Civic Intelligence

AT&T Postretirement Life Insurance

EIN 04-3137197 • 501(c)9 • Dallas, TX

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Profile

Payment of life insurance and medical benefit expenses for at&t, inc. Employees, retirees and their dependents.

208 S Akard Street Room 1825Dallas, TX 75202

n/A

Siviq Scores

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

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on the latest valid filing.

Source year 2025

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on the latest valid filing.

Source year 2025

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on the latest valid filing.

Source year 2025

Top Officer Pay

75th percentile

$0

Higher top officer pay than 75% of similar nonprofits.

501(c)9 • <$500k nonprofits • Source year 2025

Asset Growth

46th percentile

-100%

Faster asset growth than 46% of similar nonprofits.

501(c)9 • <$500k nonprofits • Annualized from 2024 to 2025

Revenue Growth

11th percentile

-100%

Faster revenue growth than 11% of similar nonprofits.

501(c)9 • <$500k nonprofits • Annualized from 2024 to 2025

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$0

Down $28 (-100%) from 2024

Liabilities

Flat

$0

Flat from 2024

Net Assets

Down

$0

Down $28 (-100%) from 2024

Operations
Liabilities / RevenueScore unavailableNet MarginScore unavailable

Revenue

Down

$0

Down $238,143 (-100%) from 2024

Expenses

Down

$28

Down $262,872 (-100%) from 2024

Net Income

Up

-$28

Up $24,729 (+100%) from 2024

Trend Graphs

Balance Sheet Trend

Asset Growth46th percentile

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

$150M$100M$50M$0Assets 2011: $91,614,449Liabilities 2011: $0Net Assets 2011: $91,614,4492011Assets 2012: $89,577,447Liabilities 2012: $0Net Assets 2012: $89,577,4472012Assets 2013: $87,293,155Liabilities 2013: $0Net Assets 2013: $87,293,1552013Assets 2014: $85,131,770Liabilities 2014: $0Net Assets 2014: $85,131,7702014Assets 2016: $79,542,134Liabilities 2016: $0Net Assets 2016: $79,542,1342016Assets 2017: $76,747,283Liabilities 2017: $0Net Assets 2017: $76,747,2832017Assets 2018: $73,493,613Liabilities 2018: $0Net Assets 2018: $73,493,6132018Assets 2019: $145,140,789Liabilities 2019: $0Net Assets 2019: $145,140,7892019Assets 2020: $139,310,007Liabilities 2020: $0Net Assets 2020: $139,310,0072020Assets 2021: $133,201,951Liabilities 2021: $0Net Assets 2021: $133,201,9512021Assets 2022: $127,875,998Liabilities 2022: $0Net Assets 2022: $127,875,9982022Assets 2023: $24,785Liabilities 2023: $0Net Assets 2023: $24,7852023Assets 2024: $28Liabilities 2024: $0Net Assets 2024: $282024Assets 2025: $0Liabilities 2025: $0Net Assets 2025: $02025

Highlighted filing

2025

Assets$0
Liabilities$0
Net Assets$0
Open 2025 Filing

Operations Trend

Revenue Growth11th percentile

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

$100M$50M$0-$50MRevenue 2011: $33,693Expenses 2011: $2,465,797Net Income 2011: -$2,432,1042011Revenue 2012: $1,351,537Expenses 2012: $3,388,539Net Income 2012: -$2,037,0022012Revenue 2013: $1,324,266Expenses 2013: $3,608,558Net Income 2013: -$2,284,2922013Revenue 2014: $2,827,842Expenses 2014: $4,989,227Net Income 2014: -$2,161,3852014Revenue 2016: $3,044,913Expenses 2016: $5,083,383Net Income 2016: -$2,038,4702016Revenue 2017: $3,086,556Expenses 2017: $5,881,407Net Income 2017: -$2,794,8512017Revenue 2018: $3,155,545Expenses 2018: $6,409,215Net Income 2018: -$3,253,6702018Revenue 2019: $77,637,987Expenses 2019: $5,990,811Net Income 2019: $71,647,1762019Revenue 2020: $710,998Expenses 2020: $6,541,780Net Income 2020: -$5,830,7822020Revenue 2021: $702,921Expenses 2021: $6,810,977Net Income 2021: -$6,108,0562021Revenue 2022: $386,817Expenses 2022: $5,712,770Net Income 2022: -$5,325,9532022Revenue 2023: $2,200,058Expenses 2023: $5,400,437Net Income 2023: -$3,200,3792023Revenue 2024: $238,143Expenses 2024: $262,900Net Income 2024: -$24,7572024Revenue 2025: $0Expenses 2025: $28Net Income 2025: -$282025

