Lvmh Moet Hennessy Louis Vuitton Inc And Affiliated Co Emp Ben Tr
LVMH Employee Benefit Trust demonstrates consistent growth in assets and revenue with no reported officer compensation.
EIN: 137039406 · New York, NY · Updated: 2026-03-28
| Metric | Value |
|---|---|
| Total Revenue | $145.2M |
| Total Expenses | $126.6M |
| Program Spending | 95% |
| Net Assets | $51.6M |
| Transparency Score | 85/100 |
Is Lvmh Moet Hennessy Louis Vuitton Inc And Affiliated Co Emp Ben Tr Legit?
Appears Legitimate
Assessment based on IRS 990 filings, spending patterns, and AI analysis. Not a guarantee of legitimacy. Full charity check →
Lvmh Moet Hennessy Louis Vuitton Inc And Affiliated Co Emp Ben Tr directs 95% of its spending to programs. This exceeds the industry benchmark of 65%, indicating strong mission focus.
About Lvmh Moet Hennessy Louis Vuitton Inc And Affiliated Co Emp Ben Tr
Lvmh Moet Hennessy Louis Vuitton Inc And Affiliated Co Emp Ben Tr (EIN: 137039406) is a nonprofit organization based in New York, NY. The organization reported total revenue of $145.2M and total assets of $49.0M according to its most recent IRS 990 filing. This transparency report provides an AI-powered analysis of Lvmh Moet Hennessy Louis Vuitton Inc And Affiliated Co Emp Ben Tr's financial health, spending patterns, executive compensation, and overall mission effectiveness based on publicly available IRS data.
Organization Overview
Lvmh Moet Hennessy Louis Vuitton Inc And Affiliated Co Emp Ben Tr is a major nonprofit that has been operating for 31 years, with 14 years of IRS 990 filings on record (2010–2023). Revenue has grown at a compound annual rate of 9.9%.
Key Financial Metrics (2023)
From the most recent IRS 990 filing on record:
| Total Revenue | $132.2M |
| Total Expenses | $126.6M |
| Surplus / Deficit | +$5.6M |
| Total Assets | $51.7M |
| Total Liabilities | $105K |
| Net Assets | $51.6M |
| Operating Margin | 4.3% |
| Debt-to-Asset Ratio | 0.2% |
| Months of Reserves | 4.9 months |
Financial Health Grade: A
In 2023, Lvmh Moet Hennessy Louis Vuitton Inc And Affiliated Co Emp Ben Tr reported a surplus of $5.6M with revenue exceeding expenses, holds 4.9 months of operating reserves (adequate), has a debt-to-asset ratio of 0.2% (very low leverage).
Financial Trends
Over 14 years of filings (2010–2023), Lvmh Moet Hennessy Louis Vuitton Inc And Affiliated Co Emp Ben Tr's revenue has grown at a compound annual growth rate (CAGR) of 9.9%.
| Year | Revenue Change | Expense Change | Asset Change |
|---|---|---|---|
| 2023 | +19.5% | +14.0% | +11.9% |
| 2022 | +19.8% | +18.3% | -1.6% |
| 2021 | +5.8% | +14.2% | -2.4% |
| 2020 | +0.3% | +4.1% | +12.0% |
| 2019 | +9.5% | +9.6% | +23.1% |
IRS Tax-Exempt Classification
| IRS Classification Codes | 1000 |
| IRS Ruling Date | 1995 |
Classification data from ProPublica Nonprofit Explorer. Additional BMF data may be available after enrichment.
AI Transparency Report
Mission Effectiveness Score
NonprofitSpending's AI analysis rates Lvmh Moet Hennessy Louis Vuitton Inc And Affiliated Co Emp Ben Tr with a Mission Score of 85 out of 100 (Excellent). This score reflects the organization's overall financial transparency, program spending efficiency, and governance indicators derived from IRS 990 public filings.
Spending Breakdown
- admin: 5%
- programs: 95%
- fundraising: 0%
According to IRS 990 filings, Lvmh Moet Hennessy Louis Vuitton Inc And Affiliated Co Emp Ben Tr allocates its expenses as follows: admin: 5%, programs: 95%, fundraising: 0%. With 95% directed toward programs, this reflects a strong commitment to its charitable mission.
