Z โ€” UnclassifiedEIN: 411713318ยท Ruling Year: 1992

Wells Fargo & Co Employee Benefit Trust For Retiree

Minneapolis, Minnesota

B+Health Score
72B+

Financial Health Score

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

Good

How This Organization Compares

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

๐Ÿ’ฐ
$52.6M
Total Revenue
๐Ÿ“Š
$46.8M
Total Expenses
๐Ÿฆ
$284.4M
Net Assets
๐Ÿ“‹
N/A
Total Liabilities

Financial Trends

5-Year Trend Analysis

Financial Health Indicators

Revenue Growth
-5.0%
Year-over-year change (2022 โ†’ 2023)
Net Margin
+11.1%
Revenue minus expenses as % of revenue

Filing History

13 filings on record
YearRevenueExpensesAssets
2023$52,639,422โ†“5%$46,780,332โ†“15%$284,432,378โ†‘3%
2022$55,430,211โ†‘19%$54,873,611โ†‘10%$277,132,250โ†“6%
2021$46,494,282โ†“7%$49,762,454โ†“14%$295,455,025โ†“2%
2020$50,023,312โ†“1%$57,882,932โ†“11%$302,144,718โ†“2%
2019$50,465,288โ†“8%$64,961,154โ†“7%$307,646,291โ†‘2%
2018$54,738,324โ†‘21%$69,735,011โ†‘12%$300,150,742โ†“8%
2017$45,121,762โ†“44%$62,007,064โ†“35%$326,455,339โ†‘1%
2016$81,208,256โ†‘4%$94,851,762โ†“3%$322,198,181โ†“1%
2015$77,907,261โ†“21%$97,548,593โ†“7%$325,654,514โ†“7%
2014$98,338,941โ†‘21%$105,062,717โ†‘8%$348,470,600
2013$81,516,647โ†“2%$97,376,893โ†“1%$347,878,661โ†‘3%
2012$83,505,118โ†“23%$98,849,324โ†“32%$339,369,913โ†“1%
2011$107,870,505$144,499,827$343,242,184

Frequently Asked Questions

What does Wells Fargo & Co Employee Benefit Trust For Retiree do?โ–ผ

Wells Fargo & Co Employee Benefit Trust For Retiree is a unclassified nonprofit organization based in Minnesota. It is classified under NTEE code Z and is registered as a 501(c) tax-exempt organization with the IRS.

Is Wells Fargo & Co Employee Benefit Trust For Retiree financially healthy?โ–ผ

Based on our 9-metric Financial Health Score model, Wells Fargo & Co Employee Benefit Trust For Retiree has a score of 72/100 (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 Wells Fargo & Co Employee Benefit Trust For Retiree generate?โ–ผ

Wells Fargo & Co Employee Benefit Trust For Retiree reports $43.3M in annual revenue and holds $279.6M in total assets, based on IRS filings.

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Wells Fargo & Co Employee Benefit Trust For Retiree โ€” Minneapolis, MN | GiveScope