Wells Fargo & Company Short Term Disability Plan & Trust

Des Moines, Iowa

B-Health Score
47B-

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 75 peers in Mutual & Membership Benefit with $100M-$1B revenue

💰
$136.3M
Total Revenue
📊
$137.5M
Total Expenses
🏦
$31.5M
Net Assets
📋
N/A
Total Liabilities

Financial Trends

5-Year Trend Analysis

Financial Health Indicators

Revenue Growth
-15.6%
Year-over-year change (2022 → 2023)
Net Margin
-0.9%
Revenue minus expenses as % of revenue

Filing History

6 filings on record
YearRevenueExpensesAssets
2023$136,344,130↓16%$137,517,499↓11%$31,523,475↓4%
2022$161,475,661↓2%$154,487,336↓4%$32,696,844↑27%
2021$165,255,713↑10%$160,826,619↑11%$25,708,519↑21%
2020$150,297,052↑13%$145,198,615↑5%$21,279,425↑32%
2019$133,582,879↓12%$138,334,232↑6%$16,180,988↓23%
2018$151,632,786$130,700,445$20,932,341

Frequently Asked Questions

What does Wells Fargo & Company Short Term Disability Plan & Trust do?▼

Wells Fargo & Company Short Term Disability Plan & Trust is a mutual & membership benefit nonprofit organization based in Iowa. It is classified under NTEE code Y43 and is registered as a 501(c) tax-exempt organization with the IRS.

Is Wells Fargo & Company Short Term Disability Plan & Trust financially healthy?▼

Based on our 9-metric Financial Health Score model, Wells Fargo & Company Short Term Disability Plan & Trust has a score of 47/100 (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 & Company Short Term Disability Plan & Trust generate?▼

Wells Fargo & Company Short Term Disability Plan & Trust reports $122.0M in annual revenue and holds $23.1M in total assets, based on IRS filings.

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