ZUnclassifiedEIN: 411340042

Wells Fargo & Company Employee Benefit Trust

Des Moines, Iowa

FHealth Score
24F

Financial Health Score

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

Critical

How This Organization Compares

Compared to 93 peers in Unclassified with >$1B revenue

Working Capital Ratio (net assets ÷ expenses)

This Org0.00×
Peer Median0.37×
💰
$2.5B
Total Revenue
📊
$2.6B
Total Expenses
🏦
-$2.5M
Net Assets
📋
$4.3M
Total Liabilities

Financial Trends

5-Year Trend Analysis

Financial Health Indicators

Revenue Growth
-1.5%
Year-over-year change (2022 → 2023)
Net Margin
-0.9%
Revenue minus expenses as % of revenue
Working Capital Ratio
-0.00
Net assets divided by total expenses
Liabilities-to-Assets
243.1%
Total liabilities as % of total assets

Filing History

13 filings on record
YearRevenueExpensesAssets
2023$2,546,117,4561%$2,568,229,545$1,778,99491%
2022$2,583,732,4747%$2,576,947,4137%$19,565,72953%
2021$2,769,870,4826%$2,767,506,6406%$12,780,66823%
2020$2,613,162,6273%$2,613,553,3502%$10,416,8264%
2019$2,545,434,1372%$2,566,152,1742%$10,807,54966%
2018$2,600,769,1463%$2,605,619,0803%$31,525,58613%
2017$2,527,346,6297%$2,519,603,7947%$36,375,52027%
2016$2,369,975,5826%$2,360,214,4116%$28,632,68552%
2015$2,231,072,4183%$2,216,859,2122%$18,871,514305%
2014$2,173,138,2065%$2,176,853,6395%$4,658,30844%
2013$2,074,079,6437%$2,073,432,4336%$8,373,7418%
2012$1,934,194,02317%$1,955,811,15616%$7,726,53174%
2011$2,338,411,280$2,324,828,193$29,343,664

Frequently Asked Questions

What does Wells Fargo & Company Employee Benefit Trust do?

Wells Fargo & Company Employee Benefit Trust is a unclassified nonprofit organization based in Iowa. It is classified under NTEE code Z and is registered as a 501(c) tax-exempt organization with the IRS.

Is Wells Fargo & Company Employee Benefit Trust financially healthy?

Based on our 9-metric Financial Health Score model, Wells Fargo & Company Employee Benefit Trust has a score of 24/100 (Grade: F). 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 Wells Fargo & Company Employee Benefit Trust generate?

Wells Fargo & Company Employee Benefit Trust reports $2.7B in annual revenue and holds $14.1M in total assets, based on IRS filings.

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