Key Financial Metrics (2023)
From the most recent IRS 990 filing on record:
- The organization reported a surplus of $5.6M, with revenue exceeding expenses.
- Debt-to-asset ratio: 0.2%.
Executive Compensation Analysis
Executive compensation is reported as 0% across all available filings, indicating that no officers receive compensation directly from the trust, which is a strong positive for spending efficiency.
Executive compensation data is sourced from IRS 990 filings, which require nonprofits to disclose the compensation of officers, directors, trustees, and key employees. NonprofitSpending analyzes this data relative to the organization's total revenue and sector benchmarks to assess whether executive pay is reasonable.
Strengths
The following positive indicators were identified for Lvmh Moet Hennessy Louis Vuitton Inc And Affiliated Co Emp Ben Tr:
- Consistent growth in revenue and assets, with revenue increasing from $57.7M in 2014 to $132.1M in 2023.
- No reported officer compensation across all 14 filings, indicating strong executive spending efficiency.
- Regular and consistent IRS 990 filing history, demonstrating good transparency.
- Assets have grown significantly from $7.1M in 2014 to $51.7M in 2023, indicating financial stability and growth.
Frequently Asked Questions about Lvmh Moet Hennessy Louis Vuitton Inc And Affiliated Co Emp Ben Tr
Is Lvmh Moet Hennessy Louis Vuitton Inc And Affiliated Co Emp Ben Tr a legitimate charity?
Lvmh Moet Hennessy Louis Vuitton Inc And Affiliated Co Emp Ben Tr (EIN: 137039406) is a registered tax-exempt nonprofit based in New York. Our AI analysis gives it a Mission Score of 85/100. It has 14 years of IRS 990 filings on record. Total revenue: $145.2M. No red flags identified. 4 strengths noted. Financial health grade: A.
How does Lvmh Moet Hennessy Louis Vuitton Inc And Affiliated Co Emp Ben Tr spend its money?
Lvmh Moet Hennessy Louis Vuitton Inc And Affiliated Co Emp Ben Tr directs 95% of its spending to programs and services. This exceeds the 65% industry benchmark.
Are donations to Lvmh Moet Hennessy Louis Vuitton Inc And Affiliated Co Emp Ben Tr tax-deductible?
Lvmh Moet Hennessy Louis Vuitton Inc And Affiliated Co Emp Ben Tr is registered as a tax-exempt nonprofit (EIN: 137039406). Donations to most 501(c)(3) organizations are tax-deductible. Consult a tax professional for your specific situation.
Where is Lvmh Moet Hennessy Louis Vuitton Inc And Affiliated Co Emp Ben Tr located?
Lvmh Moet Hennessy Louis Vuitton Inc And Affiliated Co Emp Ben Tr is headquartered in New York, New York and files with the IRS under EIN 137039406.
How many years of IRS 990 filings does Lvmh Moet Hennessy Louis Vuitton Inc And Affiliated Co Emp Ben Tr have?
Lvmh Moet Hennessy Louis Vuitton Inc And Affiliated Co Emp Ben Tr has 14 years of IRS 990 filings on record at NonprofitSpending. This extensive filing history provides a strong basis for evaluating long-term financial trends. The most recent filing shows $145.2M in total revenue.
Is Lvmh Moet Hennessy Louis Vuitton Inc And Affiliated Co Emp Ben Tr a good charity?
As an employee benefit trust, it's not a public charity in the traditional sense. Its purpose is to manage benefits for employees, and based on its financial filings, it appears to be well-managed with consistent growth and no reported officer compensation.
How has the organization's financial size changed over the last decade?
The organization has shown significant growth, with revenue increasing from $57.7 million in 2014 to $132.1 million in 2023, and assets growing from $7.1 million to $51.7 million in the same period.
Does the organization spend efficiently?
Yes, the organization appears to spend efficiently, particularly given that 0% officer compensation is reported across all filings. Its expenses are generally in line with its revenue, indicating effective management of its benefit distribution.
