Wells Fargo & Co Short Term Disability Plan & Trust (EIN 841749555) - Form 990 Financial Analysis & Trantor Score

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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

2018

Legal Domicile

Principal Officer

Jeff Roy

Phone

9802210098

Tax Period

2024-01-01 to 2024-12-31

Wells Fargo & Co Short Term Disability Plan & Trust, founded in 2018, is a major nonprofit in the Mutual Benefit sector that reported $122.0M in total revenue in fiscal year 2024. Revenue decreased 11% compared to the prior year.

Mission

Voluntary Employees Beneficiary Association established to provide short term disability benefits.

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Trantor Score

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

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

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $119,884,879

Investment Income $2,096,897

Other Revenue $42,789

TOTAL REVENUE $122,024,565

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $130,486,024

Other Expenses $1,424,204

TOTAL EXPENSES $130,486,024

Year-over-Year Comparison

	2024	2023	Change
Revenue	$122,024,565	$136,344,130	-0.1%
Expenses	$130,486,024	$137,517,499	-0.1%
Net Income	$-8,461,459	$-1,173,369	+6.2%

Key Indicators

✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✗ Schedule B Required

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Financial Health Indicators

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

Financial Distress Indicator

Liquidity & Cash Position

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

Governance

Voting Members

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
N/A	Institutional Trustee	N/A		$0	$0	$0

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	$122,024,565	$130,486,024	$23,062,016	$-8,461,459
2023	$136,344,130	$137,517,499	$31,523,475	$-1,173,369
2022	$161,475,661	$154,487,336	$32,696,844	$6,988,325
2021	$165,255,713	$160,826,619	$25,708,519	$4,429,094
2020	$150,297,052	$145,198,615	$21,279,425	$5,098,437
2019	$133,582,879	$138,334,232	$16,180,988	$-4,751,353
2018	$151,632,786	$130,700,445	$20,932,341	$20,932,341

Wells Fargo & Co Short Term Disability Plan & Trust