Edward D Jones & Co Employee Health And Welfare Trust
EIN: 431243650 · St Louis, MO
| Metric | Value |
|---|---|
| Total Expenses | $346.4M |
| Net Assets | $34.2M |
Is Edward D Jones & Co Employee Health And Welfare Trust Legit?
Insufficient Data
Assessment based on IRS 990 filings, spending patterns, and AI analysis. Not a guarantee of legitimacy. Full charity check →
About Edward D Jones & Co Employee Health And Welfare Trust
Edward D Jones & Co Employee Health And Welfare Trust (EIN: 431243650) is a nonprofit organization based in St Louis, MO. The organization reported total revenue of $0 and total assets of $0 according to its most recent IRS 990 filing. This transparency report provides an AI-powered analysis of Edward D Jones & Co Employee Health And Welfare Trust's financial health, spending patterns, executive compensation, and overall mission effectiveness based on publicly available IRS data.
Organization Overview
Edward D Jones & Co Employee Health And Welfare Trust is a major nonprofit, with 5 years of IRS 990 filings on record (2010–2014). Revenue has grown at a compound annual rate of 7.0%.
Key Financial Metrics (2014)
From the most recent IRS 990 filing on record:
| Total Revenue | $348.5M |
| Total Expenses | $346.4M |
| Surplus / Deficit | +$2.1M |
| Total Assets | $34.2M |
| Net Assets | $34.2M |
| Operating Margin | 0.6% |
| Months of Reserves | 1.2 months |
Financial Health Grade: A
In 2014, Edward D Jones & Co Employee Health And Welfare Trust reported a surplus of $2.1M with revenue exceeding expenses, holds 1.2 months of operating reserves (limited).
Financial Trends
Over 5 years of filings (2010–2014), Edward D Jones & Co Employee Health And Welfare Trust's revenue has grown at a compound annual growth rate (CAGR) of 7.0%.
| Year | Revenue Change | Expense Change | Asset Change |
|---|---|---|---|
| 2014 | +12.3% | +12.6% | +6.7% |
| 2013 | +3.4% | +2.9% | +8.5% |
| 2012 | +6.6% | +8.2% | +4.1% |
| 2011 | +6.1% | +4.6% | +23.0% |
AI Analysis Pending
AI enrichment for Edward D Jones & Co Employee Health And Welfare Trust has not yet been completed. Basic IRS 990 data is shown below. Check back later for a full transparency report including a Mission Score, spending breakdown, executive compensation analysis, and red flags assessment.
Mission Effectiveness Score
NonprofitSpending's AI analysis rates Edward D Jones & Co Employee Health And Welfare Trust with a Mission Score of 0 out of 100 (Very Poor). This score reflects the organization's overall financial transparency, program spending efficiency, and governance indicators derived from IRS 990 public filings.
Key Financial Metrics (2014)
From the most recent IRS 990 filing on record:
- The organization reported a surplus of $2.1M, with revenue exceeding expenses.
Frequently Asked Questions about Edward D Jones & Co Employee Health And Welfare Trust
Is Edward D Jones & Co Employee Health And Welfare Trust a legitimate charity?
Edward D Jones & Co Employee Health And Welfare Trust (EIN: 431243650) is a registered tax-exempt nonprofit based in Missouri. It has 5 years of IRS 990 filings on record. No red flags identified. Financial health grade: A.
How does Edward D Jones & Co Employee Health And Welfare Trust spend its money?
Edward D Jones & Co Employee Health And Welfare Trust reported its financials in IRS 990 filings. 5 years of filing data available. Revenue exceeded expenses in the most recent year. Review the full spending breakdown on NonprofitSpending.
Are donations to Edward D Jones & Co Employee Health And Welfare Trust tax-deductible?
Edward D Jones & Co Employee Health And Welfare Trust is registered as a tax-exempt nonprofit (EIN: 431243650). Donations to most 501(c)(3) organizations are tax-deductible. Consult a tax professional for your specific situation.
Where is Edward D Jones & Co Employee Health And Welfare Trust located?
Edward D Jones & Co Employee Health And Welfare Trust is headquartered in St Louis, Missouri and files with the IRS under EIN 431243650.
How many years of IRS 990 filings does Edward D Jones & Co Employee Health And Welfare Trust have?
Edward D Jones & Co Employee Health And Welfare Trust has 5 years of IRS 990 filings on record at NonprofitSpending. This extensive filing history provides a strong basis for evaluating long-term financial trends.
Filing History
IRS 990 filing history for Edward D Jones & Co Employee Health And Welfare Trust showing financial trends over 5 years of public records:
Over 5 years of IRS 990 filings (2010–2014), Edward D Jones & Co Employee Health And Welfare Trust's revenue has grown by 31.3%, moving from $265.4M to $348.5M. Total assets increased by 48.3% over the same period, from $23.0M to $34.2M. Total functional expenses rose by 31.1%, from $264.1M to $346.4M. In its most recent filing year (2014), Edward D Jones & Co Employee Health And Welfare Trust reported a surplus of $2.1M, with revenue exceeding expenses.
| Year | Revenue | Expenses | Assets | Liabilities | Officer Comp. % | |
|---|---|---|---|---|---|---|
| 2014 | $348.5M | $346.4M | $34.2M | $0 | — | View 990 |
| 2013 | $310.4M | $307.7M | $32.0M | $0 | — | View 990 |
| 2012 | $300.2M | $299.0M | $29.5M | $0 | — | View 990 |
| 2011 | $281.6M | $276.2M | $28.3M | $0 | — | View 990 |
| 2010 | $265.4M | $264.1M | $23.0M | $0 | — | View 990 |
Year-by-Year Financial Summary
- 2014: Revenue of $348.5M, expenses of $346.4M, and assets of $34.2M (revenue +12.3% year-over-year).
- 2013: Revenue of $310.4M, expenses of $307.7M, and assets of $32.0M (revenue +3.4% year-over-year).
- 2012: Revenue of $300.2M, expenses of $299.0M, and assets of $29.5M (revenue +6.6% year-over-year).
- 2011: Revenue of $281.6M, expenses of $276.2M, and assets of $28.3M (revenue +6.1% year-over-year).
- 2010: Revenue of $265.4M, expenses of $264.1M, and assets of $23.0M.
View Individual Filing Years
Explore detailed financial data from each IRS 990 filing year for Edward D Jones & Co Employee Health And Welfare Trust:
Data Sources and Methodology
This transparency report for Edward D Jones & Co Employee Health And Welfare Trust is generated by NonprofitSpending's AI analysis engine. The data is sourced from publicly available IRS 990 filings accessed through the ProPublica Nonprofit Explorer API and IRS electronic filing records. The Mission Score, spending breakdown, and other analytical insights are produced by artificial intelligence and should be used as one of multiple factors when evaluating a nonprofit organization.
IRS 990 forms are annual information returns that most tax-exempt organizations must file with the IRS. These forms provide detailed financial information including revenue, expenses, assets, liabilities, and compensation of officers. NonprofitSpending processes this data to provide accessible transparency reports for donors, researchers, and the general public.
Disclaimer
AI-generated analysis based on IRS public records. Not financial or legal advice. Verify information directly with the organization.