Civic Intelligence

Wells Fargo & Co Employee Benefit Trust for Retiree

EIN 41-1713318 • 501(c)9 • Des Moines, IA

Profile

The trust was esablished to provide medical benefits for retired employees of Wells Fargo Co.

PO Box 10370Des Moines, IA 50306-0370
Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

22nd percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

501(c)9 • $250M-$1B nonprofits • Source year 2024

Liabilities / Revenue

25th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

501(c)9 • $250M-$1B nonprofits • Source year 2024

Net Margin

19th percentile

-7.0%

Higher net margin than 19% of similar nonprofits.

501(c)9 • $250M-$1B nonprofits • Source year 2024

Top Officer Pay

38th percentile

$0

Higher top officer pay than 38% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

501(c)9 • $250M-$1B nonprofits • Source year 2024

Asset Growth

22nd percentile

-1.7%

Faster asset growth than 22% of similar nonprofits.

501(c)9 • $250M-$1B nonprofits • Annualized from 2023 to 2024

Revenue Growth

9th percentile

-18%

Faster revenue growth than 9% of similar nonprofits.

501(c)9 • $250M-$1B nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets22nd percentile

Assets

Down

$279,550,302

Down $4,882,076 (-1.7%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Down

$279,550,302

Down $4,882,076 (-1.7%) from 2023

Operations
Liabilities / Revenue25th percentileNet Margin19th percentile

Revenue

Down

$43,285,880

Down $9,353,542 (-18%) from 2023

Expenses

Down

$46,296,405

Down $483,927 (-1.0%) from 2023

Net Income

Down

-$3,010,525

Down $8,869,615 (-151%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth22nd percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$400M$300M$200M$100M$0Assets 2010: $383,846,749Liabilities 2010: $0Net Assets 2010: $383,846,7492010Assets 2011: $343,242,184Liabilities 2011: $0Net Assets 2011: $343,242,1842011Assets 2012: $339,369,913Liabilities 2012: $0Net Assets 2012: $339,369,9132012Assets 2013: $347,878,661Liabilities 2013: $0Net Assets 2013: $347,878,6612013Assets 2014: $348,470,600Liabilities 2014: $0Net Assets 2014: $348,470,6002014Assets 2015: $325,654,514Liabilities 2015: $0Net Assets 2015: $325,654,5142015Assets 2016: $322,198,181Liabilities 2016: $0Net Assets 2016: $322,198,1812016Assets 2017: $326,455,339Liabilities 2017: $0Net Assets 2017: $326,455,3392017Assets 2018: $300,150,742Liabilities 2018: $0Net Assets 2018: $300,150,7422018Assets 2019: $307,646,291Liabilities 2019: $0Net Assets 2019: $307,646,2912019Assets 2020: $302,144,718Liabilities 2020: $0Net Assets 2020: $302,144,7182020Assets 2021: $295,455,025Liabilities 2021: $0Net Assets 2021: $295,455,0252021Assets 2022: $277,132,250Liabilities 2022: $0Net Assets 2022: $277,132,2502022Assets 2023: $284,432,378Liabilities 2023: $0Net Assets 2023: $284,432,3782023Assets 2024: $279,550,302Liabilities 2024: $0Net Assets 2024: $279,550,3022024

Highlighted filing

2024

Assets$279,550,302
Liabilities$0
Net Assets$279,550,302
Open 2024 Filing

Operations Trend

Revenue Growth9th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$200M$150M$100M$50M$0-$50MExpenses 2010: $152,389,9832010Expenses 2011: $144,499,8272011Expenses 2012: $98,849,3242012Revenue 2013: $81,516,647Expenses 2013: $97,376,893Net Income 2013: -$15,860,2462013Revenue 2014: $98,338,941Expenses 2014: $105,062,717Net Income 2014: -$6,723,7762014Revenue 2015: $77,907,261Expenses 2015: $97,548,593Net Income 2015: -$19,641,3322015Revenue 2016: $81,208,256Expenses 2016: $94,851,762Net Income 2016: -$13,643,5062016Revenue 2017: $45,121,762Expenses 2017: $62,007,064Net Income 2017: -$16,885,3022017Revenue 2018: $54,738,324Expenses 2018: $69,735,011Net Income 2018: -$14,996,6872018Revenue 2019: $50,465,288Expenses 2019: $64,961,154Net Income 2019: -$14,495,8662019Revenue 2020: $50,023,312Expenses 2020: $57,882,932Net Income 2020: -$7,859,6202020Revenue 2021: $46,494,282Expenses 2021: $49,762,454Net Income 2021: -$3,268,1722021Revenue 2022: $55,430,211Expenses 2022: $54,873,611Net Income 2022: $556,6002022Revenue 2023: $52,639,422Expenses 2023: $46,780,332Net Income 2023: $5,859,0902023Revenue 2024: $43,285,880Expenses 2024: $46,296,405Net Income 2024: -$3,010,5252024

