YMutual & Membership BenefitEIN: 261187254· Ruling Year: 2009

American United Life Insurance Company Welfare Benefits Trust

Indianapolis, Indiana

B-Health Score
49B-

Financial Health Score

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

Average

How This Organization Compares

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

Working Capital Ratio (net assets ÷ expenses)

This Org0.05×
Peer Median10.70×
💰
$38.0M
Total Revenue
📊
$37.2M
Total Expenses
🏦
$2.0M
Net Assets
📋
$4.5M
Total Liabilities

Financial Trends

5-Year Trend Analysis

Financial Health Indicators

Revenue Growth
+12.1%
Year-over-year change (2022 → 2023)
Net Margin
+2.0%
Revenue minus expenses as % of revenue
Working Capital Ratio
0.05
Net assets divided by total expenses
Liabilities-to-Assets
69.8%
Total liabilities as % of total assets

Filing History

14 filings on record
YearRevenueExpensesAssets
2023$37,965,95112%$37,187,9955%$6,510,81011%
2022$33,855,08621%$35,399,15914%$5,888,58930%
2021$27,962,0298%$31,160,39930%$8,410,7568%
2020$25,935,72512%$23,918,02414%$7,753,20823%
2019$29,577,343$27,918,5547%$6,322,92035%
2018$29,430,3667%$26,046,1954%$4,695,744286%
2017$27,551,56110%$27,189,1334%$1,215,48528%
2016$25,046,34026%$26,021,64923%$1,698,36037%
2015$19,911,61422%$21,111,44318%$1,235,22949%
2014$16,361,1521%$17,846,66111%$2,422,06420%
2013$16,573,2132%$16,128,3593%$3,045,6721%
2012$16,949,6096%$16,575,2107%$3,027,67719%
2011$17,960,2576%$17,865,52815%$2,534,3672%
2010$16,892,583$15,558,720$2,478,383

Frequently Asked Questions

What does American United Life Insurance Company Welfare Benefits Trust do?

American United Life Insurance Company Welfare Benefits Trust is a mutual & membership benefit nonprofit organization based in Indiana. It is classified under NTEE code Y20 and is registered as a 501(c) tax-exempt organization with the IRS.

Is American United Life Insurance Company Welfare Benefits Trust financially healthy?

Based on our 9-metric Financial Health Score model, American United Life Insurance Company Welfare Benefits Trust has a score of 49/100 (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 American United Life Insurance Company Welfare Benefits Trust generate?

American United Life Insurance Company Welfare Benefits Trust reports $39.0M in annual revenue and holds $7.0M in total assets, based on IRS filings.

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