ZUnclassifiedEIN: 311226926· Ruling Year: 1989

Western And Southern Life Insurance Company Veba Trust

Cincinnati, Ohio

B-Health Score
48B-

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 111 peers in Unclassified with $10M-$100M revenue

💰
$60.1M
Total Revenue
📊
$61.6M
Total Expenses
🏦
$10.9M
Net Assets
📋
N/A
Total Liabilities

Financial Trends

5-Year Trend Analysis

Financial Health Indicators

Revenue Growth
-4.1%
Year-over-year change (2022 → 2023)
Net Margin
-2.4%
Revenue minus expenses as % of revenue

Filing History

13 filings on record
YearRevenueExpensesAssets
2023$60,140,9594%$61,599,1203%$10,918,2266%
2022$62,709,1439%$60,027,1583%$10,331,9236%
2021$57,519,7361%$58,477,5621%$9,770,641
2020$58,091,0861%$58,814,4901%$9,813,2487%
2019$57,603,36715%$58,045,39116%$9,150,75419%
2018$50,110,4437%$50,153,2852%$7,681,5869%
2017$53,879,7368%$51,076,9291%$8,479,91560%
2016$49,741,2871%$51,351,7983%$5,308,91325%
2015$50,201,36017%$50,015,58917%$7,101,0961%
2014$60,314,94710%$59,930,6594%$7,028,307
2013$54,756,2754%$57,761,712$6,994,46123%
2012$56,918,408$57,866,2451%$9,055,7689%
2011$56,767,660$57,188,749$8,335,230

Frequently Asked Questions

What does Western And Southern Life Insurance Company Veba Trust do?

Western And Southern Life Insurance Company Veba Trust is a unclassified nonprofit organization based in Ohio. It is classified under NTEE code Z and is registered as a 501(c) tax-exempt organization with the IRS.

Is Western And Southern Life Insurance Company Veba Trust financially healthy?

Based on our 9-metric Financial Health Score model, Western And Southern Life Insurance Company Veba Trust has a score of 48/100 (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 Western And Southern Life Insurance Company Veba Trust generate?

Western And Southern Life Insurance Company Veba Trust reports $55.6M in annual revenue and holds $9.0M in total assets, based on IRS filings.

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