Civic Intelligence

Employer Contribution Veba Trust Pepperdine University

990 • Fiscal year 2020 • EIN 04-3838449

Jan 01, 2020 to Dec 31, 2020 • Filed on Sep 17, 2021

Organization Profilewww.pepperdine.edu
24255 Pacific Coast HighwayMalibu, CA 90263

(651) 662-7431

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

25th percentile

0.00x

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

2020 filings • 501(c)9 • $10M-$25M nonprofits • Source year 2020

Liabilities / Revenue

26th percentile

0.00x

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

2020 filings • 501(c)9 • $10M-$25M nonprofits • Source year 2020

Net Margin

7th percentile

-36%

Higher net margin than 7% of similar nonprofits.

2020 filings • 501(c)9 • $10M-$25M nonprofits • Source year 2020

Top Officer Pay

91st percentile

$273,092

Higher top officer pay than 91% of similar nonprofits.

Top officer pay equals 120.3% of source-year revenue.

2020 filings • 501(c)9 • $10M-$25M nonprofits • Source year 2020

Asset Growth

30th percentile

0.6%

Faster asset growth than 30% of similar nonprofits.

2020 filings • 501(c)9 • $10M-$25M nonprofits • Annualized from 2019 to 2020

Revenue Growth

20th percentile

-13%

Faster revenue growth than 20% of similar nonprofits.

2020 filings • 501(c)9 • $10M-$25M nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets25th percentile

Assets

Up

$16,174,398

Up $99,787 (+0.6%) from 2019

Net Assets

Up

$16,174,398

Up $99,787 (+0.6%) from 2019

Liabilities

Flat

$0

Flat from 2019

Revenue And Expenses
Liabilities / Revenue26th percentileNet Margin7th percentile

Revenue

Down

$226,954

Down $35,292 (-13%) from 2019

Expenses

Down

$308,819

Down $101,484 (-25%) from 2019

Net Income

Up

-$81,865

Up $66,192 (+45%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth30th percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$20M$15M$10M$5.0M$0Assets 2011: $6,604,880Liabilities 2011: $0Net Assets 2011: $6,604,8802011Assets 2012: $8,552,549Liabilities 2012: $0Net Assets 2012: $8,552,5492012Assets 2013: $10,927,013Liabilities 2013: $0Net Assets 2013: $10,927,0132013Assets 2014: $12,445,804Liabilities 2014: $0Net Assets 2014: $12,445,8042014Assets 2015: $13,288,670Liabilities 2015: $0Net Assets 2015: $13,288,6702015Assets 2016: $14,865,974Liabilities 2016: $0Net Assets 2016: $14,865,9742016Assets 2017: $15,599,323Liabilities 2017: $0Net Assets 2017: $15,599,3232017Assets 2018: $16,026,893Liabilities 2018: $0Net Assets 2018: $16,026,8932018Assets 2019: $16,074,611Liabilities 2019: $0Net Assets 2019: $16,074,6112019Assets 2020: $16,174,398Liabilities 2020: $0Net Assets 2020: $16,174,3982020Assets 2021: $16,177,387Liabilities 2021: $0Net Assets 2021: $16,177,3872021Assets 2022: $14,014,851Liabilities 2022: $0Net Assets 2022: $14,014,8512022Assets 2023: $15,506,742Liabilities 2023: $0Net Assets 2023: $15,506,7422023Assets 2024: $16,346,104Liabilities 2024: $0Net Assets 2024: $16,346,1042024

Highlighted filing

2020

Assets$16,174,398
Liabilities$0
Net Assets$16,174,398
Open 2020 Filing

Operations Trend

Revenue Growth20th percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$3.0M$2.0M$1.0M$0-$1.0MRevenue 2011: $1,319,531Expenses 2011: $115,712Net Income 2011: $1,203,8192011Expenses 2012: $178,7982012Revenue 2013: $1,836,829Expenses 2013: $231,415Net Income 2013: $1,605,4142013Revenue 2014: $2,065,983Expenses 2014: $292,447Net Income 2014: $1,773,5362014Revenue 2015: $1,888,663Expenses 2015: $273,882Net Income 2015: $1,614,7812015Revenue 2016: $1,724,837Expenses 2016: $326,762Net Income 2016: $1,398,0752016Revenue 2017: $704,031Expenses 2017: $266,694Net Income 2017: $437,3372017Revenue 2018: $917,347Expenses 2018: $370,941Net Income 2018: $546,4062018Revenue 2019: $262,246Expenses 2019: $410,303Net Income 2019: -$148,0572019Revenue 2020: $226,954Expenses 2020: $308,819Net Income 2020: -$81,8652020Revenue 2021: $180,981Expenses 2021: $417,014Net Income 2021: -$236,0332021Revenue 2022: $1,005,769Expenses 2022: $552,043Net Income 2022: $453,7262022Revenue 2023: $525,253Expenses 2023: $547,090Net Income 2023: -$21,8372023Revenue 2024: $815,467Expenses 2024: $736,156Net Income 2024: $79,3112024

