Mosaic Employee Welfare Benefit Plan Trust
EIN: 363831874 · Omaha, NE
| Metric | Value |
|---|---|
| Total Revenue | $10.5M |
| Total Expenses | $10.3M |
| Net Assets | $8.4M |
Is Mosaic Employee Welfare Benefit Plan Trust Legit?
Insufficient Data
Assessment based on IRS 990 filings, spending patterns, and AI analysis. Not a guarantee of legitimacy. Full charity check →
About Mosaic Employee Welfare Benefit Plan Trust
Mosaic Employee Welfare Benefit Plan Trust (EIN: 363831874) is a nonprofit organization based in Omaha, NE. The organization reported total revenue of $10.5M and total assets of $10.9M according to its most recent IRS 990 filing. This transparency report provides an AI-powered analysis of Mosaic Employee Welfare Benefit Plan Trust's financial health, spending patterns, executive compensation, and overall mission effectiveness based on publicly available IRS data.
Organization Overview
Mosaic Employee Welfare Benefit Plan Trust is a large nonprofit, with 14 years of IRS 990 filings on record (2010–2023). Revenue has grown at a compound annual rate of -3.7%.
Key Financial Metrics (2023)
From the most recent IRS 990 filing on record:
| Total Revenue | $11.2M |
| Total Expenses | $10.3M |
| Surplus / Deficit | +$928K |
| Total Assets | $10.0M |
| Total Liabilities | $1.6M |
| Net Assets | $8.4M |
| Operating Margin | 8.3% |
| Debt-to-Asset Ratio | 15.6% |
| Months of Reserves | 11.7 months |
Financial Health Grade: A
In 2023, Mosaic Employee Welfare Benefit Plan Trust reported a surplus of $928K with revenue exceeding expenses, holds 11.7 months of operating reserves (strong position), has a debt-to-asset ratio of 15.6% (very low leverage).
Financial Trends
Over 14 years of filings (2010–2023), Mosaic Employee Welfare Benefit Plan Trust's revenue has declined at a compound annual growth rate (CAGR) of -3.7%.
| Year | Revenue Change | Expense Change | Asset Change |
|---|---|---|---|
| 2023 | -39.4% | -37.1% | +7.6% |
| 2022 | +13.6% | -6.5% | +25.7% |
| 2021 | -8.3% | +10.3% | -19.5% |
| 2020 | +0.4% | -24.9% | +34.6% |
| 2019 | +2.1% | +7.3% | -30.0% |
IRS Tax-Exempt Classification
| IRS Classification Codes | 1000 |
Classification data from ProPublica Nonprofit Explorer. Additional BMF data may be available after enrichment.
AI Analysis Pending
AI enrichment for Mosaic Employee Welfare Benefit Plan 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 Mosaic Employee Welfare Benefit Plan 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 (2023)
From the most recent IRS 990 filing on record:
- The organization reported a surplus of $928K, with revenue exceeding expenses.
- Debt-to-asset ratio: 15.6%.
Frequently Asked Questions about Mosaic Employee Welfare Benefit Plan Trust
Is Mosaic Employee Welfare Benefit Plan Trust a legitimate charity?
Based on AI analysis of IRS 990 filings, Mosaic Employee Welfare Benefit Plan Trust (EIN: 363831874) insufficient data. 0 red flags identified, 0 strengths noted.
How does Mosaic Employee Welfare Benefit Plan Trust spend its money?
Detailed spending breakdown data is not yet available for Mosaic Employee Welfare Benefit Plan Trust. Check back for updated IRS 990 analysis.
Are donations to Mosaic Employee Welfare Benefit Plan Trust tax-deductible?
Mosaic Employee Welfare Benefit Plan Trust is registered as a tax-exempt nonprofit (EIN: 363831874). Donations to most 501(c)(3) organizations are tax-deductible. Consult a tax professional for your specific situation.
Where is Mosaic Employee Welfare Benefit Plan Trust located?
Mosaic Employee Welfare Benefit Plan Trust is headquartered in Omaha, Nebraska and files with the IRS under EIN 363831874.
How many years of IRS 990 filings does Mosaic Employee Welfare Benefit Plan Trust have?
Mosaic Employee Welfare Benefit Plan Trust 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 $10.5M in total revenue.
