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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