YMutual & Membership BenefitEIN: 043838451· Ruling Year: 2015

Employer-contribution Veba Trust For The Andrew W Mellon Foundation

Clinton, Iowa

B+Health Score
67B+

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

💰
$456K
Total Revenue
📊
$205K
Total Expenses
🏦
$5.7M
Net Assets
📋
N/A
Total Liabilities

Financial Trends

5-Year Trend Analysis

Financial Health Indicators

Revenue Growth
-10.8%
Year-over-year change (2022 → 2023)
Net Margin
+55.1%
Revenue minus expenses as % of revenue

Filing History

10 filings on record
YearRevenueExpensesAssets
2023$456,28111%$204,95544%$5,716,71917%
2022$511,44831%$142,26482%$4,880,29413%
2021$737,65768%$78,09416%$5,594,86115%
2020$439,65013%$92,68422%$4,848,17216%
2019$388,0057%$75,93480%$4,183,54324%
2018$417,20917%$42,1873%$3,382,1591%
2017$356,6396%$43,41452%$3,431,40323%
2016$335,6986%$90,49776%$2,798,63011%
2015$356,53118%$51,56225%$2,519,2626%
2014$302,292$41,345$2,377,830

Frequently Asked Questions

What does Employer-contribution Veba Trust For The Andrew W Mellon Foundation do?

Employer-contribution Veba Trust For The Andrew W Mellon Foundation 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 The Andrew W Mellon Foundation financially healthy?

Based on our 9-metric Financial Health Score model, Employer-contribution Veba Trust For The Andrew W Mellon Foundation has a score of 67/100 (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 The Andrew W Mellon Foundation generate?

Employer-contribution Veba Trust For The Andrew W Mellon Foundation reports $1.8M in annual revenue and holds $6.6M in total assets, based on IRS filings.

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