Retirement Enhancement And Benefit Alternatives Veba Trust Iv
EIN: 475511004 · Minneapolis, MN · NTEE: Y30
| Metric | Value |
|---|---|
| Total Revenue | $3.1M |
| Total Expenses | $2.5M |
| Net Assets | $19.7M |
Is Retirement Enhancement And Benefit Alternatives Veba Trust Iv Legit?
Insufficient Data
Assessment based on IRS 990 filings, spending patterns, and AI analysis. Not a guarantee of legitimacy. Full charity check →
About Retirement Enhancement And Benefit Alternatives Veba Trust Iv
Retirement Enhancement And Benefit Alternatives Veba Trust Iv (EIN: 475511004) is a nonprofit organization based in Minneapolis, MN, classified under NTEE code Y30. The organization reported total revenue of $3.1M and total assets of $19.7M according to its most recent IRS 990 filing. This transparency report provides an AI-powered analysis of Retirement Enhancement And Benefit Alternatives Veba Trust Iv's financial health, spending patterns, executive compensation, and overall mission effectiveness based on publicly available IRS data.
Organization Overview
Retirement Enhancement And Benefit Alternatives Veba Trust Iv is a mid-size nonprofit that has been operating for 7 years, with 6 years of IRS 990 filings on record (2016–2021). Revenue has grown at a compound annual rate of -21.5%.
Key Financial Metrics (2021)
From the most recent IRS 990 filing on record:
| Total Revenue | $3.1M |
| Total Expenses | $2.5M |
| Surplus / Deficit | +$672K |
| Total Assets | $19.7M |
| Net Assets | $19.7M |
| Operating Margin | 21.4% |
| Months of Reserves | 95.7 months |
Financial Health Grade: A
In 2021, Retirement Enhancement And Benefit Alternatives Veba Trust Iv reported a surplus of $672K with revenue exceeding expenses, holds 95.7 months of operating reserves (strong position).
Financial Trends
Over 6 years of filings (2016–2021), Retirement Enhancement And Benefit Alternatives Veba Trust Iv's revenue has declined at a compound annual growth rate (CAGR) of -21.5%.
| Year | Revenue Change | Expense Change | Asset Change |
|---|---|---|---|
| 2021 | -1.5% | +1.7% | +4.5% |
| 2020 | +28.2% | +2.9% | +30.9% |
| 2019 | -34.4% | -24.6% | +2.9% |
| 2018 | -46.6% | +28.1% | +3.9% |
| 2017 | -32.8% | +35.0% | +53.8% |
IRS Tax-Exempt Classification
| IRS Classification Codes | 1000 |
| IRS Ruling Date | 2019 |
Classification data from ProPublica Nonprofit Explorer. Additional BMF data may be available after enrichment.
AI Analysis Pending
AI enrichment for Retirement Enhancement And Benefit Alternatives Veba Trust Iv 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 Retirement Enhancement And Benefit Alternatives Veba Trust Iv 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 (2021)
From the most recent IRS 990 filing on record:
- The organization reported a surplus of $672K, with revenue exceeding expenses.
Frequently Asked Questions about Retirement Enhancement And Benefit Alternatives Veba Trust Iv
Is Retirement Enhancement And Benefit Alternatives Veba Trust Iv a legitimate charity?
Retirement Enhancement And Benefit Alternatives Veba Trust Iv (EIN: 475511004) is a registered tax-exempt nonprofit based in Minnesota. It has 6 years of IRS 990 filings on record. Total revenue: $3.1M. No red flags identified. Financial health grade: A.
How does Retirement Enhancement And Benefit Alternatives Veba Trust Iv spend its money?
Retirement Enhancement And Benefit Alternatives Veba Trust Iv reported $3.1M in total revenue in IRS 990 filings. 6 years of filing data available. Revenue exceeded expenses in the most recent year. Review the full spending breakdown on NonprofitSpending.
Are donations to Retirement Enhancement And Benefit Alternatives Veba Trust Iv tax-deductible?
Retirement Enhancement And Benefit Alternatives Veba Trust Iv is registered as a tax-exempt nonprofit (EIN: 475511004). Donations to most 501(c)(3) organizations are tax-deductible. Consult a tax professional for your specific situation.
Where is Retirement Enhancement And Benefit Alternatives Veba Trust Iv located?
Retirement Enhancement And Benefit Alternatives Veba Trust Iv is headquartered in Minneapolis, Minnesota and files with the IRS under EIN 475511004. It is classified under NTEE code Y30.
How many years of IRS 990 filings does Retirement Enhancement And Benefit Alternatives Veba Trust Iv have?
Retirement Enhancement And Benefit Alternatives Veba Trust Iv has 6 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 $3.1M in total revenue.
Filing History
IRS 990 filing history for Retirement Enhancement And Benefit Alternatives Veba Trust Iv showing financial trends over 6 years of public records:
Over 6 years of IRS 990 filings (2016–2021), Retirement Enhancement And Benefit Alternatives Veba Trust Iv's revenue has declined by 70.3%, moving from $10.6M to $3.1M. Total assets increased by 124.8% over the same period, from $8.8M to $19.7M. Total functional expenses rose by 36.4%, from $1.8M to $2.5M. In its most recent filing year (2021), Retirement Enhancement And Benefit Alternatives Veba Trust Iv reported a surplus of $672K, with revenue exceeding expenses.
| Year | Revenue | Expenses | Assets | Liabilities | Officer Comp. % | |
|---|---|---|---|---|---|---|
| 2021 | $3.1M | $2.5M | $19.7M | $0 | — | View 990 |
| 2020 | $3.2M | $2.4M | $18.9M | $0 | — | — |
| 2019 | $2.5M | $2.4M | $14.4M | $0 | — | View 990 |
| 2018 | $3.8M | $3.1M | $14.0M | $0 | — | — |
| 2017 | $7.1M | $2.4M | $13.5M | $0 | — | — |
| 2016 | $10.6M | $1.8M | $8.8M | $0 | — | View 990 |
Year-by-Year Financial Summary
- 2021: Revenue of $3.1M, expenses of $2.5M, and assets of $19.7M (revenue -1.5% year-over-year).
- 2020: Revenue of $3.2M, expenses of $2.4M, and assets of $18.9M (revenue +28.2% year-over-year).
- 2019: Revenue of $2.5M, expenses of $2.4M, and assets of $14.4M (revenue -34.4% year-over-year).
- 2018: Revenue of $3.8M, expenses of $3.1M, and assets of $14.0M (revenue -46.6% year-over-year).
- 2017: Revenue of $7.1M, expenses of $2.4M, and assets of $13.5M (revenue -32.8% year-over-year).
- 2016: Revenue of $10.6M, expenses of $1.8M, and assets of $8.8M.
View Individual Filing Years
Explore detailed financial data from each IRS 990 filing year for Retirement Enhancement And Benefit Alternatives Veba Trust Iv:
Data Sources and Methodology
This transparency report for Retirement Enhancement And Benefit Alternatives Veba Trust Iv 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.