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
| Metric | Value |
|---|---|
| Total Revenue | $86.7M |
| Total Expenses | $82.4M |
| Program Spending | 100% |
| Net Assets | $5.2M |
| Transparency Score | 95/100 |
Search Intent Cockpit
Pepsico Employees Long Term Disability Benefit Trust Form 990, Revenue, CEO Pay, and IRS Filing Signals
Pepsico Employees Long Term Disability Benefit Trust is surfaced here as a decision-ready nonprofit financial profile, not just a charity listing. The page consolidates IRS Form 990 revenue, expenses, assets, tax-exempt classification, executive compensation, mission score, red flags, and year-by-year filing history so donors, researchers, journalists, and grant teams can answer the common search questions around Pepsico Employees Long Term Disability Benefit Trust in one place.
Form 990 Filing Summary
14 filing years are available, with latest revenue of $81.5M and expenses of $82.4M.
Revenue and Expenses
Pepsico Employees Long Term Disability Benefit Trust reported $81.5M in revenue and $82.4M in expenses, a deficit of $860K.
Executive Compensation
Officer, director, trustee, and key employee pay is reviewed from IRS 990 compensation disclosures when present.
Charity Score and Red Flags
95/100 mission score, 0 red flags, and 5 strengths are shown from structured and AI review.
Is Pepsico Employees Long Term Disability Benefit Trust Legit?
Appears Legitimate
Assessment based on IRS 990 filings, spending patterns, and AI analysis. Not a guarantee of legitimacy. Full charity check →
IRS 990 Data Cockpit
Where the Money Comes From and Where It Goes
Revenue Source Mix
Revenue-source line items are not available on the stored filing yet. Future ingestion now preserves contribution, program-revenue, and investment-income fields when ProPublica provides them.
Expense Deployment
| Program services | $82.4M (100%) |
Across stored filings, Pepsico Employees Long Term Disability Benefit Trust shows contribution history pending. Next enrichment targets: revenue-source fields, IRS BMF classification.
Decision Cockpit
One-Stop Donor, Research, and Peer Context Hub
| Decision Lens | Signal | What to Inspect Next |
|---|---|---|
| Legitimacy | Appears Legitimate | Good filing record; no red flags identified |
| Mission spend | 100% to programs | Excellent |
| Financial durability | Grade C | 14 stored filing years |
| Peer context | Compare with Healthy Capital District Initiative | New York and category context |
Trust Check
Review legitimacy, deductibility, red flags, and filing consistency.
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Keep the Investigation Moving
Pepsico Employees Long Term Disability Benefit Trust directs 100% of its spending to programs. This exceeds the industry benchmark of 65%, indicating strong mission focus.
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.
Organization Overview
Pepsico Employees Long Term Disability Benefit Trust is a major nonprofit that has been operating for 38 years, with 14 years of IRS 990 filings on record (2010–2023). Revenue has grown at a compound annual rate of 6.4%.
Key Financial Metrics (2023)
From the most recent IRS 990 filing on record:
| Total Revenue | $81.5M |
| Total Expenses | $82.4M |
| Surplus / Deficit | $-860,000 |
| Total Assets | $5.2M |
| Net Assets | $5.2M |
| Operating Margin | -1.1% |
| Months of Reserves | 0.8 months |
Financial Health Grade: C
In 2023, Pepsico Employees Long Term Disability Benefit Trust reported a deficit of $860K with expenses exceeding revenue, holds 0.8 months of operating reserves (limited).
Financial Trends
Over 14 years of filings (2010–2023), Pepsico Employees Long Term Disability Benefit Trust's revenue has grown at a compound annual growth rate (CAGR) of 6.4%.
| Year | Revenue Change | Expense Change | Asset Change |
|---|---|---|---|
| 2023 | +2.4% | +4.6% | -14.2% |
| 2022 | -2.8% | -3.7% | +14.8% |
| 2021 | +19.7% | +19.5% | +0.9% |
| 2020 | +9.2% | +9.3% | -10.1% |
| 2019 | +3.2% | +0.2% | +10.1% |
IRS Tax-Exempt Classification
| IRS Classification Codes | 1000 |
| IRS Ruling Date | 1988 |
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 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.
Key Financial Metrics (2023)
From the most recent IRS 990 filing on record:
- The organization reported a deficit of $860K, with expenses exceeding revenue.
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 legitimate charity?
Pepsico Employees Long Term Disability Benefit Trust (EIN: 133407827) is a registered tax-exempt nonprofit based in New York. Our AI analysis gives it a Mission Score of 95/100. It has 14 years of IRS 990 filings on record. Total revenue: $86.7M. No red flags identified. 5 strengths noted. Financial health grade: C.
How does Pepsico Employees Long Term Disability Benefit Trust spend its money?
Pepsico Employees Long Term Disability Benefit Trust directs 100% of its spending to programs and services. This exceeds the 65% industry benchmark.
Are donations to Pepsico Employees Long Term Disability Benefit Trust tax-deductible?
Pepsico Employees Long Term Disability Benefit Trust is registered as a tax-exempt nonprofit (EIN: 133407827). Donations to most 501(c)(3) organizations are tax-deductible. Consult a tax professional for your specific situation.
Where is Pepsico Employees Long Term Disability Benefit Trust located?
Pepsico Employees Long Term Disability Benefit Trust is headquartered in Purchase, New York and files with the IRS under EIN 133407827.
How many years of IRS 990 filings does Pepsico Employees Long Term Disability Benefit Trust have?
Pepsico Employees Long Term Disability Benefit 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 $86.7M in total revenue.
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. % | |
|---|---|---|---|---|---|---|
| 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.
View Individual Filing Years
Explore detailed financial data from each IRS 990 filing year for Pepsico Employees Long Term Disability Benefit Trust:
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.