Filing History
IRS 990 filing history for Lvmh Moet Hennessy Louis Vuitton Inc And Affiliated Co Emp Ben Tr showing financial trends over 14 years of public records:
Over 14 years of IRS 990 filings (2010–2023), Lvmh Moet Hennessy Louis Vuitton Inc And Affiliated Co Emp Ben Tr's revenue has grown by 242.6%, moving from $38.6M to $132.2M. Total assets increased by 1091.7% over the same period, from $4.3M to $51.7M. Total functional expenses rose by 211.6%, from $40.6M to $126.6M. In its most recent filing year (2023), Lvmh Moet Hennessy Louis Vuitton Inc And Affiliated Co Emp Ben Tr reported a surplus of $5.6M, with revenue exceeding expenses. The organization holds $105K in liabilities against $51.7M in assets (debt-to-asset ratio: 0.2%), resulting in net assets of $51.6M.
| Year | Revenue | Expenses | Assets | Liabilities | Officer Comp. % | |
|---|---|---|---|---|---|---|
| 2023 | $132.2M | $126.6M | $51.7M | $105K | — | — |
| 2022 | $110.6M | $111.1M | $46.2M | $206K | — | View 990 |
| 2021 | $92.4M | $93.9M | $47.0M | $554K | — | View 990 |
| 2020 | $87.3M | $82.3M | $48.1M | $418K | — | — |
| 2019 | $87.1M | $79.0M | $43.0M | $306K | — | View 990 |
| 2018 | $79.5M | $72.1M | $34.9M | $296K | — | View 990 |
| 2017 | $80.5M | $67.9M | $27.4M | $180K | — | View 990 |
| 2016 | $83.4M | $73.9M | $15.0M | $462K | — | View 990 |
| 2015 | $72.3M | $74.0M | $5.5M | $542K | — | View 990 |
| 2014 | $57.7M | $60.0M | $7.2M | $523K | — | View 990 |
| 2013 | $49.9M | $50.8M | $9.1M | $50K | — | View 990 |
| 2012 | $43.4M | $43.9M | $10.0M | $42K | — | View 990 |
| 2011 | $47.9M | $41.7M | $10.5M | $20K | — | View 990 |
| 2010 | $38.6M | $40.6M | $4.3M | $3.0M | — | View 990 |
Year-by-Year Financial Summary
- 2023: Revenue of $132.2M, expenses of $126.6M, and assets of $51.7M (revenue +19.5% year-over-year).
- 2022: Revenue of $110.6M, expenses of $111.1M, and assets of $46.2M (revenue +19.8% year-over-year).
- 2021: Revenue of $92.4M, expenses of $93.9M, and assets of $47.0M (revenue +5.8% year-over-year).
- 2020: Revenue of $87.3M, expenses of $82.3M, and assets of $48.1M (revenue +0.3% year-over-year).
- 2019: Revenue of $87.1M, expenses of $79.0M, and assets of $43.0M (revenue +9.5% year-over-year).
- 2018: Revenue of $79.5M, expenses of $72.1M, and assets of $34.9M (revenue -1.2% year-over-year).
- 2017: Revenue of $80.5M, expenses of $67.9M, and assets of $27.4M (revenue -3.5% year-over-year).
- 2016: Revenue of $83.4M, expenses of $73.9M, and assets of $15.0M (revenue +15.3% year-over-year).
- 2015: Revenue of $72.3M, expenses of $74.0M, and assets of $5.5M (revenue +25.3% year-over-year).
- 2014: Revenue of $57.7M, expenses of $60.0M, and assets of $7.2M (revenue +15.7% year-over-year).
- 2013: Revenue of $49.9M, expenses of $50.8M, and assets of $9.1M (revenue +15.0% year-over-year).
- 2012: Revenue of $43.4M, expenses of $43.9M, and assets of $10.0M (revenue -9.4% year-over-year).
- 2011: Revenue of $47.9M, expenses of $41.7M, and assets of $10.5M (revenue +24.1% year-over-year).
- 2010: Revenue of $38.6M, expenses of $40.6M, and assets of $4.3M.
View Individual Filing Years
Explore detailed financial data from each IRS 990 filing year for Lvmh Moet Hennessy Louis Vuitton Inc And Affiliated Co Emp Ben Tr:
Data Sources and Methodology
This transparency report for Lvmh Moet Hennessy Louis Vuitton Inc And Affiliated Co Emp Ben Tr 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.