YMutual & Membership BenefitEIN: 207392576· Ruling Year: 2008

Dana Non-union Retiree Veba Trust

Chicago, Illinois

BHealth Score
60B

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

Working Capital Ratio (net assets ÷ expenses)

This Org6.65×
Peer Median29.60×
💰
$2.8M
Total Revenue
📊
$6.1M
Total Expenses
🏦
$40.7M
Net Assets
📋
$1.3M
Total Liabilities

Financial Trends

5-Year Trend Analysis

Financial Health Indicators

Revenue Growth
-29.3%
Year-over-year change (2022 → 2023)
Net Margin
-117.9%
Revenue minus expenses as % of revenue
Working Capital Ratio
6.65
Net assets divided by total expenses
Liabilities-to-Assets
3.0%
Total liabilities as % of total assets

Filing History

13 filings on record
YearRevenueExpensesAssets
2023$2,809,19529%$6,122,0461%$41,967,9572%
2022$3,974,43031%$6,069,58411%$41,166,04322%
2021$5,743,99533%$6,803,4968%$53,031,597
2020$4,315,1111%$6,326,7068%$52,926,8331%
2019$4,361,51532%$6,913,4633%$52,485,9776%
2018$6,417,2534%$6,695,03916%$49,408,95513%
2017$6,184,75216%$8,012,4819%$57,042,8025%
2016$5,311,52020%$8,832,6562%$54,285,5404%
2015$6,603,9848%$8,672,0441%$56,254,9739%
2014$7,164,71922%$8,719,7071%$61,511,9594%
2013$9,194,14732%$8,828,3553%$64,108,6395%
2012$6,982,31511%$9,123,59116%$61,033,1803%
2011$7,854,623$10,877,332$59,309,324

Frequently Asked Questions

What does Dana Non-union Retiree Veba Trust do?

Dana Non-union Retiree Veba Trust is a mutual & membership benefit nonprofit organization based in Illinois. It is classified under NTEE code Y43 and is registered as a 501(c) tax-exempt organization with the IRS.

Is Dana Non-union Retiree Veba Trust financially healthy?

Based on our 9-metric Financial Health Score model, Dana Non-union Retiree Veba Trust has a score of 60/100 (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 Dana Non-union Retiree Veba Trust generate?

Dana Non-union Retiree Veba Trust reports $4.1M in annual revenue and holds $40.0M in total assets, based on IRS filings.

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