Employer-contribution Veba Trust For University of San Francisco
Only null% goes to programs Strong reserves Growing revenue
Employer-contribution Veba Trust For University of San Francisco is a 501(c)(9) organization based in Charlotte, North Carolina, registered in 2008, with $2,287,317 in FY2024 revenue. CharityIndex grades it B.
8625 Andrew Carnegie Blvd, Charlotte, NC, 28262 EIN 04-7024785 Since 2008
Revenue (FY2024)
$2.3M
▲ 240.5% vs prior year
Membership median: $185K
Expenses (FY2024)
$215K
Net assets
$10.8M
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 University of San Francisco— 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 rating601 mo reserves · +91% 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 University of San Francisco: 601 mo reserves · +91% 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 University of San Francisco— 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 University of San Francisco: 2 of 5 disclosure signals earns a C on this criterion. See the exact thresholds →
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Contact & location
- Address
- 8625 Andrew Carnegie Blvd, Charlotte, NC, 28262
- City
- Charlotte
- State
- North Carolina
- Category
- Mutual & Membership Benefit
- Subcategory
- Fraternal Societies
- Website
- …
Financial trends
Revenue grew from $498K (FY2013) to $2.3M (FY2024) across 12 reported years.
Financial snapshot
Financial health & position (FY2024)
Liabilities $0Net assets $10.8M
Operating margin
90.6%
Revenue exceeded expenses in the latest fiscal year.
Total assets
$10.8M
Total liabilities
$0
Net assets
$10.8M
Financials by year
| Fiscal year | Revenue | Expenses | Net assets | Total assets | Form |
|---|---|---|---|---|---|
| 2024 | $2,287,317▲240% | $214,650▲24.1% | $10,752,674▲29.5% | $10,752,674▲29.5% | 990 |
| 2023 | $671,832▼12.1% | $172,935▲2.8% | $8,303,781▲18.4% | $8,303,781▲18.4% | 990 |
| 2022 | $764,106▼22.4% | $168,271▼5.3% | $7,011,601▼11.5% | $7,011,601▼11.5% | 990 |
| 2021 | $984,693▲39.4% | $177,649▲11.7% | $7,923,773▲12.6% | $7,923,773▲12.6% | 990 |
| 2020 | $706,204▲25.7% | $158,973▲2.6% | $7,038,485▲16.1% | $7,038,485▲16.1% | 990 |
| 2019 | $561,894▼20.0% | $154,949▲8.3% | $6,063,540▲22.4% | $6,063,540▲22.4% | 990 |
| 2018 | $701,984▲12.3% | $143,123▲27.3% | $4,955,108▼1.8% | $4,955,108▼1.8% | 990 |
| 2017 | $625,273▲4.5% | $112,446▲29.9% | $5,043,594▲23.6% | $5,043,594▲23.6% | 990 |
| 2016 | $598,094▲0.4% | $86,565▼5.8% | $4,080,391▲16.2% | $4,080,391▲16.2% | 990 |
| 2015 | $596,001▲3.8% | $91,883▲3.4% | $3,512,845▲8.9% | $3,512,845▲8.9% | 990 |
| 2014 | $574,333▲15.4% | $88,839▲14.1% | $3,226,288▲14.8% | $3,226,288▲14.8% | 990 |
| 2013 | $497,876 | $77,876▲20.3% | $2,809,418▲29.2% | $2,809,418▲29.2% | 990 |
| 2012 | — | $64,724 | $2,174,567 | $2,174,567 | 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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Compare Employer-contribution Veba Trust For University of San Francisco
Frequently asked questions
- Is Employer-contribution Veba Trust For University of San Francisco a legitimate nonprofit?
- Yes. Employer-contribution Veba Trust For University of San Francisco is a 501(c)(9) organization registered with the U.S. Internal Revenue Service under EIN 04-7024785, based in Charlotte, North Carolina.
- What is Employer-contribution Veba Trust For University of San Francisco's EIN?
- Employer-contribution Veba Trust For University of San Francisco's Employer Identification Number (EIN) is 04-7024785.
- How much revenue does Employer-contribution Veba Trust For University of San Francisco report?
- Employer-contribution Veba Trust For University of San Francisco reported $2,287,317 in total revenue on its fiscal year 2024 IRS Form 990 filing.
- What financial grade does Employer-contribution Veba Trust For University of San Francisco have?
- CharityIndex grades Employer-contribution Veba Trust For University of San Francisco B, based on financial health (reserves and operating margin).
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Data for Employer-contribution Veba Trust For University of San Francisco (EIN 04-7024785) 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.