Highlighted filing

2024

Revenue$43,285,880
Expenses$46,296,405
Net Income-$3,010,525
Open 2024 Filing

Filings

Most recent year

2024 • Form 990Facts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
$279,550,302
Liabilities
$0
Net assets
$279,550,302
Revenue
$43,285,880
Expenses
$46,296,405
Net income
-$3,010,525
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$280$0.00$280$43.3$46.3$3.01
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$284$0.00$284$52.6$46.8$5.86
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$277$0.00$277$55.4$54.9$0.56
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$295$0.00$295$46.5$49.8$3.27
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$302$0.00$302$50.0$57.9$7.86
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$308$0.00$308$50.5$65.0$14.5
2018Facts available. Structured filing facts are available, but richer extracted sections are limited.$300$0.00$300$54.7$69.7$15.0
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$326$0.00$326$45.1$62.0$16.9
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$322$0.00$322$81.2$94.9$13.6
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$326$0.00$326$77.9$97.5$19.6
2014XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$348$0.00$348$98.3$105$6.72
2013XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$348$0.00$348$81.5$97.4$15.9
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$339$0.00$339$98.8
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$343$0.00$343$144
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$384$0.00$384$152
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Nov 12, 2025
Return Version
2024v5.2
Gross Receipts
$43,285,880
Mission and Program Overview

Mission

The trust was esablished to provide medical benefits for retired employees of Wells Fargo Co.

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$284,432,378$279,550,302▼ $4,882,076
Savings and Temporary Cash Investments$50,367,322$46,792,989▼ $3,574,333
Accounts Receivable$224,644$175,763▼ $48,881
Total Assets$284,432,378$279,550,302▼ $4,882,076
Other Assets Total$233,840,412$232,581,550▼ $1,258,862
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$284,432,378$279,550,302▼ $4,882,076
Total Liabilities and Net Assets / Fund Balance$284,432,378$279,550,302▼ $4,882,076

Asset Categories

AssetBook ValueDepreciationBasis
Other Assets Org$223,937,499--
Compensation and Service Providers
Top Officer Pay38th percentile

Board Members and Trustees

NameTitle
-Institutional Trustee
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$35,118,609
Investment Income
$2,737,316
Other Revenue
$5,429,955
Change in Net Assets
$-3,010,525

Audited Revenue Reconciliation

Revenue per Audited Statements
$43,285,880
Revenue Not Reported on Form 990
$-1,871,551
Total Revenue per Audited Statements
$41,414,329
Total Revenue per Form 990
$43,285,880
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$18,599,927
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Benefits to Members$27,696,478--$27,696,478
Insurance$15,280,186--$15,280,186
Other Expenses$3,319,741--$3,319,741
Total Functional Expenses$46,296,405$0$0$46,296,405

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$46,296,405
Total Expenses per Audited Statements$46,296,405
Total Expenses per Form 990$46,296,405
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Federal income taxes-
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
No
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section B, Line 11B

“The return is prepared by an external Certified Public Accountant. Draft copies are provided to the Audit Committee for review prior to filing. The Audit Committee consists of the Trustees, the Accounting Manager, and the Finance Manager.”

Form 990, Part VI, Section B, Line 12C

“The organization has a diligence risk and compliance team for each business who continually update policies and procedures to insure compliance standards are met.”

Form 990, Part VI, Section C, Line 19

“No documentation was requested nor were any documents made available to the public other than the disclosure of Form 990.”

Filing and Contact Details

Filer

Filer Name
Wells Fargo & Co Employee Benefit Trust for Retiree
EIN
41-1713318
Phone
9802210098
Address
PO Box 10370, Des Moines, IA 50306-0370

Signing Officer

Name
Jeff Roy
Title
Assistant Consulting Director
Phone
9802210098
Signed
2025-11-12
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Jeff Roy
Formed
1991
Legal Domicile
Mn
Voting Board Members
1
Independent Board Members
0
Employees
0