Filing History
IRS 990 filing history for Mosaic Employee Welfare Benefit Plan Trust showing financial trends over 14 years of public records:
Over 14 years of IRS 990 filings (2010–2023), Mosaic Employee Welfare Benefit Plan Trust's revenue has declined by 38.4%, moving from $18.1M to $11.2M. Total assets decreased by 31.6% over the same period, from $14.6M to $10.0M. Total functional expenses fell by 35.9%, from $16.0M to $10.3M. In its most recent filing year (2023), Mosaic Employee Welfare Benefit Plan Trust reported a surplus of $928K, with revenue exceeding expenses. The organization holds $1.6M in liabilities against $10.0M in assets (debt-to-asset ratio: 15.6%), resulting in net assets of $8.4M.
| Year | Revenue | Expenses | Assets | Liabilities | Officer Comp. % | |
|---|---|---|---|---|---|---|
| 2023 | $11.2M | $10.3M | $10.0M | $1.6M | — | — |
| 2022 | $18.4M | $16.3M | $9.3M | $1.8M | — | — |
| 2021 | $16.2M | $17.4M | $7.4M | $1.6M | — | View 990 |
| 2020 | $17.7M | $15.8M | $9.2M | $2.1M | — | View 990 |
| 2019 | $17.6M | $21.0M | $6.8M | $1.9M | — | View 990 |
| 2018 | $17.3M | $19.6M | $9.7M | $1.9M | — | View 990 |
| 2017 | $19.1M | $19.1M | $13.0M | $2.4M | — | View 990 |
| 2016 | $21.9M | $21.4M | $13.5M | $3.0M | — | View 990 |
| 2015 | $23.8M | $23.6M | $13.7M | $3.1M | — | View 990 |
| 2014 | $21.2M | $24.4M | $14.1M | $3.4M | — | View 990 |
| 2013 | $21.3M | $22.3M | $17.2M | $3.6M | — | View 990 |
| 2012 | $21.7M | $20.7M | $17.5M | $3.2M | — | View 990 |
| 2011 | $19.9M | $18.9M | $15.7M | $2.4M | — | View 990 |
| 2010 | $18.1M | $16.0M | $14.6M | $2.3M | — | View 990 |
Year-by-Year Financial Summary
- 2023: Revenue of $11.2M, expenses of $10.3M, and assets of $10.0M (revenue -39.4% year-over-year).
- 2022: Revenue of $18.4M, expenses of $16.3M, and assets of $9.3M (revenue +13.6% year-over-year).
- 2021: Revenue of $16.2M, expenses of $17.4M, and assets of $7.4M (revenue -8.3% year-over-year).
- 2020: Revenue of $17.7M, expenses of $15.8M, and assets of $9.2M (revenue +0.4% year-over-year).
- 2019: Revenue of $17.6M, expenses of $21.0M, and assets of $6.8M (revenue +2.1% year-over-year).
- 2018: Revenue of $17.3M, expenses of $19.6M, and assets of $9.7M (revenue -9.7% year-over-year).
- 2017: Revenue of $19.1M, expenses of $19.1M, and assets of $13.0M (revenue -12.7% year-over-year).
- 2016: Revenue of $21.9M, expenses of $21.4M, and assets of $13.5M (revenue -8.0% year-over-year).
- 2015: Revenue of $23.8M, expenses of $23.6M, and assets of $13.7M (revenue +12.1% year-over-year).
- 2014: Revenue of $21.2M, expenses of $24.4M, and assets of $14.1M (revenue -0.3% year-over-year).
- 2013: Revenue of $21.3M, expenses of $22.3M, and assets of $17.2M (revenue -2.0% year-over-year).
- 2012: Revenue of $21.7M, expenses of $20.7M, and assets of $17.5M (revenue +9.4% year-over-year).
- 2011: Revenue of $19.9M, expenses of $18.9M, and assets of $15.7M (revenue +9.5% year-over-year).
- 2010: Revenue of $18.1M, expenses of $16.0M, and assets of $14.6M.
View Individual Filing Years
Explore detailed financial data from each IRS 990 filing year for Mosaic Employee Welfare Benefit Plan Trust:
Data Sources and Methodology
This transparency report for Mosaic Employee Welfare Benefit Plan 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.