Y — Mutual & Membership BenefitEIN: 047024785· Ruling Year: 2008

Employer-contribution Veba Trust For University Of San Francisco

Charlotte, North Carolina

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

💰
$672K
Total Revenue
📊
$173K
Total Expenses
🏦
$8.3M
Net Assets
📋
N/A
Total Liabilities

Financial Trends

5-Year Trend Analysis

Financial Health Indicators

Revenue Growth
-12.1%
Year-over-year change (2022 → 2023)
Net Margin
+74.3%
Revenue minus expenses as % of revenue

Filing History

13 filings on record
YearRevenueExpensesAssets
2023$671,832↓12%$172,935↑3%$8,303,781↑18%
2022$764,106↓22%$168,271↓5%$7,011,601↓12%
2021$984,693↑39%$177,649↑12%$7,923,773↑13%
2020$706,204↑26%$158,973↑3%$7,038,485↑16%
2019$561,894↓20%$154,949↑8%$6,063,540↑22%
2018$701,984↑12%$143,123↑27%$4,955,108↓2%
2017$625,273↑5%$112,446↑30%$5,043,594↑24%
2016$598,094$86,565↓6%$4,080,391↑16%
2015$596,001↑4%$91,883↑3%$3,512,845↑9%
2014$574,333↑15%$88,839↑14%$3,226,288↑15%
2013$497,876↑23%$77,876↑20%$2,809,418↑29%
2012$404,874↑4%$64,724↑6%$2,174,567↑30%
2011$389,250$60,901$1,678,854

Frequently Asked Questions

What does Employer-contribution Veba Trust For University Of San Francisco do?▼

Employer-contribution Veba Trust For University Of San Francisco is a mutual & membership benefit nonprofit organization based in North Carolina. 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 University Of San Francisco financially healthy?▼

Based on our 9-metric Financial Health Score model, Employer-contribution Veba Trust For University Of San Francisco 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 University Of San Francisco generate?▼

Employer-contribution Veba Trust For University Of San Francisco reports $2.3M in annual revenue and holds $10.8M in total assets, based on IRS filings.

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