Employer-contribution Veba Trust for Southern Methodist University
Clinton, Iowa
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 22 peers in Mutual & Membership Benefit with $10M-$100M revenue
Financial Trends
5-Year Trend Analysis
Financial Health Indicators
Filing History
11 filings on record| Year | Revenue | Expenses | Assets | |
|---|---|---|---|---|
| 2023 | $5,815,432↓21% | $3,028,267↑4% | $51,319,654↑18% | |
| 2022 | $7,338,068↓11% | $2,912,301↑13% | $43,658,195↓10% | — |
| 2021 | $8,284,822↑23% | $2,576,276↑6% | $48,413,051↑15% | — |
| 2020 | $6,753,732↑20% | $2,439,901↑1% | $42,272,444↑20% | — |
| 2019 | $5,633,502↓6% | $2,406,114↑13% | $35,290,075↑26% | — |
| 2018 | $5,966,560↑18% | $2,132,924↑3% | $28,098,921↑1% | — |
| 2017 | $5,065,780↑6% | $2,069,688↑2% | $27,802,586↑24% | — |
| 2016 | $4,777,970↓2% | $2,032,672↑10% | $22,398,166↑16% | — |
| 2015 | $4,898,296↑9% | $1,842,926↑25% | $19,379,959↑11% | — |
| 2014 | $4,509,579↑14% | $1,476,093↑16% | $17,520,395↑18% | — |
| 2013 | $3,956,787 | $1,271,739 | $14,834,155 | — |
Frequently Asked Questions
What does Employer-contribution Veba Trust for Southern Methodist University do?▼
Employer-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 Employer-contribution Veba Trust for Southern Methodist University financially healthy?▼
Based on our 9-metric Financial Health Score model, Employer-contribution Veba Trust for Southern Methodist University 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 Southern Methodist University generate?▼
Employer-contribution Veba Trust for Southern Methodist University reports $16.1M in annual revenue and holds $58.7M in total assets, based on IRS filings.
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