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Wells Fargo & Co Employee Benifit Trust For Retiree

  • Minneapolis, MN
  • Tax-exempt since Aug. 1992
  • EIN: 41-1713318

Organization summary

Type of Nonprofit

Designated as a Voluntary employees' beneficiary associations, which provide payment of life, sickness, accident or other benefits to members.

Donations to this organization are not tax deductible.

Summary charts: organization finances over time

Revenue
$55.4M (2022)

Expenses
$54.9M (2022)

Total Assets
$277M (2022)

Total Liabilities
$0 (2022)

Source: Form 990 tax filings from 2011 to 2022

Tax Filings by Year

Form 990 is an information return that most organizations claiming federal tax-exempt status must file yearly with the IRS. Nonprofit Explorer has IRS digitized Form 990 data for filings processed in 2012 and later. If this organization filed an amended return, it may not be reflected below. Duplicate download links may indicate a resubmission or amendment to this organization's original return. Form 990 data is from the IRS.

Fiscal Year Ending Dec.
2022

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$55,430,211
Expenses
$54,873,611
Net Income
$556,600
Net Assets
$277,132,250
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $42,049,409
75.9%
Investment Income $922,698
1.7%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $12,458,104
22.5%
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $277,132,250
Total Liabilities $0
Net Assets $277,132,250
Compensation
Key Employees and Officers Compensation Related Other
Principal Financial Group (Institutional Trustee) $0 $0 $0

Document Links

990
Filed on Nov. 14, 2023

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending Dec.
2021

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$46,494,282
Expenses
$49,762,454
Net Income
-$3,268,172
Net Assets
$295,455,025
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $43,094,664
92.7%
Investment Income $15,741
0.0%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $3,383,877
7.3%
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $295,455,025
Total Liabilities $0
Net Assets $295,455,025
Compensation
Key Employees and Officers Compensation Related Other
Wells Fargo Bank Na (Institutional Trustee) $0 $0 $0

Document Links

990
Filed on Nov. 10, 2022

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending Dec.
2020

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$50,023,312
Expenses
$57,882,932
Net Income
-$7,859,620
Net Assets
$302,144,718
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $45,439,086
90.8%
Investment Income $649,852
1.3%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $4,123
0.0%
Net Inventory Sales $0
Other Revenue $3,930,251
7.9%
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $302,144,718
Total Liabilities $0
Net Assets $302,144,718
Compensation
Key Employees and Officers Compensation Related Other
Wells Fargo Bank Na (Institutional Trustee) $0 $0 $0

Document Links

990
Filed on Nov. 4, 2021

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing
XML

Fiscal Year Ending Dec.
2019

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$50,465,288
Expenses
$64,961,154
Net Income
-$14,495,866
Net Assets
$307,646,291
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $46,821,840
92.8%
Investment Income $1,823,348
3.6%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $251
0.0%
Net Inventory Sales $0
Other Revenue $1,819,849
3.6%
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $307,646,291
Total Liabilities $0
Net Assets $307,646,291
Compensation
Key Employees and Officers Compensation Related Other
Wells Fargo Bank Na (Institutional Trustee) $0 $0 $0

Document Links

990
Filed on Nov. 10, 2020

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing
XML

Fiscal Year Ending Dec.
2018

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$54,738,324
Expenses
$69,735,011
Net Income
-$14,996,687
Net Assets
$300,150,742
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $50,613,854
92.5%
Investment Income $1,854,187
3.4%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $2,270,283
4.1%
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $300,150,742
Total Liabilities $0
Net Assets $300,150,742
Compensation
Key Employees and Officers Compensation Related Other
Wells Fargo Bank Na (Institutional Trustee) $0 $0 $0

Document Links

990
Filed on Nov. 8, 2019

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending Dec.
2017

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$45,121,762
Expenses
$62,007,064
Net Income
-$16,885,302
Net Assets
$326,455,339
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $41,638,076
92.3%
Investment Income $1,230,084
2.7%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $77,370
0.2%
Net Inventory Sales $0
Other Revenue $2,176,232
4.8%
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $326,455,339
Total Liabilities $0
Net Assets $326,455,339
Compensation
Key Employees and Officers Compensation Related Other
Wells Fargo Bank Na (Institutional Trustee) $0 $0 $0

Document Links

990
Filed on Nov. 6, 2018

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending Dec.
2016

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$81,208,256
Expenses
$94,851,762
Net Income
-$13,643,506
Net Assets
$322,198,181
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $77,940,368
96.0%
Investment Income $780,437
1.0%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $571,586
0.7%
Net Inventory Sales $0
Other Revenue $1,915,865
2.4%
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $322,198,181
Total Liabilities $0
Net Assets $322,198,181
Compensation
Key Employees and Officers Compensation Related Other
Wells Fargo Bank Na (Institutional Trustee) $0 $0 $0

