YMutual & Membership BenefitEIN: 047026329· Ruling Year: 2014

Employee Contribution Veba Trust For Southern Methodist University

Clinton, Iowa

BHealth Score
61B

Financial Health Score

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

Above Average

💰
$751K
Total Revenue
📊
$744K
Total Expenses
🏦
$1.1M
Net Assets
📋
N/A
Total Liabilities

Financial Trends

5-Year Trend Analysis

Financial Health Indicators

Revenue Growth
-9.1%
Year-over-year change (2022 → 2023)
Net Margin
+0.9%
Revenue minus expenses as % of revenue

Filing History

11 filings on record
YearRevenueExpensesAssets
2023$750,7109%$744,2416%$1,104,0279%
2022$826,0692%$788,090$1,012,49813%
2021$839,3191%$784,4861%$1,158,7195%
2020$828,1515%$778,0583%$1,099,70111%
2019$788,6776%$755,6485%$994,25314%
2018$838,3352%$792,1863%$868,4805%
2017$851,852$813,8471%$911,50313%
2016$855,9121%$820,7495%$810,0595%
2015$865,2639%$779,2178%$769,0845%
2014$947,2395%$851,1063%$730,12313%
2013$901,900$826,033$646,566

Frequently Asked Questions

What does Employee Contribution Veba Trust For Southern Methodist University do?

Employee Contribution Veba Trust For Southern Methodist University 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 Employee Contribution Veba Trust For Southern Methodist University financially healthy?

Based on our 9-metric Financial Health Score model, Employee Contribution Veba Trust For Southern Methodist University has a score of 61/100 (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 Employee Contribution Veba Trust For Southern Methodist University generate?

Employee Contribution Veba Trust For Southern Methodist University reports $894K in annual revenue and holds $1.2M in total assets, based on IRS filings.

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