nonprofit · EIN 41-1713318 · MN
How much does Wells Fargo & Co Employee Benefit Trust for Retiree raise and spend?
Wells Fargo & Co Employee Benefit Trust for Retiree (MN, EIN 41-1713318) reported $52.6M in revenue and $46.8M in expenses for tax year 2023, with $284.4M in net assets (73.0 months of reserves). By expenses that ranks 8,293 of 539,974 e-filers, 184 of 12,489 nonprofits in minnesota.
What stands out
Wells Fargo & Co Employee Benefit Trust for Retiree (MN, EIN 41-1713318) reported $52.6M in revenue and $46.8M in expenses for tax year 2023, with $284.4M in net assets (73.0 months of reserves). By expenses that ranks 8,293 of 539,974 e-filers, 184 of 12,489 nonprofits in minnesota. Against nonprofits with $10M-$100M in expenses: months of reserves 73.0 months, above the peer median of 9.0 months; officer compensation share of expenses 0.0%, below the peer median of 2.5%; contributions share of revenue 0.0%, below the peer median of 13.8%; surplus margin 11.1%, above the peer median of 1.8%.
Key figures, tax year 2023
As filed on Form 990; ratios computed by FACTANKER. Peer medians are percentile_cont over the group in the same year. Every filed line links to its record on the entity page.
| Measure | 2023 | Median, activity | Median, size | Median, all |
|---|---|---|---|---|
| Total revenue | $52.6M | — | $21.6M | $194.7k |
| Total expenses | $46.8M | — | $20.9M | $178.5k |
| Total assets | $284.4M | — | $29.9M | $775.3k |
| Net assets | $284.4M | — | $17.0M | $622.5k |
| Officer compensation (total per organisation) | $0 | — | $609.0k | $113.0k |
| Program service revenue share | 75.9% | — | 74.7% | 13.8% |
| Contributions share of revenue | 0.0% | — | 13.8% | 57.5% |
| Officer compensation share of expenses | 0.0% | — | 2.5% | 6.5% |
| Months of reserves | 73.0 months | — | 9.0 months | 12.6 months |
| Surplus margin | 11.1% | — | 1.8% | 3.9% |
Year by year
5 filings on record.
| Tax year | Revenue | Expenses | Net assets | Reserves | Officer comp. | Rank |
|---|---|---|---|---|---|---|
| 2023 | $52.6M | $46.8M | $284.4M | 73.0 months | $0 | 8,293 |
| 2022 | $55.4M | $54.9M | $277.1M | 60.6 months | $0 | 6,669 |
| 2020 | $50.0M | $57.9M | $302.1M | 62.6 months | $0 | 5,782 |
| 2019 | $50.5M | $65.0M | $307.6M | 56.8 months | $0 | 5,019 |
| 2018 | $54.7M | $69.7M | $300.2M | 51.6 months | $0 | 4,384 |
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