YMutual & Membership BenefitEIN: 047025783· Ruling Year: 2009

Fidelity Welfare Benefit Plans Veba Trust

Westlake, Texas

BHealth Score
59B

Financial Health Score

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

Above Average

How This Organization Compares

Compared to 22 peers in Mutual & Membership Benefit with $10M-$100M revenue

Working Capital Ratio (net assets ÷ expenses)

This Org39.14×
Peer Median10.70×
💰
$20.1M
Total Revenue
📊
$22.7M
Total Expenses
🏦
$887.2M
Net Assets
📋
$7.3M
Total Liabilities

Financial Trends

5-Year Trend Analysis

Financial Health Indicators

Revenue Growth
-87.2%
Year-over-year change (2022 → 2023)
Net Margin
-12.7%
Revenue minus expenses as % of revenue
Working Capital Ratio
39.14
Net assets divided by total expenses
Liabilities-to-Assets
0.8%
Total liabilities as % of total assets

Filing History

14 filings on record
YearRevenueExpensesAssets
2023$20,107,37487%$22,669,35718%$894,505,3646%
2022$156,797,025179%$19,202,01612%$846,203,1648%
2021$56,193,264174%$21,754,09317%$785,854,8437%
2020$20,493,74517%$18,534,00914%$731,705,9698%
2019$24,703,00172%$21,593,32793%$676,952,81011%
2018$88,587,527186%$11,192,76929%$609,761,9446%
2017$31,000,21848%$15,876,158130%$576,208,43119%
2016$59,338,74928%$6,906,41836%$483,478,21613%
2015$82,500,0193%$5,073,421156%$428,132,32815%
2014$85,058,9264%$1,984,9192%$371,379,65730%
2013$82,021,294445474%$1,936,965116%$285,294,22156%
2012$18,408100%$898,16123%$183,209,392
2011$70,011,6128%$732,40776%$184,088,61560%
2010$65,012,705$415,454$114,841,240

Frequently Asked Questions

What does Fidelity Welfare Benefit Plans Veba Trust do?

Fidelity Welfare Benefit Plans Veba Trust is a mutual & membership benefit nonprofit organization based in Texas. It is classified under NTEE code Y20 and is registered as a 501(c) tax-exempt organization with the IRS.

Is Fidelity Welfare Benefit Plans Veba Trust financially healthy?

Based on our 9-metric Financial Health Score model, Fidelity Welfare Benefit Plans Veba Trust has a score of 59/100 (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 Fidelity Welfare Benefit Plans Veba Trust generate?

Fidelity Welfare Benefit Plans Veba Trust reports $42.7M in annual revenue and holds $953.6M in total assets, based on IRS filings.

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