Y — Mutual & 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$750,710↓9%$744,241↓6%$1,104,027↑9%
2022$826,069↓2%$788,090$1,012,498↓13%
2021$839,319↑1%$784,486↑1%$1,158,719↑5%
2020$828,151↑5%$778,058↑3%$1,099,701↑11%
2019$788,677↓6%$755,648↓5%$994,253↑14%
2018$838,335↓2%$792,186↓3%$868,480↓5%
2017$851,852$813,847↓1%$911,503↑13%
2016$855,912↓1%$820,749↑5%$810,059↑5%
2015$865,263↓9%$779,217↓8%$769,084↑5%
2014$947,239↑5%$851,106↑3%$730,123↑13%
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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