit nonprofit organization based in Texas. It is classified under NTEE code Y20 and is registered as a 501(c) tax-exempt organization with the IRS.
Is Fidelity Welfare Benefit Plans Veba Trust financially healthy?▼
Based on our 9-metric Financial Health Score model, Fidelity Welfare Benefit Plans Veba Trust has a score of 59/100 (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 Fidelity Welfare Benefit Plans Veba Trust generate?▼
Fidelity Welfare Benefit Plans Veba Trust reports $42.7M in annual revenue and holds $953.6M in total assets, based on IRS filings.
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