Preparer

Firm
Jeffrey S Polinchock CPA
Address
PO Box 271007, Golden Valley, MN 55427
Preparer
Jeffrey S Polinchock
Phone
7632083857
Raw XML Appendix292 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990/BooksInCareOfDetail/PhoneNum07633401141
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IRS990/BooksInCareOfDetail/USAddress/ZIPCd055402
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IRS990/ConferencesMeetingsGrp/TotalAmt00
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IRS990/DepreciationDepletionGrp/TotalAmt00
IRS990/Desc0The exempt purpose is to provide medial benefits to retired employees of Wells Fargo Co.
IRS990/DescribedInSection501c3Ind0false
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IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt00
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IRS990/ForeignFinancialAccountInd0false
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IRS990/Form990PartVIISectionAGrp/TitleTxt0Institutional Trustee
IRS990/Form990ProvidedToGvrnBodyInd0true
IRS990/Form990TFiledInd0true
IRS990/FormationYr01991
IRS990/FormerOfcrEmployeesListedInd0false
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd0true
IRS990/FundraisingActivitiesInd0false
IRS990/GamingActivitiesInd0false
IRS990/GoverningBodyVotingMembersCnt01
IRS990/GrantsToDomesticIndividualsGrp/TotalAmt00
IRS990/GrantsToDomesticOrgsGrp/TotalAmt00
IRS990/GrantsToIndividualsInd0false
IRS990/GrantsToOrganizationsInd0false
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossReceiptsAmt043285880
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0false
IRS990/IndependentAuditFinclStmtInd0true
IRS990/IndependentVotingMemberCnt00
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InformationTechnologyGrp/TotalAmt00
IRS990/InsuranceGrp/ProgramServicesAmt015280186
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IRS990/InterestGrp/TotalAmt00
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt02737316
IRS990/InvestmentIncomeGrp/UnrelatedBusinessRevenueAmt02737316
IRS990/InvestmentInJointVentureInd0false
IRS990/IRPDocumentCnt00
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IRS990/MethodOfAccountingOtherInd0X
IRS990/MinutesOfCommitteesInd0true
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IRS990/MissionDesc0The trust was esablished to provide medical benefits for retired employees of Wells Fargo Co.
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/NetAssetsOrFundBalancesBOYAmt0284432378
IRS990/NetAssetsOrFundBalancesEOYAmt0279550302
IRS990/NetUnrelatedBusTxblIncmAmt02615638
IRS990/NetUnrlzdGainsLossesInvstAmt0-1871551
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd0false
IRS990/OccupancyGrp/TotalAmt00
IRS990/OfficeExpensesGrp/TotalAmt00
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501cInd0X
IRS990/OrgDoesNotFollowFASB117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt0233840412
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IRS990/OtherRevenueMiscGrp/Desc0Death Benefit Payments
IRS990/OtherRevenueMiscGrp/Desc1Fee Rebate
IRS990/OtherRevenueMiscGrp/ExclusionAmt05380190
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt05380190
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt149765
IRS990/OtherRevenueMiscGrp/UnrelatedBusinessRevenueAmt049765
IRS990/OtherRevenueTotalAmt05429955
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IRS990/PartialLiquidationInd0false
IRS990/PaymentsToAffiliatesGrp/TotalAmt00
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PayrollTaxesGrp/TotalAmt00
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IRS990/PoliticalCampaignActyInd0false
IRS990/PrincipalOfficerNm0Jeff Roy
IRS990/ProfessionalFundraisingInd0false
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IRS990ScheduleD/ExpensesSubtotalAmt046296405
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IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt1223937499
IRS990ScheduleD/OtherAssetsOrgGrp/Desc0Interest in Master Trust
IRS990ScheduleD/OtherAssetsOrgGrp/Desc1Insurance Contracts
IRS990ScheduleD/OtherAssetsOrgGrp/Desc2Loan receivable from Wells Fargo Company Health Plan
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0Federal income taxes
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0The return is prepared by an external Certified Public Accountant. Draft copies are provided to the Audit Committee for review prior to filing. The Audit Committee consists of the Trustees, the Accounting Manager, and the Finance Manager.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1The organization has a diligence risk and compliance team for each business who continually update policies and procedures to insure compliance standards are met.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2No documentation was requested nor were any documents made available to the public other than the disclosure of Form 990.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Section B, Line 11b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Section B, Line 12c
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990, Part VI, Section C, Line 19
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IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt02787081
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0284432378
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0279550302
IRS990/TravelGrp/TotalAmt00
IRS990/TypeOfOrganizationTrustInd0X
IRS990/UnrelatedBusIncmOverLimitInd0true
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0PO Box 10370 STE
IRS990/USAddress/CityNm0Des Moines
IRS990/USAddress/StateAbbreviationCd0IA
IRS990/USAddress/ZIPCd0503060370
IRS990/VotingMembersGoverningBodyCnt01
IRS990/VotingMembersIndependentCnt00
IRS990/WhistleblowerPolicyInd0true
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Jeff Roy
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Assistant Consulting Director
ReturnHeader/BusinessOfficerGrp/PhoneNum09802210098
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-11-12
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Wells Fargo & Co Employee Benefit Trust for Retiree
ReturnHeader/Filer/BusinessNameControlTxt0WELL
ReturnHeader/Filer/EIN0411713318
ReturnHeader/Filer/PhoneNum09802210098
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO Box 10370
ReturnHeader/Filer/USAddress/CityNm0Des Moines
ReturnHeader/Filer/USAddress/StateAbbreviationCd0IA
ReturnHeader/Filer/USAddress/ZIPCd0503060370
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0201154078
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Jeffrey S Polinchock CPA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0PO Box 271007
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Golden Valley
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd055427
ReturnHeader/PreparerPersonGrp/PhoneNum07632083857
ReturnHeader/PreparerPersonGrp/PreparationDt02025-11-12
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Jeffrey S Polinchock
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02025-11-12T10:28:31-00:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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