Highlighted filing

2025

Revenue$0
Expenses$28
Net Income-$28
Open 2025 Filing

Filings

Most recent year

2025 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$0
Liabilities
$0
Net assets
$0
Revenue
$0
Expenses
$28
Net income
-$28
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$0.00$0.00$0.00
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.00$0.00$0.00$0.24$0.26$0.02
2023Detailed filing. Detailed filing data is available for this year.$0.02$0.00$0.02$2.20$5.40$3.20
2022Detailed filing. Detailed filing data is available for this year.$128$0.00$128$0.39$5.71$5.33
2021Detailed filing. Detailed filing data is available for this year.$133$0.00$133$0.70$6.81$6.11
2020Detailed filing. Detailed filing data is available for this year.$139$0.00$139$0.71$6.54$5.83
2019Detailed filing. Detailed filing data is available for this year.$145$0.00$145$77.6$5.99$71.6
2018Detailed filing. Detailed filing data is available for this year.$73.5$0.00$73.5$3.16$6.41$3.25
2017Detailed filing. Detailed filing data is available for this year.$76.7$0.00$76.7$3.09$5.88$2.79
2016Summary only. Only limited summary data is available for this year.$79.5$0.00$79.5$3.04$5.08$2.04
2014Summary only. Only limited summary data is available for this year.$85.1$0.00$85.1$2.83$4.99$2.16
2013Summary only. Only limited summary data is available for this year.$87.3$0.00$87.3$1.32$3.61$2.28
2012Summary only. Only limited summary data is available for this year.$89.6$0.00$89.6$1.35$3.39$2.04
2011Summary only. Only limited summary data is available for this year.$91.6$0.00$91.6$0.03$2.47$2.43
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2025 to Jun 3, 2025
Signed
Nov 7, 2025
Return Version
2024v5.2
Gross Receipts
$0
Mission and Program Overview

Mission

Payment of life insurance benefit expenses for at&t, inc. Employees, retirees and their dependents.

Payment of life insurance and medical benefit expenses for at&t, inc. Employees, retirees and their dependents.

Program Services

DescriptionGrantsExpenses
THE ORGANIZATION CEASED CONDUCTING ALL PROGRAM SERVICE ACTIVITIES DURING THE YEAR IN CONNECTION WITH ITS DISSOLUTION. AS PART OF THE TERMINATION PROCESS, ALL REMAINING ASSETS WERE DISTRIBUTED IN ACCORDANCE WITH THE ORGANIZATION'S EXEMPT PURPOSE TO ANOTHER QUALIFYING 501(C)(9) ORGANIZATION. THIS RETURN REPRESENTS THE ORGANIZATION'S FINAL FORM 990-EZ FILING.$0$0
Compensation and Service Providers
Top Officer Pay75th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
MELLON TRUST OF NEW ENGLANDTrustee-$0--
Filing and Contact Details

Filer

Filer Name
At&t Postretirement Life Insurance
EIN
04-3137197
In Care Of
% AT&T INC
Phone
2144868949
Address
208 S AKARD STREET ROOM 1825, DALLAS, TX 75202

Signing Officer

Name
Ingrid Berner
Title
Senior VP-tax
Phone
2673303000
Signed
2025-11-07
Discuss with paid preparer
Yes

Preparer

Firm
PwC US Tax LLP
Address
2001 MARKET ST SUITE 1800, PHILADELPHIA, PA 19103
Preparer
Erica R Mcreynolds
Phone
2673303000
Supplemental Narrative

Additional Explanations

Form 990-ez, Part V, Line 34

“Availability of governing documents, conflict of interest policy, & financial statements to general public the organization's governing documents and financial statements are available upon written request to: veba at&t, inc. 208 s. Akard street, room 1825 dallas, tx 75202”

Raw XML Appendix117 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.

