YMutual & Membership BenefitEIN: 467470544· Ruling Year: 2015

Cal Poly Corporation Veba Tr

San Luis Obispo, California

B+Health Score
66B+

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 2 peers in Mutual & Membership Benefit with $1M-$10M revenue

Working Capital Ratio (net assets ÷ expenses)

This Org17.62×
Peer Median29.60×
💰
$1.1M
Total Revenue
📊
$1.5M
Total Expenses
🏦
$26.2M
Net Assets
📋
$14K
Total Liabilities

Financial Trends

5-Year Trend Analysis

Financial Health Indicators

Revenue Growth
-17.0%
Year-over-year change (2022 → 2023)
Net Margin
-34.7%
Revenue minus expenses as % of revenue
Working Capital Ratio
17.62
Net assets divided by total expenses
Liabilities-to-Assets
0.1%
Total liabilities as % of total assets

Filing History

10 filings on record
YearRevenueExpensesAssets
2023$1,105,36817%$1,488,5961%$26,247,7131%
2022$1,332,45821%$1,469,0373%$25,988,99115%
2021$1,683,4907%$1,519,9424%$30,636,88719%
2020$1,569,53637%$1,577,1731%$25,667,4902%
2019$2,484,35497%$1,593,2827%$26,212,0992%
2018$1,261,75120%$1,484,62123%$25,665,7642%
2017$1,050,49560%$1,202,4253%$25,141,7457%
2016$2,598,47760%$1,164,66614%$23,572,4705%
2015$6,557,11462%$1,024,585200%$22,446,39628%
2014$17,394,914$341,103$17,526,643

Frequently Asked Questions

What does Cal Poly Corporation Veba Tr do?

Cal Poly Corporation Veba Tr is a mutual & membership benefit nonprofit organization based in California. It is classified under NTEE code Y43 and is registered as a 501(c) tax-exempt organization with the IRS.

Is Cal Poly Corporation Veba Tr financially healthy?

Based on our 9-metric Financial Health Score model, Cal Poly Corporation Veba Tr has a score of 66/100 (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 Cal Poly Corporation Veba Tr generate?

Cal Poly Corporation Veba Tr reports $1.6M in annual revenue and holds $27.3M in total assets, based on IRS filings.

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Cal Poly Corporation Veba Tr — San Luis Obispo, CA | GiveScope