ZUnclassifiedEIN: 411713318· 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

💰
$52.6M
Total Revenue
📊
$46.8M
Total Expenses
🏦
$284.4M
Net Assets
📋
N/A
Total Liabilities

Financial Trends

5-Year Trend Analysis

Financial Health Indicators

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

Filing History

13 filings on record
YearRevenueExpensesAssets
2023$52,639,4225%$46,780,33215%$284,432,3783%
2022$55,430,21119%$54,873,61110%$277,132,2506%
2021$46,494,2827%$49,762,45414%$295,455,0252%
2020$50,023,3121%$57,882,93211%$302,144,7182%
2019$50,465,2888%$64,961,1547%$307,646,2912%
2018$54,738,32421%$69,735,01112%$300,150,7428%
2017$45,121,76244%$62,007,06435%$326,455,3391%
2016$81,208,2564%$94,851,7623%$322,198,1811%
2015$77,907,26121%$97,548,5937%$325,654,5147%
2014$98,338,94121%$105,062,7178%$348,470,600
2013$81,516,6472%$97,376,8931%$347,878,6613%
2012$83,505,11823%$98,849,32432%$339,369,9131%
2011$107,870,505$144,499,827$343,242,184

Frequently Asked Questions

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

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?

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?

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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