Highlighted filing

2020

Revenue$226,954
Expenses$308,819
Net Income-$81,865
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Sep 17, 2021
Return Version
2020v4.0
Gross Receipts
$226,954
Mission and Program Overview

Mission

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.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cap Stk Tr Prin Current Funds$16,074,611$16,174,398▲ $99,787
Savings and Temporary Cash Investments$14,377,022$14,018,086▼ $358,936
Investments in Publicly Traded Securities$1,697,589$2,156,312▲ $458,723
Total Assets$16,074,611$16,174,398▲ $99,787
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$16,074,611$16,174,398▲ $99,787
Total Liabilities and Net Assets / Fund Balance$16,074,611$16,174,398▲ $99,787
Compensation and Service Providers
Top Officer Pay91st percentile

Employees

NameTitleOtherTotal
Greg G RamirezCFO of Peppe$273,092$273,092

Board Members and Trustees

NameTitle
The Matrix Trust CompanyTrustee
Greg G RamirezCFO of Pepperdine U.
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$88,820
Investment Income
$138,134
Other Revenue
$0
Change in Net Assets
$-81,865

Audited Revenue Reconciliation

Revenue per Audited Statements
$226,954
Revenue Not Reported on Form 990
$181,651
Total Revenue per Audited Statements
$408,605
Total Revenue per Form 990
$226,954
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$22,645
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$286,174--$286,174
Fees for Services Management$22,645--$22,645
Total Functional Expenses$308,819$0$0$308,819

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$308,819
Expenses per Audited Statements$292,576
Total Expenses per Audited Statements$292,576
Expenses Not Reported on Financial Statements$16,243
Other Expense Adjustments$16,243
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
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
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
No
Audited financial statements prepared
Yes
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Page 6, Part VI, Line 11B

“Further, the designated representative of the trustee, the matrix trust company, is responsible for preparation of form 990 based on the information contained in our records. Upon completion, a copy of form 990 is forwarded to the plan sponsor for review and approval. Once approved, form 990 is then filed with the federal taxing authority by the regulatory deadline.”

Form 990, Page 6, Part VI, Line 19

“The organization makes it documents and policies available upon request.”

Filing and Contact Details

Filer

Filer Name
Employer Contribution Veba Trust
EIN
04-3838449
Phone
6516627431
Address
24255 PACIFIC COAST HIGHWAY, MALIBU, CA 90263

Signing Officer

Name
Greg G Ramirez
Title
CFO of Pepperdine U.
Phone
6516627431
Signed
2021-09-17
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Greg G Ramirez
Voting Board Members
1
Independent Board Members
1
Employees
0

Preparer

Firm
Lewis Kisch & Associates Ltd
Address
1125 SOUTH FRONTAGE ROAD SUITE 1, HASTINGS, MN 55033-2489
Preparer
Samantha R Mulvihill
Phone
6514373356
Supplemental Narrative

Additional Explanations

Form 990, Part XI, Line 9

“Correction of erroneous transfer of assets 16,243”

Financial Statement Notes

Schedule D, Page 4, Part XII, Line 4B

“Correction of erroneous transfer of assets 16,243”

Raw XML Appendix275 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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ReturnHeader/BuildTS02022-09-23 18:48:47Z
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ReturnHeader/PreparerPersonGrp/PhoneNum06514373356
ReturnHeader/PreparerPersonGrp/PreparationDt02021-09-17
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0SAMANTHA R MULVIHILL
ReturnHeader/ReturnTs02021-09-17T10:41:28-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0GREG
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0RAMIREZ
ReturnHeader/TaxPeriodBeginDt02020-01-01
ReturnHeader/TaxPeriodEndDt02020-12-31
ReturnHeader/TaxYr02020

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Filings

Displayed year

2020 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$16,174,398
Liabilities
$0
Net assets
$16,174,398
Revenue
$226,954
Expenses
$308,819
Net income
-$81,865
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$16.3$0.00$16.3$0.82$0.74$0.08
2023Detailed filing. Detailed filing data is available for this year.$15.5$0.00$15.5$0.53$0.55$0.02
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$14.0$0.00$14.0$1.01$0.55$0.45
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$16.2$0.00$16.2$0.18$0.42$0.24
2020Detailed filing. Detailed filing data is available for this year.$16.2$0.00$16.2$0.23$0.31$0.08
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$16.1$0.00$16.1$0.26$0.41$0.15
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$16.0$0.00$16.0$0.92$0.37$0.55
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$15.6$0.00$15.6$0.70$0.27$0.44
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$14.9$0.00$14.9$1.72$0.33$1.40
2015Detailed filing. Detailed filing data is available for this year.$13.3$0.00$13.3$1.89$0.27$1.61
2014Detailed filing. Detailed filing data is available for this year.$12.4$0.00$12.4$2.07$0.29$1.77
2013Detailed filing. Detailed filing data is available for this year.$10.9$0.00$10.9$1.84$0.23$1.61
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$8.55$0.00$8.55$0.18
2011Summary only. Only limited summary data is available for this year.$6.60$0.00$6.60$1.32$0.12$1.20