Employer-contribution Veba Trust for Southern Methodist University

Clinton, Iowa

B+Health Score
65B+

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

💰
$5.8M
Total Revenue
📊
$3.0M
Total Expenses
🏦
$51.3M
Net Assets
📋
N/A
Total Liabilities

Financial Trends

5-Year Trend Analysis

Financial Health Indicators

Revenue Growth
-20.7%
Year-over-year change (2022 → 2023)
Net Margin
+47.9%
Revenue minus expenses as % of revenue

Filing History

11 filings on record
YearRevenueExpensesAssets
2023$5,815,43221%$3,028,2674%$51,319,65418%
2022$7,338,06811%$2,912,30113%$43,658,19510%
2021$8,284,82223%$2,576,2766%$48,413,05115%
2020$6,753,73220%$2,439,9011%$42,272,44420%
2019$5,633,5026%$2,406,11413%$35,290,07526%
2018$5,966,56018%$2,132,9243%$28,098,9211%
2017$5,065,7806%$2,069,6882%$27,802,58624%
2016$4,777,9702%$2,032,67210%$22,398,16616%
2015$4,898,2969%$1,842,92625%$19,379,95911%
2014$4,509,57914%$1,476,09316%$17,520,39518%
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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