Pepsico Employees Long Term Disability Benefit Trust

Pepsico Employees Long Term Disability Benefit Trust consistently operates at near break-even, directly disbursing employee benefits with no officer compensation.

EIN: 133407827 · Purchase, NY · Updated: 2026-03-28

$86.7MRevenue

$6.1MAssets

95/100Mission Score (Excellent)

About Pepsico Employees Long Term Disability Benefit Trust

Pepsico Employees Long Term Disability Benefit Trust (EIN: 133407827) is a nonprofit organization based in Purchase, NY. The organization reported total revenue of $86.7M and total assets of $6.1M according to its most recent IRS 990 filing. This transparency report provides an AI-powered analysis of Pepsico Employees Long Term Disability Benefit Trust's financial health, spending patterns, executive compensation, and overall mission effectiveness based on publicly available IRS data.

AI Transparency Report

The Pepsico Employees Long Term Disability Benefit Trust operates with a very specific and focused financial model, primarily managing long-term disability benefits for PepsiCo employees. Its financial health appears stable, with revenues consistently matching expenses over the past decade, indicating a well-managed trust designed to disburse benefits rather than accumulate significant surpluses. For instance, in 2023, revenue was $81,507,000 against expenses of $82,367,000, showing a near break-even operation. The trust consistently reports zero liabilities in most years, suggesting a strong financial position relative to its obligations. 

Spending efficiency is high given its direct purpose; the trust's expenses are almost entirely dedicated to program services (disability benefits). The absence of reported officer compensation further underscores its lean operational structure. Transparency is excellent, with consistent annual filings and clear financial statements showing a direct correlation between revenue (likely contributions from PepsiCo) and benefit disbursements. The trust's assets have remained relatively consistent, fluctuating between approximately $3.8 million and $7 million over the last decade, providing a stable base for operations.

Mission Effectiveness Score

NonprofitSpending's AI analysis rates Pepsico Employees Long Term Disability Benefit Trust with a Mission Score of 95 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: 0%
programs: 100%
fundraising: 0%

According to IRS 990 filings, Pepsico Employees Long Term Disability Benefit Trust allocates its expenses as follows: admin: 0%, programs: 100%, fundraising: 0%. With 100% directed toward programs, this reflects a strong commitment to its charitable mission.

Executive Compensation Analysis

The trust consistently reports 0% officer compensation across all available filings, indicating that no executive salaries are paid from the trust's funds, which is highly efficient for a benefit-disbursing entity.

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 Pepsico Employees Long Term Disability Benefit Trust:

100% program spending, directly fulfilling its mission.
Zero officer compensation, indicating highly efficient and lean operations.
Consistent near break-even operations, demonstrating effective financial management.
No reported liabilities in most years, indicating strong financial health.
Consistent annual IRS 990 filings, demonstrating strong transparency.

Frequently Asked Questions about Pepsico Employees Long Term Disability Benefit Trust

Is Pepsico Employees Long Term Disability Benefit Trust a good charity?

As a benefit trust, it's not a 'charity' in the traditional sense, but it appears to be a highly effective and efficient vehicle for its intended purpose: providing long-term disability benefits to PepsiCo employees. Its financial operations are transparent and directly aligned with its mission.

How does the trust manage its assets?

The trust maintains a stable asset base, fluctuating between $3.8 million and $7 million over the past decade, with current assets at $6,060,000. These assets likely serve as a reserve to ensure continuous benefit payments.

What is the primary source of the trust's revenue?

While not explicitly detailed in the provided data, given its nature as an employee benefit trust, the primary source of revenue is almost certainly contributions from PepsiCo to fund the long-term disability benefits.

Filing History

IRS 990 filing history for Pepsico Employees Long Term Disability Benefit Trust showing financial trends over 14 years of public records:

Over 14 years of IRS 990 filings (2010–2023), Pepsico Employees Long Term Disability Benefit Trust's revenue has grown by 124.9%, moving from $36.2M to $81.5M. Total assets increased by 19.8% over the same period, from $4.3M to $5.2M. Total functional expenses rose by 132.5%, from $35.4M to $82.4M. In its most recent filing year (2023), Pepsico Employees Long Term Disability Benefit Trust reported a deficit of $860K, with expenses exceeding revenue.

Year	Revenue	Expenses	Assets	Liabilities	Officer Comp.	PDF
2023	$81.5M	$82.4M	$5.2M	$0	—	—
2022	$79.6M	$78.8M	$6.0M	$0	—	View 990
2021	$81.8M	$81.8M	$5.3M	$0	—	View 990
2020	$68.4M	$68.4M	$5.2M	$0	—	View 990
2019	$62.6M	$62.6M	$5.8M	$536K	—	—
2018	$60.6M	$62.5M	$5.3M	$0	—	View 990
2017	$63.7M	$62.9M	$7.1M	$0	—	View 990
2016	$62.9M	$60.5M	$6.3M	$0	—	View 990
2015	$61.1M	$62.0M	$3.9M	$0	—	View 990
2014	$61.4M	$61.7M	$4.7M	$0	—	View 990
2013	$64.7M	$63.0M	$5.0M	$0	—	View 990
2012	$59.2M	$59.1M	$3.3M	$25K	—	View 990
2011	$55.7M	$56.8M	$3.2M	$12K	—	View 990
2010	$36.2M	$35.4M	$4.3M	$11K	—	View 990

Year-by-Year Financial Summary

2023: Revenue of $81.5M, expenses of $82.4M, and assets of $5.2M (revenue +2.4% year-over-year).
2022: Revenue of $79.6M, expenses of $78.8M, and assets of $6.0M (revenue -2.8% year-over-year).
2021: Revenue of $81.8M, expenses of $81.8M, and assets of $5.3M (revenue +19.7% year-over-year).
2020: Revenue of $68.4M, expenses of $68.4M, and assets of $5.2M (revenue +9.2% year-over-year).
2019: Revenue of $62.6M, expenses of $62.6M, and assets of $5.8M (revenue +3.2% year-over-year).
2018: Revenue of $60.6M, expenses of $62.5M, and assets of $5.3M (revenue -4.7% year-over-year).
2017: Revenue of $63.7M, expenses of $62.9M, and assets of $7.1M (revenue +1.2% year-over-year).
2016: Revenue of $62.9M, expenses of $60.5M, and assets of $6.3M (revenue +2.9% year-over-year).
2015: Revenue of $61.1M, expenses of $62.0M, and assets of $3.9M (revenue -0.5% year-over-year).
2014: Revenue of $61.4M, expenses of $61.7M, and assets of $4.7M (revenue -5.1% year-over-year).
2013: Revenue of $64.7M, expenses of $63.0M, and assets of $5.0M (revenue +9.2% year-over-year).
2012: Revenue of $59.2M, expenses of $59.1M, and assets of $3.3M (revenue +6.3% year-over-year).
2011: Revenue of $55.7M, expenses of $56.8M, and assets of $3.2M (revenue +53.7% year-over-year).
2010: Revenue of $36.2M, expenses of $35.4M, and assets of $4.3M.

Data Sources and Methodology

This transparency report for Pepsico Employees Long Term Disability Benefit 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.