Civic Intelligence

Employer Contribution Veba Trust Saint

EIN 04-3838444 • 501(c)9 • Charlotte, NC

Profile

To provide retiree health benefits to the employer's former employees and their spouses and dependents, although other benefits may be provided as described in the plan document.

8625 Andrew Carnegie Blvd Attn CorpCharlotte, NC 28262

www.saintmarys.edu

Siviq Scores

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

Liabilities / Assets

31st percentile

0.00x

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

501(c)9 • $5M-$10M nonprofits • Source year 2024

Liabilities / Revenue

38th percentile

0.00x

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

501(c)9 • $5M-$10M nonprofits • Source year 2024

Net Margin

7th percentile

-84%

Higher net margin than 7% of similar nonprofits.

501(c)9 • $5M-$10M nonprofits • Source year 2024

Top Officer Pay

55th percentile

$1,500

Higher top officer pay than 55% of similar nonprofits.

Top officer pay equals 1.0% of source-year revenue.

501(c)9 • $5M-$10M nonprofits • Source year 2024

Asset Growth

41st percentile

2.7%

Faster asset growth than 41% of similar nonprofits.

501(c)9 • $5M-$10M nonprofits • Annualized from 2023 to 2024

Revenue Growth

96th percentile

176%

Faster revenue growth than 96% of similar nonprofits.

501(c)9 • $5M-$10M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets31st percentile

Assets

Up

$5,397,451

Up $141,233 (+2.7%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Up

$5,397,451

Up $141,233 (+2.7%) from 2023

Operations
Liabilities / Revenue38th percentileNet Margin7th percentile

Revenue

Up

$154,926

Up $98,765 (+176%) from 2023

Expenses

Down

$284,764

Down $45,026 (-14%) from 2023

Net Income

Up

-$129,838

Up $143,791 (+53%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth41st percentile

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

$8.0M$6.0M$4.0M$2.0M$0Assets 2011: $1,703,468Liabilities 2011: $0Net Assets 2011: $1,703,4682011Assets 2012: $2,179,199Liabilities 2012: $0Net Assets 2012: $2,179,1992012Assets 2013: $2,717,337Liabilities 2013: $0Net Assets 2013: $2,717,3372013Assets 2014: $3,031,184Liabilities 2014: $0Net Assets 2014: $3,031,1842014Assets 2015: $3,178,535Liabilities 2015: $0Net Assets 2015: $3,178,5352015Assets 2016: $3,570,154Liabilities 2016: $0Net Assets 2016: $3,570,1542016Assets 2017: $4,266,815Liabilities 2017: $0Net Assets 2017: $4,266,8152017Assets 2018: $4,138,859Liabilities 2018: $0Net Assets 2018: $4,138,8592018Assets 2019: $4,942,700Liabilities 2019: $0Net Assets 2019: $4,942,7002019Assets 2020: $5,627,063Liabilities 2020: $0Net Assets 2020: $5,627,0632020Assets 2021: $6,051,276Liabilities 2021: $0Net Assets 2021: $6,051,2762021Assets 2022: $5,027,714Liabilities 2022: $0Net Assets 2022: $5,027,7142022Assets 2023: $5,256,218Liabilities 2023: $0Net Assets 2023: $5,256,2182023Assets 2024: $5,397,451Liabilities 2024: $0Net Assets 2024: $5,397,4512024

Highlighted filing

2024

Assets$5,397,451
Liabilities$0
Net Assets$5,397,451
Open 2024 Filing

Operations Trend

Revenue Growth96th percentile

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

$1.5M$1.0M$500K$0-$500KRevenue 2011: $519,766Expenses 2011: $369,894Net Income 2011: $149,8722011Expenses 2012: $259,5512012Revenue 2013: $576,105Expenses 2013: $239,587Net Income 2013: $336,5182013Revenue 2014: $617,954Expenses 2014: $244,414Net Income 2014: $373,5402014Revenue 2015: $588,212Expenses 2015: $235,065Net Income 2015: $353,1472015Revenue 2016: $569,456Expenses 2016: $222,228Net Income 2016: $347,2282016Revenue 2017: $558,256Expenses 2017: $227,069Net Income 2017: $331,1872017Revenue 2018: $609,828Expenses 2018: $231,807Net Income 2018: $378,0212018Revenue 2019: $491,916Expenses 2019: $240,625Net Income 2019: $251,2912019Revenue 2020: $590,607Expenses 2020: $247,459Net Income 2020: $343,1482020Revenue 2021: $1,461,315Expenses 2021: $280,623Net Income 2021: $1,180,6922021Revenue 2022: $209,259Expenses 2022: $254,611Net Income 2022: -$45,3522022Revenue 2023: $56,161Expenses 2023: $329,790Net Income 2023: -$273,6292023Revenue 2024: $154,926Expenses 2024: $284,764Net Income 2024: -$129,8382024

Highlighted filing

2024

Revenue$154,926
Expenses$284,764
Net Income-$129,838
Open 2024 Filing

Filings

Most recent year

2024 • Form 990XML pending. An XML filing is linked for this year, but detailed extraction is still pending.

Open filing
Assets
$5,397,451
Liabilities
$0
Net assets
$5,397,451
Revenue
$154,926
Expenses
$284,764
Net income
-$129,838
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.40$0.00$5.40$0.15$0.28$0.13
2023Detailed filing. Detailed filing data is available for this year.$5.26$0.00$5.26$0.06$0.33$0.27
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$5.03$0.00$5.03$0.21$0.25$0.05
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$6.05$0.00$6.05$1.46$0.28$1.18
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.63$0.00$5.63$0.59$0.25$0.34
2019Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.94$0.00$4.94$0.49$0.24$0.25
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.14$0.00$4.14$0.61$0.23$0.38
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.27$0.00$4.27$0.56$0.23$0.33
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.57$0.00$3.57$0.57$0.22$0.35
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.18$0.00$3.18$0.59$0.24$0.35
2014Detailed filing. Detailed filing data is available for this year.$3.03$0.00$3.03$0.62$0.24$0.37
2013Detailed filing. Detailed filing data is available for this year.$2.72$0.00$2.72$0.58$0.24$0.34
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.18$0.00$2.18$0.26
2011Summary only. Only limited summary data is available for this year.$1.70$0.00$1.70$0.52$0.37$0.15
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. NTEE Y43 • $5M-$10M nonprofits