Employer-contribution Veba Trust For Southern Methodist University
Only null% goes to programs Strong reserves Growing revenue
Employer-contribution Veba Trust For Southern Methodist University is a 501(c)(9) organization based in Clinton, Iowa, registered in 2014, with $16,088,247 in FY2024 revenue. CharityIndex grades it B.
Po Box 4391, Clinton, IA, 52733 EIN 04-7026330 Since 2014
Revenue (FY2024)
$16.1M
▲ 176.6% vs prior year
Membership median: $185K
Expenses (FY2024)
$3.6M
Net assets
$58.7M
Employees
—
CharityIndex rating
One independent A+ to F grade from four published criteria, each scored separately from IRS filings and combined by weight.
B
—Program efficiency40% of the ratingNo expense breakdown in filings
Measures how much of every dollar spent actually reaches programs, plus what it costs to raise $100 of donations. The worse of the two measures sets the letter (85%+ to programs is an A; under $15 to raise $100 is an A), averaged over the three most recent filings. Not scored for Employer-contribution Veba Trust For Southern Methodist University— this filing type doesn't report it, and the rating simply skips it (never counts it against the organization). See the exact thresholds →
B+Financial health25% of the rating195 mo reserves · +78% margin
Measures whether the organization is built to last: how many months its reserves would cover expenses (3+ months earns an A-range score, but hoarding 5+ years of budget is capped) and whether it runs a surplus or a deficit. For Employer-contribution Veba Trust For Southern Methodist University: 195 mo reserves · +78% margin earns a B+ on this criterion. See the exact thresholds →
—Governance25% of the ratingNot reported in this filing type
Checks how the organization is run, from its own Form 990: an independent board majority, a board of five or more, conflict-of-interest, whistleblower and document-retention policies, and independently audited financials. The share of disclosed checks that pass sets the letter. Not scored for Employer-contribution Veba Trust For Southern Methodist University— this filing type doesn't report it, and the rating simply skips it (never counts it against the organization). See the exact thresholds →
CTransparency10% of the rating2 of 5 disclosure signals
Counts five disclosure signals: a recent filing, a mission statement, program descriptions, a listed website, and the full expense breakdown. More disclosure, better letter. For Employer-contribution Veba Trust For Southern Methodist University: 2 of 5 disclosure signals earns a C on this criterion. See the exact thresholds →
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Contact & location
- Address
- Po Box 4391, Clinton, IA, 52733
- City
- Clinton
- State
- Iowa
- Category
- Mutual & Membership Benefit
- Subcategory
- Fraternal Societies
- Website
- …
Financial trends
Revenue grew from $4.0M (FY2013) to $16.1M (FY2024) across 11 reported years.
Financial snapshot
Financial health & position (FY2024)
Liabilities $0Net assets $58.7M
Operating margin
77.5%
Revenue exceeded expenses in the latest fiscal year.
Total assets
$58.7M
Total liabilities
$0
Net assets
$58.7M
Financials by year
| Fiscal year | Revenue | Expenses | Net assets | Total assets | Form |
|---|---|---|---|---|---|
| 2024 | $16,088,247▲177% | $3,616,087▲19.4% | $58,709,789▲14.4% | $58,709,789▲14.4% | 990 |
| 2023 | $5,815,432▼20.7% | $3,028,267▲4.0% | $51,319,654▲17.5% | $51,319,654▲17.5% | 990 |
| 2022 | $7,338,068▼11.4% | $2,912,301▲13.0% | $43,658,195▼9.8% | $43,658,195▼9.8% | 990 |
| 2021 | $8,284,822▲22.7% | $2,576,276▲5.6% | $48,413,051▲14.5% | $48,413,051▲14.5% | 990 |
| 2020 | $6,753,732▲19.9% | $2,439,901▲1.4% | $42,272,444▲19.8% | $42,272,444▲19.8% | 990 |
| 2019 | $5,633,502▼5.6% | $2,406,114▲12.8% | $35,290,075▲25.6% | $35,290,075▲25.6% | 990 |
| 2018 | $5,966,560▲24.9% | $2,132,924▲4.9% | $28,098,921▲25.5% | $28,098,921▲25.5% | 990 |
| 2016 | $4,777,970▼2.5% | $2,032,672▲10.3% | $22,398,166▲15.6% | $22,398,166▲15.6% | 990 |
| 2015 | $4,898,296▲8.6% | $1,842,926▲24.9% | $19,379,959▲10.6% | $19,379,959▲10.6% | 990 |
| 2014 | $4,509,579▲14.0% | $1,476,093▲16.1% | $17,520,395▲18.1% | $17,520,395▲18.1% | 990 |
| 2013 | $3,956,787 | $1,271,739 | $14,834,155 | $14,834,155 | 990 |
Original Form 990 PDFs (the Form column) are served by ProPublica Nonprofit Explorer, as filed with the IRS. Create a free account to download the CSV report.
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Frequently asked questions
- Is Employer-contribution Veba Trust For Southern Methodist University a legitimate nonprofit?
- Yes. Employer-contribution Veba Trust For Southern Methodist University is a 501(c)(9) organization registered with the U.S. Internal Revenue Service under EIN 04-7026330, based in Clinton, Iowa.
- What is Employer-contribution Veba Trust For Southern Methodist University's EIN?
- Employer-contribution Veba Trust For Southern Methodist University's Employer Identification Number (EIN) is 04-7026330.
- How much revenue does Employer-contribution Veba Trust For Southern Methodist University report?
- Employer-contribution Veba Trust For Southern Methodist University reported $16,088,247 in total revenue on its fiscal year 2024 IRS Form 990 filing.
- What financial grade does Employer-contribution Veba Trust For Southern Methodist University have?
- CharityIndex grades Employer-contribution Veba Trust For Southern Methodist University B, based on financial health (reserves and operating margin).
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Data for Employer-contribution Veba Trust For Southern Methodist University (EIN 04-7026330) comes from the IRS Business Master File and e-filed Form 990 returns, via CharityIndex. Figures reflect what the organization reported to the IRS for each fiscal year.