LINCOLN NATIONAL CORPORATION VEBA TRUST

EIN: 356388925

DES MOINES, IA

Total Revenue
$166,191,993
Total Expenses
$170,549,001
Total Assets
$19,113,945
Net Assets
$-5,559,952
🔒

Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Sign In — Free (10 views/day)

Financial Trends

Organization Details

Formation Year
1995
Legal Domicile
IN
Principal Officer
PRINCIPAL FINANCIAL GROUP
Phone
6025620883
Tax Period
2023-01-01 to 2023-12-31

LINCOLN NATIONAL CORPORATION VEBA TRUST, founded in 1995, is a major nonprofit that reported $166.2M in total revenue in fiscal year 2023.

Mission

FUNDING HEALTH AND WELFARE BENEFITS FOR PARTICIPATING EMPLOYEES, AGENTS, PLANNERS AND RETIREES FOR LINCOLN NATIONAL CORPORATION

🔒

Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

Sign in to view Trantor Score and financial metrics

Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Sign In — Free (10 views/day)

Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $0
Program Service Revenue $165,770,389
Investment Income $415,328
Other Revenue $6,276
TOTAL REVENUE $166,191,993

Expense Breakdown

Grants Paid $0
Salaries & Benefits $13,733
Fundraising Expenses $0
Other Expenses $9,994,688
TOTAL EXPENSES $170,549,001

Year-over-Year Comparison

2023 2022 Change
Revenue $166,191,993 $164,544,403 +0.0%
Expenses $170,549,001 $176,257,462 0.0%
Net Income $-4,357,008 $-11,713,059 -0.6%
Key Indicators
✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✗ Schedule B Required
🔒

Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Sign In

Governance

Voting Members
1
Independent Members
N/A
Employees
N/A
Volunteers
N/A

Governance Policies

✗ Conflict of Interest Policy
✗ Whistleblower Policy
✗ Document Retention Policy

Special Practices & Reported Activities

✗ Operated a School
✗ Operated a Hospital
✗ Provided First Class Travel
✗ Reported Conflict of Interest
✗ Reported Asset Diversion
✗ Excess Benefit Transaction
✗ Made Political Expenditures
✗ Engaged in Lobbying
✗ Operated Donor Advised Fund
✗ Maintained Art Collections
✗ Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers
0
$0
Total Directors
0
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
N/A TRUSTEE N/A
$13,733 $0 $13,733
Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year Revenue Expenses Assets Net Income
2024 No data No data No data No data
2023 $166,191,993 $170,549,001 $19,113,945 $-4,357,008
2022 $164,544,403 $176,257,462 $22,112,435 $-11,713,059
2021 $155,125,336 $162,355,437 $30,374,393 $-7,230,101
2020 $148,744,326 $141,314,610 $35,069,328 $7,429,716
2019 $138,898,735 $149,054,754 $26,383,959 $-10,156,019
2018 $120,457,995 $134,429,700 $36,967,019 $-13,971,705
Explore More Nonprofits
→Top 100 Nonprofits in Iowa →Largest U.S. Nonprofits →Best Rated Nonprofits →Most Efficient Nonprofits

Compare LINCOLN NATIONAL CORPORATION VEBA TRUST with other nonprofits in Iowa and across the country.

We Value Your Privacy
We use cookies and similar technologies to analyze site traffic and improve your experience. By clicking "Accept All", you consent to our use of cookies for analytics and measurement.