Document Links

990
Filed on Nov. 8, 2017

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending Dec.
2015

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$77,907,261
Expenses
$97,548,593
Net Income
-$19,641,332
Net Assets
$325,654,514
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $74,781,517
96.0%
Investment Income $551,235
0.7%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $2,574,509
3.3%
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $325,654,514
Total Liabilities $0
Net Assets $325,654,514
Compensation
Key Employees and Officers Compensation Related Other
Wells Fargo Bank Na (Institutional Trustee) $0 $0 $0

Document Links

990
Filed on Oct. 25, 2016

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing
PDF XML
PDF (2 of 2)

Fiscal Year Ending Dec.
2014

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$98,338,941
Expenses
$105,062,717
Net Income
-$6,723,776
Net Assets
$348,470,600
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $96,095,528
97.7%
Investment Income $562,405
0.6%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $8,564
0.0%
Net Inventory Sales $0
Other Revenue $1,672,444
1.7%
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $348,470,600
Total Liabilities $0
Net Assets $348,470,600
Compensation
Key Employees and Officers Compensation Related Other
Wells Fargo Bank Na (Institutional Trustee) $0 $0 $0

Document Links

990
Filed on Nov. 13, 2015

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending Dec.
2013

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$81,516,647
Expenses
$97,376,893
Net Income
-$15,860,246
Net Assets
$347,878,661
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $79,260,208
97.2%
Investment Income $532,514
0.7%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $1,362
0.0%
Net Inventory Sales $0
Other Revenue $1,722,563
2.1%
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $347,878,661
Total Liabilities $0
Net Assets $347,878,661
Compensation
Key Employees and Officers Compensation Related Other
Wells Fargo Bank Na (Institutional Trustee) $0 $0 $0

Document Links

990
Filed on Nov. 5, 2014

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending Dec.
2012

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$83,505,118
Expenses
$98,849,324
Net Income
-$15,344,206
Net Assets
$339,369,913
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $81,184,089
97.2%
Investment Income $650,975
0.8%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $203,763
0.2%
Net Inventory Sales $0
Other Revenue $1,466,291
1.8%
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $339,369,913
Total Liabilities $0
Net Assets $339,369,913

Document Links

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2011

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$107,870,505
Expenses
$144,499,827
Net Income
-$36,629,322
Net Assets
$343,242,184
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $105,589,159
97.9%
Investment Income $737,753
0.7%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $15,674
0.0%
Net Inventory Sales $0
Other Revenue $1,527,919
1.4%
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $343,242,184
Total Liabilities $0
Net Assets $343,242,184

Document Links

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2010

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2009

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2008

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2007

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2006

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2005

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2004

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

About This Data

Nonprofit Explorer includes summary data for nonprofit tax returns and full Form 990 documents, in both PDF and digital formats.

The summary data contains information processed by the IRS during the 2012-2019 calendar years; this generally consists of filings for the 2011-2018 fiscal years, but may include older records. This data release includes only a subset of what can be found in the full Form 990s.

In addition to the raw summary data, we link to PDFs and digital copies of full Form 990 documents wherever possible. This consists of separate releases by the IRS of Form 990 documents processed by the agency, which we update regularly.

We also link to copies of audits nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year since 2016. These audits are copied from the Federal Audit Clearinghouse.

Which Organizations Are Here?

Every organization that has been recognized as tax exempt by the IRS has to file Form 990 every year, unless they make less than $200,000 in revenue and have less than $500,000 in assets, in which case they have to file form 990-EZ. Organizations making less than $50,000 don’t have to file either form but do have to let the IRS they’re still in business via a Form 990N "e-Postcard."

Nonprofit Explorer has organizations claiming tax exemption in each of the 27 subsections of the 501(c) section of the tax code, and which have filed a Form 990, Form 990EZ or Form 990PF. Taxable trusts and private foundations that are required to file a form 990PF are also included. Small organizations filing a Form 990N "e-Postcard" are not included in this data.

Types of Nonprofits

There are 27 nonprofit designations based on the numbered subsections of section 501(c) of the tax code. See the list »

Get the Data

For those interested in acquiring the original data from the source, here’s where our data comes from:

  • Raw filing data. Includes EINs and summary financials as structured data.
  • Exempt Organization profiles. Includes organization names, addresses, etc. You can merge this with the raw filing data using EIN numbers.
  • Form 990 documents. Prior to 2017, these documents were obtained and processed by Public.Resource.org and ProPublica. Bulk PDF downloads since 2017 are available from the IRS.
  • Form 990 documents as XML files. Includes complete filing data (financial details, names of officers, tax schedules, etc.) in machine-readable format. Only available for electronically filed documents. Electronic data released prior to October 2021 is also available through Amazon Web Services.
  • Audits. PDFs of single or program-specific audits for nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year. Available for fiscal year 2015 and later.

API

The data powering this website is available programmatically, via an API. Read the API documentation »

Byline

By Andrea Suozzo, Alec Glassford and Ash Ngu, ProPublica, and Brandon Roberts, Special to ProPublica.
Design by Jeff Frankl. Additional development by Ken Schwencke, Mike Tigas, and Sisi Wei.

E-file viewer adapted from IRS e-File Viewer by Ben Getson. Code for scraping audit documents adapated from Govwiki.

Updated