Path#Value
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BenefitsPaidToOrForMembersAmt028
IRS990EZ/BooksInCareOfDetail/PersonNm0ATT INC
IRS990EZ/BooksInCareOfDetail/PhoneNum02144868949
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0208 S AKARD STREET ROOM 1825
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0DALLAS
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0TX
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd075202
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt028
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt00
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-28
IRS990EZ/FiledScheduleAInd0false
IRS990EZ/FinalReturnInd0X
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt028
IRS990EZ/Form990TotalAssetsGrp/EOYAmt00
IRS990EZ/GainOrLossFromSaleOfAssetsAmt00
IRS990EZ/GrossProfitLossSlsOfInvntryAmt00
IRS990EZ/GrossReceiptsAmt00
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/LandAndBuildingsGrp/BOYAmt00
IRS990EZ/LandAndBuildingsGrp/EOYAmt00
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt028
IRS990EZ/NetAssetsOrFundBalancesEOYAmt00
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt028
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt01.0
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0MELLON TRUST OF NEW ENGLAND
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0TRUSTEE
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0true
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt00
IRS990EZ/OtherAssetsTotalDetail/EOYAmt00
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0PAYMENT OF LIFE INSURANCE AND MEDICAL BENEFIT EXPENSES FOR AT&T, INC. EMPLOYEES, RETIREES AND THEIR DEPENDENTS.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0THE ORGANIZATION CEASED CONDUCTING ALL PROGRAM SERVICE ACTIVITIES DURING THE YEAR IN CONNECTION WITH ITS DISSOLUTION. AS PART OF THE TERMINATION PROCESS, ALL REMAINING ASSETS WERE DISTRIBUTED IN ACCORDANCE WITH THE ORGANIZATION'S EXEMPT PURPOSE TO ANOTHER QUALIFYING 501(C)(9) ORGANIZATION. THIS RETURN REPRESENTS THE ORGANIZATION'S FINAL FORM 990-EZ FILING.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt00
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SalariesOtherCompEmplBnftAmt00
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/SpecialEventsNetIncomeLossAmt00
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt028
IRS990EZ/TotalProgramServiceExpensesAmt00
IRS990EZ/TotalRevenueAmt00
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationTrustInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleN/AssetsDistributedInd0true
IRS990ScheduleN/BondsOutstandingInd0false
IRS990ScheduleN/DirectorOfSuccessorInd0true
IRS990ScheduleN/EmployeeOfSuccessorInd0false
IRS990ScheduleN/LiabilitiesPaidInd0true
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/AssetsDistriOrExpnssPaidDesc0BENEFIT PAID FOR MEMBERS
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/DistributionDt02025-06-03
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/EIN0431491162
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/FairMarketValueOfAssetAmt028
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/IRCSectionTxt0501(C)(9)
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/MethodOfFMVDeterminationTxt0CASH VALUE
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/PersonNm0ATT VEBA TRUST
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/USAddress/AddressLine1Txt0208 S AKARD STREET
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/USAddress/CityNm0DALLAS
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/USAddress/StateAbbreviationCd0TX
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/USAddress/ZIPCd075202
IRS990ScheduleN/OwnerOfSuccessorInd0false
IRS990ScheduleN/ReceiveCompensationInd0false
IRS990ScheduleN/RequiredToNotifyAGInd0false
IRS990ScheduleN/SupplementalInformationDetail/ExplanationTxt0AT&T POSTRETIREMENT LIFE INSURANCE AND OTHER BENEFITS TRUST EXISTS AS A 501(C)(9) ORGANIZATION WHICH HAS AN INSTITUTIONAL TRUSTEE REPORTED IN FORM 990-EZ, PART IV. AT&T VEBA TRUST EXISTS AS A 501(C)(9) ORGANIZATION WHICH REPORTS THE SAME INSTITUTIONAL TRUSTEE ON ITS FORM 990, PART VII. THE INSTITUTIONAL TRUSTEE DID NOT RECEIVE ANY COMPENSATION OR OTHER PAYMENTS RESULTING FROM THE DISSOLUTION OF AT&T POSTRETIREMENT LIFE INSURANCE AND OTHER BENEFITS TRUST.
IRS990ScheduleN/SupplementalInformationDetail/FormAndLineReferenceDesc0SCHEDULE N, PART I, LINE 2A DETAIL OF DIRECTOR OR TRUSTEE
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0AVAILABILITY OF GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, & FINANCIAL STATEMENTS TO GENERAL PUBLIC THE ORGANIZATION'S GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS ARE AVAILABLE UPON WRITTEN REQUEST TO: VEBA AT&T, INC. 208 S. AKARD STREET, ROOM 1825 DALLAS, TX 75202
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART V, LINE 34
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0INGRID BERNER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0SENIOR VP-TAX
ReturnHeader/BusinessOfficerGrp/PhoneNum02673303000
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-11-07
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0AT&T POSTRETIREMENT LIFE INSURANCE
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0AND OTHER BENEFITS TRUST
ReturnHeader/Filer/BusinessNameControlTxt0AT&T
ReturnHeader/Filer/EIN0043137197
ReturnHeader/Filer/InCareOfNm0% AT&T INC
ReturnHeader/Filer/PhoneNum02144868949
ReturnHeader/Filer/USAddress/AddressLine1Txt0208 S AKARD STREET ROOM 1825
ReturnHeader/Filer/USAddress/CityNm0DALLAS
ReturnHeader/Filer/USAddress/StateAbbreviationCd0TX
ReturnHeader/Filer/USAddress/ZIPCd075202
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0PwC US Tax LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt02001 MARKET ST SUITE 1800
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0PHILADELPHIA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0PA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd019103
ReturnHeader/PreparerPersonGrp/PhoneNum02673303000
ReturnHeader/PreparerPersonGrp/PreparationDt02025-11-06
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0ERICA R MCREYNOLDS
ReturnHeader/ReturnTs02025-11-07T15:24:03-06:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02025-01-01
ReturnHeader/TaxPeriodEndDt02025-06-03
ReturnHeader/TaxYr02024

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 501(c)9 • <$500k nonprofits